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Tim Cook speaking about the Apple TV product: For Q4 we sold 1.3 million. That is up over a 100% year-on-year. We sold more than 5 million Apple TVs during the fiscal year, which is almost double the previous year, when…
As the following graph shows Apple gross margins and its operating margins have both been on a consistent upward slope since early 2006. The reason is that the company has moved to more mobile devices as a percent of…
The iPad grew shipments at 26% y/y but “sales” as measured by sell-through were up 44%. Detail from Tim Cook’s discussion: “The June to September [sequential change] was 17 million to 14 million… as we had talked about…
In the parlance of developers Apple keeps “throwing exceptions.” This quarter the iPad surprised with a significant decline in sales growth. I placed a table showing the sales growth for this quarter as well as the…
The Critical Path, The First Year is now available on the Asymco Store. You can order here: Asymco Store — The Critical Path Book.
5by5 | The Critical Path #60: Innovation Anxiety. A talk about the iPad mini, my trip to Taiwan, the cycle time of Apple’s breakthrough innovations and the new Asymco Store.
The Asymconf 2012 videos are now available for purchase from the new Asymco Store. Watch the video on YouTube The package includes 1080p HD video produced by Kevin Krautle. Multiple camera angles capture all the action.…
AT&T, Verizon and Sprint have all reported the number of iPhone units shipped in Q3 2012. The history of the these sales is shown in the following graph: Read more: Foreshadowing iPhone sales | LinkedIn.
Having reached 100 million iPads shipped in 2.5 years the natural question is how long will it take for the next 100 million iPads? The ramp of cumulative units shipped is shown below. I also added the equivalent ramp…
Days after Nokia announced the end of life for the Symbian platform I wrote a post titled Who will buy the next 150 million Symbian smartphones? The reference was to claim by management that before there would be a…