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Research

  1. Tim Cook on iPhone in China: 900% growth

    · · Research

    China has been interesting. If you look at greater China which we define as mainland China, Hong Kong and Taiwan, the iPhone units were up year-over-year over 9 times. We added another 800 points of distribution in…

  2. Apple Business Review: Cash Growth

    · · Research

    Apple’s cash continues to grow. This quarter it reached $41.7 billion, a sequential increase of $1.9 billion. This time last year, the cash was about $29 billion with a y/y increase of nearly $13 billion. This is…

  3. Apple Business Review: Product Line Margins

    · · Research

    Apple’s overall gross margin reached 41.67%, the second highest ever. The highest was 41.82% last Fall. This should not come as a surprise as the iPhone continues to make up an increasingly larger percent of Apple’s…

  4. Apple Business Review: Product Line Growth

    · · Research

    Each of Apple’s individual business lines is profitable. Last quarter only the iPod experienced negative year-on-year unit growth but still generated a positive sales growth due to higher ASP. Here is the list of each…

  5. Non-US iPhone sales approaching 70% of volumes

    · · Research

    [AT&T] activated 2.7 million iPhones during the quarter…Apple [announced] yesterday that it had sold 8.75 million iPhones overall during the quarter via AT&T Activates 2.7 Million iPhones in Q1 2010 as Growth Slows – Mac…