Apple held their Q4 2011 conference call today and as usual announced a ton of numbers pertaining to revenue, profit, sales, and more. Revenue $28.7 billion in Q4 revenue $6.62 billion in Q4 net profit $7.05 per diluted share $81.6 billion available cash $54 billion in...
Apple held their Q4 2011 conference call today and as usual announced a ton of numbers pertaining to revenue, profit, sales, and more.
Revenue
- $28.7 billion in Q4 revenue
- $6.62 billion in Q4 net profit
- $7.05 per diluted share
- $81.6 billion available cash
- $54 billion in cash held off-shore
- Apple set a $37 billion guidance for fiscal Q1 (holiday)
Huge amount of cash, but not as much as Wall Street wanted, and get ready for the dividends questions again.
iOS
- 25 million iOS device sold in Q4
- 250 million iOS device sales to date (cumulative)
iPhone
- 17.1 million iPhones sold in Q4
- iPhone sales up 21% year over year
- iPhone 4S available in 7 countries, 22 more on their way
- 93% of Fortune 500 deploying or testing iPhones
- 60% of Global 500 deploying or testing iPhones
This doesn’t include the 4 million iPhone 4S sold opening weekend, but does include a slow down in sales Apple attributes to all the rumors of a new iPhone coming out. (Um… yeah!)
iPad
- 11.12 million iPads sold in Q4
- iPad 2 available in 90 countries
- 52% of Global 500 deploying or testing iPads
Margins aren’t as high for the iPad as for the iPhone so even great iPad (and Mac) sales can’t make up for lower iPhone sales.
iPod
- 6.6 million iPod sales sold in Q4
- 3.3 million iPod touch sold in Q4 (50% of iPod sales)
- iPod still has more than 70% share in U.S. 10 years after introduced
17.1 million iPhones, 11.1 million iPads, and… 3.3 million iPod touches? Maybe questions about cannibalization shouldn’t have been focused on Mac?
App Store and iTunes
- 18 billion App Store downloads
- 180 million iBookstore downloads
- 16 billion songs downloaded from iTunes
App Store downloads have surpassed iTunes Store downloads. And they’re not slowing down. iBooks on the other hand remain a “hobby.”
Mac
- 6 million Lion downloads, since its release this summer
- 4.89 million Macs sold in Q4
Nice little side business…
Retail Stores
- $10.7 million average revenue per Apple Store
- $108 billion in revenue for fiscal year, 66% growth over FY10
- 77.5 million Apple Store visits in Q4
- 16% of Apple’s revenue came from China
- 500,000 apps available on the App Store, available in 23 countries
- 13% of Apple’s revenue from retail
- 357 Apple Stores world-wide
- $3.6 billion in revenue from Apple Stores
- Apple plans to add 40 new Apple Stores next Q, 3/4 outside of U.S.
- All five stores combined in China have the most traffic
- 30 new Apple stores were added in Q4
Yeah, despite cranky Wall Street types, I think it’s safe to say that Apple is doing just fine.
No comments:
Post a Comment