Earlier quoted context omitted.
Does that mean Android 'activations' includes only Android phones?
Good question, I think it also includes tablets, but I am presuming that the bulk of the numbers represents phones.
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Apple Reports Third Quarter Results
31–40 of 144 posts
Re: Apple Reports Third Quarter Results
#32Earlier quoted context omitted.
billions and billions...
their $75 billion in cash and negotiable securities compares with eBay's July 19th enterprise value of $37.5 billion, Microsoft's $188 billion, Sony's $28.5 billion and Google's $160 billion. They could buy eBay or Sony for cash. Enterprise value is market capitalization (value of all the shares) less debt. Apple's was $316 billion on the same date. Note - Apple is great at making awesome products, and most likely lo…
I thought enterprise value was market cap plus debt?
Re: Apple Reports Third Quarter Results
#33While Apple is doing great, I see some flatlining starting next year once the market for high-price computers start to saturate. Just an opinion.
The market for high-priced computers "saturated" in the mid-nineties when computers started to cost less and less.
I think if Apple's sales were going to flatline because of saturating the market for high-price computers, they'd have already done so. (Which isn't to say they might not flatline or even decline for some other reason, sustaining this kind of growth probably won't last forever).
Apple currently has ~10% PC market share in the world‡ (higher in North America, but let's be conservative).
They still have a long way to go before running out of people to buy their computers.
‡ http://osxdaily.com/2011/03/18/mac-market-share-around-the-w...
Re: Apple Reports Third Quarter Results
#34Bombastic numbers as usual. So, when can I get an MB Pro 13" with an up-to-par screen resolution? :)
Re: Apple Reports Third Quarter Results
#35I bought my first Mac on Friday at the Mall of America. There's a Microsoft store right across from the Apple store. It was amazing to me how much more crowded the Apple store was. There were a lot of people at the Microsoft store but it was ridiculous how many were at the Apple store.
I'm mostly a Windows user, and I don't know why I'd go to a MS store. For example, if I want an iPad or MBP I'd go to an Apple Store. I'm not sure what other stores carry them (does Best Buy?). But I know that the Apple store does.
In contrast, I can buy a PC anywhere. But I don't actually know what specific PCs are available at the Microsoft store. I do know they have all of the available phones at the MS store, but given that the only phones I'm interested in are those by my carrier, I'm more inclined to go to my carrier store (to see all carrier phones) than the MS store.
Re: Apple Reports Third Quarter Results
#36iOS is about to displace Windows/DOS as the top selling OS in the U.S. A Microsoft OS has probably been the top seller for the last 30 years. Just a rough back of the envelope calculation is 12-13 million iOS devices sold in the U.S. this quarter. (7 million iPhone, 3.5 iPad, 1.6 iPod Touch at 35% US/Global). In comparison, 2Q11 non-Mac PC sales in the U.S. were about 16 million (and shrinking). iPhone 5 on sprint/T-…
What about Android? It seems that worldwide quite a few more Android devices than iOS devices are activated per day. Are less than 35% of all Android devices sold in the US?
Based on U.S. market share, Android would be selling about 10 million a quarter in the U.S., so depending on growth they may or may not be the ones to displace Windows first.
In order to get to 15 million this quarter, Android would have to be outselling iPhone over 2 to 1 in the U.S. to make up for the iPad/iPod Touch.
Android will get a good boost if the rumored Amazon tablet comes out. It's just a matter of time.
Re: Apple Reports Third Quarter Results
#3720.34 million iPhones in the quarter comes out to about 225,000 iPhones sold per day. Google recently announced 500,000 Android "activations' Android per day. So Android still has the market share advantage?
Tim Cook just said that they sold about 33 million iOS devices in the last quarter. (20.34 million iPhones, 9.25 million iPads and half of the 7.54 million iPods.) That’s the number you have to compare. That’s about 363,000 iOS devices per day.
It’s quite astonishing that Apple is doing so well compared to Android. Apple sells two phone models, two tablet models and one iPod model – compared to dozens of Android devices, some vastly cheaper than any iPhone.
Re: Apple Reports Third Quarter Results
#38While Apple is doing great, I see some flatlining starting next year once the market for high-price computers start to saturate. Just an opinion.
Why would that market be saturated then, do you think? Anyway, Macs at this point are less than a quarter of their revenue.
Exactly. I don't know why people talk about Apple and PCs in the same breath anymore. They sell hardware. Computer was dropped from their name a long time ago! Look at this chart: http://cdn.macrumors.com/article-new/2011/07/aapl_sales_by_q...
Re: Apple Reports Third Quarter Results
#3920.34 million iPhones in the quarter comes out to about 225,000 iPhones sold per day. Google recently announced 500,000 Android "activations' Android per day. So Android still has the market share advantage?
Tim Cook just said that they sold about 33 million iOS devices in the last quarter. (20.34 million iPhones, 9.25 million iPads and half of the 7.54 million iPods.) That’s the number you have to compare. That’s about 363,000 iOS devices per day. It’s quite astonishing that Apple is doing so well compared to Android. Apple sells two phone models, two tablet models and one iPod model – compared to dozens of Android devi…
ugh & tjogin, good points.
Re: Apple Reports Third Quarter Results
#40I bought my first Mac on Friday at the Mall of America. There's a Microsoft store right across from the Apple store. It was amazing to me how much more crowded the Apple store was. There were a lot of people at the Microsoft store but it was ridiculous how many were at the Apple store.
I'm mostly a Windows user, and I don't know why I'd go to a MS store. For example, if I want an iPad or MBP I'd go to an Apple Store. I'm not sure what other stores carry them (does Best Buy?). But I know that the Apple store does. In contrast, I can buy a PC anywhere. But I don't actually know what specific PCs are available at the Microsoft store. I do know they have all of the available phones at the MS store, but…
I think one of the main benefits to the Windows stores (besides the fact that they sell Windows Phones, and by all accounts don't actively try to talk their customers out of buying them) is the fact that they sell systems there which are part of Microsoft's Signature PC line.‡
For those unfamiliar, it's basically a system from a vendor without all the crap that they install on a fresh system. The fact that Microsoft actually has to have a service like this is certainly an interesting topic for discussion (I'm sure Microsoft would prefer that vendors not load up new pc's with garbage software that slows them down)