- Peter Oppenheimer: Highest March quarter revenue and net quarter income in Apple's history. Strong sales of Macs and iPods. - Strong revenue growth, higher than expected gross margins (29%) - Mac 62% of total revenue. Up 27%. - 1,070,000 Macintoshes shipped - 608,000 Desktops (up 55%) - iMac G5, eMac, MacMini's 467,000 - PowerMacs 141,000 - 462,000 Portables - iBooks 251,000 - PowerBooks 211,000 - Music Business - 38% of total Apple revenue. - Shipped 5.3 million iPods during the Quarter - New iPod Shuffle and new iPod Mini's - Feb Data. #1 in the Flash MP3 margin. 43% market share in Flash. - Now over 350 million songs sold on iTunes - Retail growth - Education Channel. - Growth in Cash - Next quarter will stop reporting CPU sales by product family, but instead in broad categories. Desktops and Portables to bring into line with detail in their music reporting as well as their competitors Q&A Session
- Q on supply/demand on iPods at this point across geographical regions. A: feel they reached a supply/demand balance by end of quarter - Q: Pent up demand for Macs into this Q2 waiting for Tiger? A: Difficult to predict. - Q: New Mac users in Retail? A: Low to mid-40% range. sales quite strong. - Q: iPod gross Margins A: Overall line margin was a little above 20% in the Quarter - Q: How many Mac Mini's sold? A: We're not going to do that for competitive reasons. Very pleased with customer response and sales. - Q: Last conference call, mentioned that putting a G5 in a PowerBook would be a significant technical challenge. A: Still think it's the "mother of all" thermal challenges. - Q: Question about future products on the magnitude of the iPod in the future? A: Can't answer that question. - Q: MacMini and Best Buy and targets. Also we're expecting a refresh coming for PowerMacs. Thoughts about PowerMac and sales? A: Did ship some units to Best Buy at the beginning of April. On the PowerMac, the PowerMac is largely driven by our Pro business. Continue to see a desktop migration to mobile, however, the PowerMac continues to be a very important part of our lineup for many of our customers. Obviously we'll continue to announce great things w/ respect to the PowerMac. - HP iPod sales made up less than 3% of iPod sales. - Q: iTunes profits? A: A little above break even - Hard Drive base MP3 marketshare 90% - Flash based MP3 marketshare 43% (0% to 43% in the month of availability) - 70% overall MP3 market share for Feb. Up from December Quarter
Wednesday February 12, 2025 6:49 am PST by Joe Rossignol
As the wait continues for Apple's long-rumored, fourth-generation iPhone SE, French electronics retailer Boulanger has prematurely published a product listing for a "new" model of the iPhone SE. The placeholder page says the device is "coming soon," but it offers no further information, and the price shown is obviously not real.
The listing was spotted by a reader of the French technology...
Saturday February 8, 2025 3:51 pm PST by Joe Rossignol
The end of an 18-year era is on the horizon for the iPhone.
Apple reportedly plans to announce a new iPhone SE as soon as next week, and the device is expected to feature a full-screen design with Face ID, instead of a Touch ID home button. That means Apple will no longer sell any new iPhone models with a home button, for the first time since the original iPhone launched.
The home button...
Monday February 10, 2025 3:05 am PST by Tim Hardwick
Oppo has confirmed a February 20 global launch for its Find N5, which the company claims is the world's thinnest device in the foldable phone category. The phone is expected to be re-branded as the OnePlus Open 2 in the US.
The Chinese vendor has been teasing the device in the last few weeks, touting its waterproofing and nearly invisible display crease, and highlighting its thinness by compa...
Monday February 10, 2025 10:56 am PST by Juli Clover
There continue to be signs of a new MacBook Air with an M4 chip, indicating that we could see the machine launch in the not too distant future. A private account on X today shared the identifiers that the MacBook Air will use, and those identifiers correspond to the M4 chip.
According to the source, both the 13-inch MacBook Air and the 15-inch MacBook Air will be equipped with Apple's...
Monday February 10, 2025 10:04 am PST by Juli Clover
Apple today released watchOS 11.3.1, a minor update to the operating system that runs on the Apple Watch. watchOS 11.3.1 is compatible with the Apple Watch Series 6 and later, all Apple Watch Ultra models, and the Apple Watch SE 2.
watchOS 11.3.1 can be downloaded by opening up the Apple Watch app and going to General > Software Update. To install the new software, the Apple Watch needs to...
Monday February 10, 2025 10:11 am PST by Juli Clover
Apple today released macOS Sequoia 15.3.1, a minor update to the macOS Sequoia operating system that came out last September. macOS 15.3.1 comes a few weeks after the launch of macOS Sequoia 15.3.
Mac users can download the macOS Sequoia update through the Software Update section of System Settings. Apple has also released macOS 13.7.4 and macOS 14.7.4 for those who are...
Thursday February 13, 2025 8:07 am PST by Joe Rossignol
In a social media post today, Apple CEO Tim Cook teased an upcoming "launch" of some kind scheduled for Wednesday, February 19.
"Get ready to meet the newest member of the family," he said, with an #AppleLaunch hashtag.
The post includes a short video with an animated Apple logo inside a circle.
Cook did not provide an exact time for the launch, or share any other specific details, so...
Monday February 10, 2025 10:09 am PST by Juli Clover
Apple today released iOS 18.3.1 and iPadOS 18.3.1, minor updates for the iOS 18 and iPadOS 18 operating systems that came out last September. iOS 18.3.1 comes two weeks after Apple released iOS 18.3.
The new software can be downloaded on eligible iPhones and iPads over-the-air by going to Settings > General > Software Update. Apple has also released iPadOS 17.7.5 for those still running...
Monday February 10, 2025 7:42 am PST by Joe Rossignol
Apple's long-awaited Powerbeats Pro 2 are finally expected to be announced this Tuesday. Ahead of time, one lucky Walmart customer was able to get their hands on the earbuds early, according to a since-deleted Reddit post over the weekend.
A leaked image of the Powerbeats Pro 2 in Electric Orange
"My local Walmart had them in the cage," the Reddit user explained. "I asked if I can buy them...