My Patrix site
Apple retail growth data
Apple’s retail stores increased sales by nearly 60% in Q4. This is a dramatic though not unprecedented change from Q3’s 1% growth rate. The growth rate faithfully tracks iPhone releases as demonstrated in a post last…
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The US temporarily regains relevance for Apple's iPhone
Sprint reported its first iPhone quarter sales at 1.8 million. You may recall my analysis of Sprint’s “gamble” where I estimated that Sprint will easily sell the 31 million iPhone which they committed to buy from Apple.…
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Hollywood by the numbers
It’s perhaps fitting that an industry that produces illusions is in itself an illusion. The absence of public scrutiny of its finances and business model leads to a lot of myths or misconceptions. Some of these are…
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What did I get right (and wrong) about the fourth quarter?
I’ve been publishing my estimates for Apple’s business performance for a few quarters (see here, here and here). My estimates have been collected along with those of dozens of others by Philip Elmer-DeWitt at the Fortune…
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5by5 | The Critical Path #24: Spidey Sense
We talk about Apple’s fourth quarter, Horace’s trip to California and his visit to The Colbert Report. It’s all leading up to a fusion of entertainment and technology to create something never seen before. Something…
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First: Apple's rank in mobile phone profitability and revenues
Apple retained its top rank in profitability and regained the top spot in mobile phone revenues. The relative shares of revenues and profits are shown below: Individually, Apple’s share of units, revenues and profits is…
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Third
Apple reached the third place rank in total units shipped during last quarter. The following chart shows the ascent in rank. Apple achieved this with a total market share of about 9%. Second place Samsung has 22.6% so…
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Pricing Paradox
As Apple’s extraordinarily low valuation is being more widely noted, explanatory hypotheses are proliferating. Everyone seems to have an opinion. Some explanations come in and out of fashion. Others are reliable old…
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You cannot buy innovation
In a previous series of articles we discussed the capital Apple expends on equipment, real estate, leasehold improvements and data centers. Cost structure analysis reveals subtle shifts in strategy and the CapEx analysis…
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Apple's Fourth quarter 2011 Growth Scorecard
After the transitional third quarter, Apple’s earnings growth returned to an exceptional level. As the following chart shows, earnings growth has maintained above 50% growth since 2009. Q3 turned out to be a transitional…