>Back in February, MG Siegler, among others, noted a remarkable milestone: >Last quarter, Microsoft brought in $20.89 billion in revenue. Apple brought in $46.33 billion. >Put another way: Apple’s iPhone business alone is larger than all of Microsoft’s businesses combined. That is because the OEMs sell the hardware for Microsoft. If you include the OEMs revenue, the math will be very different. It's that Apple moves…
“profit is a better metric to compare rather than revenue since it takes moving hardware out of the picture. Anyone have those details?” For the quarter that ended March 31: Microsoft, $5.11 billion [1] Apple, $11.6 billion [2] For the quarter that ended June 30: Microsoft, $0.19 billion [3] Apple, $8.8 billion [4] [1] http://www.microsoft.com/en-us/news/press/2012/apr12/04-19fy... [2] http://www.apple.com/pr/library…
Daring Fireball: Sharing the Stage
21–27 of 27 posts
Re: Daring Fireball: Sharing the Stage
#22Re: Daring Fireball: Sharing the Stage
#23Earlier quoted context omitted.
“profit is a better metric to compare rather than revenue since it takes moving hardware out of the picture. Anyone have those details?” For the quarter that ended March 31: Microsoft, $5.11 billion [1] Apple, $11.6 billion [2] For the quarter that ended June 30: Microsoft, $0.19 billion [3] Apple, $8.8 billion [4] [1] http://www.microsoft.com/en-us/news/press/2012/apr12/04-19fy... [2] http://www.apple.com/pr/library…
Anyone know how much of Apple's profit is from the iPhone(the original point of comparison in the article)?
Check out page 26, which gives you a good breakdown of their various divisions. (Although, I don't remember if it is net or gross now, and I'm on an iPhone so it is difficult to go back and check; Apple makes about $170 margin on an iPhone, however, for conversion, so maybe 30%.)
Re: Daring Fireball: Sharing the Stage
#24>Back in February, MG Siegler, among others, noted a remarkable milestone: >Last quarter, Microsoft brought in $20.89 billion in revenue. Apple brought in $46.33 billion. >Put another way: Apple’s iPhone business alone is larger than all of Microsoft’s businesses combined. That is because the OEMs sell the hardware for Microsoft. If you include the OEMs revenue, the math will be very different. It's that Apple moves…
“profit is a better metric to compare rather than revenue since it takes moving hardware out of the picture. Anyone have those details?” For the quarter that ended March 31: Microsoft, $5.11 billion [1] Apple, $11.6 billion [2] For the quarter that ended June 30: Microsoft, $0.19 billion [3] Apple, $8.8 billion [4] [1] http://www.microsoft.com/en-us/news/press/2012/apr12/04-19fy... [2] http://www.apple.com/pr/library…
Re: Daring Fireball: Sharing the Stage
#25Earlier quoted context omitted.
But we also thought this was true before the iPod, and before the iPhone, and before the iPad . . .
Did anyone really go 'wow' for the iPad? It seemed like the next logical step. It's definitely a computing device in a form-factor that people have been wanting for a while.
Re: Daring Fireball: Sharing the Stage
#26Earlier quoted context omitted.
“profit is a better metric to compare rather than revenue since it takes moving hardware out of the picture. Anyone have those details?” For the quarter that ended March 31: Microsoft, $5.11 billion [1] Apple, $11.6 billion [2] For the quarter that ended June 30: Microsoft, $0.19 billion [3] Apple, $8.8 billion [4] [1] http://www.microsoft.com/en-us/news/press/2012/apr12/04-19fy... [2] http://www.apple.com/pr/library…
That $0.19 billion (at your [3]) becomes $6.93 billion, when adjusted for one-off charges (including $6.19 billion impairment of goodwill). Otherwise, it looks like a disaster for MS.
Re: Daring Fireball: Sharing the Stage
#27Earlier quoted context omitted.
But we also thought this was true before the iPod, and before the iPhone, and before the iPad . . .
Did anyone really go 'wow' for the iPad? It seemed like the next logical step. It's definitely a computing device in a form-factor that people have been wanting for a while.
Size of the input screen makes a huge difference in tactile response and usability.