Today's earnings call beat most analyst expectations. With the exception of snapping over five years of Mac growth with a 3% downturn, you'd have to rate Apple's performance as exceptional. Some notes:
- iPhone sales blew everyone away. Although Apple reported iPhone sales of 3.8 Million (Called it!), they measured only until March 17th, the date of the 3.0 Beta release. That means the rest of the quarter's sales haven't been tabulated and won't be until 3.0 is released this summer.
- Apple's Mac Sales were down 3% largely due to 11% decline in educational sales. However last year they had just released the MacBook Air which generated extraordinary amounts of sales. Also the PC industry in general saw double digit losses on mostly low margin netbooks.
- Music sales were up 3% - even in this economy
- iPod marketshare - over 70% in the US and growing overseas
- NetBook? Same answer. We can't build a product that they'd be proud of. "For us it's about doing great products. When I'm looking at what's sold in the Netbook market, I see cramped keyboards, junky hardware, very small screen, bad software. Not a consumer experience that we would put the Mac brand on." "We offer the touch and iPhone" "If we find a way to deliver an innovative product that really makes a contribution, we'll do that. We have some interesting ideas. The product pipeline is fantastic for the Mac."- Tim Cook
- Steve Jobs' return? Status Quo - end of June (misses WWDC)
- Why stay with AT&T? CDMA is dead and Apple wanted one phone for the world.
- China? Apple hope to have an iPhone there within a year.
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nice... quick and to the
nice... quick and to the point.
wait...how is cdma dead? the
wait...how is cdma dead? the other big company besides at&t is verizon and btw China is also partially in cdma so that being said how can it be dead?
Not really dead... just not growing.
China? CDMA? I guess you've never lived there or had a mobile plan there.
Fact: Over 90% of all mobile phone services in China are based on GSM technology.
Yes, CDMA is in China, but it is very small in both popularity and in areas served. However, China likely has the 3rd biggest CMDA installation outside of the United States and South Korea.
Even more surprising is that Verizon announced that they are going to 4G using LTE - the GSM (and not CDMA) standard used by Verizon's parent company, Vodafone.
Although CDMA remains a significant technology, particularly in some countries, it doesn't seem like it is going to be a growing platform to jump into.
thanks for the clarification,
thanks for the clarification, I am aware of the 4G LTE and Verizon announcing the launch of it in the near future, but wouldn't apple want to be on the 4G network over 3G? It makes sense to do such a thing...I'm confused as to why apple isn't confirming talks with Verizon, I did hear Verizon not wanting the iphone deal until LTE is launched, makes sense, but talks should be made and goals should be set...
In addition to that
In addition to that clarification, the "CDMA is dead" is not a quote from the conference call, but the editorial of this site. The actual line was more along the lines of "CDMA does not have much life when you look over the long term and we wanted to make one phone for the whole world which led us to GSM."
yes yes......*sigh*
It is already old news that analysts have already figured out that Apple will most likely end their exclusivity with AT&T as soon as everyone goes 4G.
You may want to check your
You may want to check your facts, CMDA is dead. A quick wikipedia search shows that GSM as a whole enjoys 84% of the world market share...and it is growing. That leaves a puny 16% for CMDA...which is shrinking.
As a matter of fact in Australia CDMA, which was the dominant standard 10 years ago, is no longer supported in favor of a GSM 3G+ network.
But I guess since CDMA is still doing well in north america, then it must be the standard for the world?
CDMA is dead
The world is going to go 4G very soon. What do you think all those FCC auctions were for? Even verizon admits CDMA is dying as their 4G rollout does not mention any backwards compatibility with CDMA.
CDMA is Old Tech
CDMA is obsolete technology from 2G mobile era that served customers well but has been superseded by 3G and plus technology. CDMA uses too much spectrum for the data transmitted, to ensure customers can get the future services they expect/desire 3G plus is necessary for the telephone companies. As the world moves forward on improved technology, those networks that stay on 2G will wither - higher support costs and lack of manufacturer support for both provider and consumer products needed top keep it alive.
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Now that the earnings call is out of the way....
Can we concentrate on June WWDC rumors now?
Oh, and my theory that Not only Jobs will miss WWDC but that the netbook/iTablet/isuperdevice will also miss WWDC. And that Steve Jobs will make his triumphant return with a separate event (probably October) where he will introduce to the world the new wonder device.
I agree. Mostly.
I agree. Mostly.
I'll miss Steve in the
I'll miss Steve in the WWDC... :-(