Apple Q2 Financial Results Conference Call (Details)

Apple webcast their Q2 2005 Financial Results conference call today.
Summary of financial results were announced earlier today.

Conference Call Highlights

- 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

Related Roundups: iMac, Mac Pro, Mac mini

Popular Stories

iphone se 4 modified flag edges

iPhone SE 4 Details: Action Button, USB-C Port, Face ID, and More

Wednesday September 27, 2023 1:34 pm PDT by
Significant changes are expected to arrive with Apple's fourth-generation iPhone SE, in terms of both design and hardware, MacRumors has learned. The iPhone SE 4, known internally under the codename Ghost, is expected to receive a new design derived almost entirely from the base model iPhone 14. According to our sources, the iPhone SE 4 will use a modified version of the iPhone 14 chassis...
iOS 17

Apple Releases iOS 17.0.2 and iPadOS 17.0.2 for All iPhones and iPads

Tuesday September 26, 2023 12:47 pm PDT by
Apple today released iOS 17.0.2 and iPadOS 17.0.2 updates, with the software coming five days after the releases of iOS 17.0.1 and iPadOS 17.0.1. Today's iOS 17.0.2 and iPadOS 17.0.2 updates arrive as build 21A351 and can be downloaded on eligible iPhones and iPads over-the-air by going to Settings > General > Software Update. Note that iOS 17.0.2 was previously made available for iPhone...
iPhone 15 Pro Lineup Feature

Kuo: iPhone 15 Pro Overheating Issues Likely Due to Thermal Compromises, Not 3nm Node

Tuesday September 26, 2023 9:12 am PDT by
Complaints about heat issues with the iPhone 15 Pro models are not related to TSMC's 3-nanometer node that was used for the A17 Pro chip, according to well-respected Apple analyst Ming-Chi Kuo. Kuo says that overheating could be caused by "compromises made in the thermal system design" that allowed Apple to cut down on the weight of the iPhone 15 Pro models. Kuo says that the reduced heat...
iOS 17

Everything New in iOS 17.1 Beta 1

Wednesday September 27, 2023 1:57 pm PDT by
Just a week after releasing iOS 17, Apple has seeded the first beta of iOS 17.1 to developers. iOS 17.1 adds some features that Apple promised were coming to iOS 17 in the future, plus it refines and improves some existing features. This guide covers everything new in the first iOS 17.1 beta. Apple Music Favorites You can favorite songs, albums, playlists, and artists in the iOS 17.1...
macos sonoma 4

Apple Releases macOS Sonoma With New Widget Features, Safari Updates, Screen Sharing Improvements and More

Tuesday September 26, 2023 10:01 am PDT by
Apple today released macOS 14 Sonoma, the newest version of the operating system that runs on the Mac. macOS Sonoma has been in beta testing for several months, and it is compatible with the 2019 and later iMac, the iMac Pro, the 2018 and later Mac mini, the 2018 and later MacBook Pro, the 2019 and later Mac Pro, and the Mac Studio. The ‌macOS Sonoma update can be downloaded for free on...