Thursday, April 26, 2007

Apple's new product mix delivers not so much differently... yet

Apple is seeing certainly greater growth in Mac sales than iPod sales despite shedding the Computer part of their name. The iPod family's year over year growth was 24% whereas Mac sales grew 36%. To put that into perspective, this is including the new aluminum iPod shuffle (#2 in Apple's Top Sellers list) and the Apple TV (last in the same). I still think this is due to the lack of substantively new iPods since the iPod nano and video enabled iPod in Fall 2005 as well as the impending iPhone release in June. I stand by my emphasis on Apple's downplaying of record iPod sales last quarter as due to a meeting of supply and demand.

Although I haven't finished the conference call, other tidbits of interesting info from the conference call includes the following: 1) commitment by Apple to provide software updates to both Apple TV and iPhone [. That means more functionality is coming at no cost!], 2) Still no restatement of past earnings due to options backdating!, 3) iPod still key in Apple's amazing profits (despite probably not growing much faster than the market), 4) Mac grew 9-10 times faster than PC market in US...

SOURCE: Apple 2007 Q2 Results

Last updated: Fri 4/27/2006 12:54 AM EDT

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