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5by5 | The Critical Path #26: Zeitgeist
This episode is sponsored by AppsFire and MailChimp. 5by5 | The Critical Path #26: Zeitgeist.
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How much does it cost to manufacture an iPhone?
An iPhone generates approximately $650 in revenue for Apple. This figure has remained fairly steady over time. Using deduction from overall margins, it’s possible to estimate the gross margin on the product to be around…
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The opportunity cost of Windows Phone
The global mobile OS market shares for Q4 shows a continuing (but diminished) leading share. At the end of last year Android’s unit share reached 51% which is down from about 57% during the third quarter. iOS reached…
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App developers receive $12 for each iOS device sold
One of the more interesting numbers reported by Tim Cook during the last earnings conference call was the total payment to developers during the fourth quarter. This is the first time that Apple reported a quarterly…
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5by5 | The Critical Path #25: Only the freshest Mountain Dew
We take a look at Mountain Lion as evidence that Apple is cross-pollinating its product lines. We look at the Apple stores as a service brand and Horace tips his hand ever so slightly about Asymconf. via 5by5 | The…
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Apple sold more iOS devices in 2011 than all the Macs it sold in 28 years
Tim Cook on the 55 million iPads sold to date: This 55 is something no one would have guessed. Including us. To put it in context, it took us 22 years to sell 55 million Macs. It took us about 5 years to sell 22 million…
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The iPhone opportunity: a visual update
In yesterday’s talk Tim Cook described the opportunity he felt Apple faced. To readers of this blog this opportunity has been regularly illustrated, at least on a quarterly basis. Here is the iPhone opportunity relative…
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Tim Cook on the "Law of Large Numbers"
Q: 37 million units of iPhones shipped. When do we run into the Law of Large Numbers? What are the growth opportunities coming up? A: 37 million is a big number. It was a decent quarter. It was 37 million — more than…
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The world's biggest startup
Last year we began offering revenue and operating income comparisons between Apple and Microsoft. It was becoming evident that the iOS franchise was beginning to overtake both in revenue and profitability the Windows…
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[Updated] Following up: When will Apple's share price reach $500
Apple’s valuation since October 2008 has been very highly correlated to its cash (R-squared of 0.91). This tight relationship to Apple’s value is shown in the chart below: (The chart shows weekly, ending each Friday,…