April 2011
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Day April 19, 2011

Review of Apple's unit numbers released in legal filing prior to earnings

Thanks to Nilay Patel at This is My Next for posting the complaint filed on April 15th against Samsung by Apple which revealed some potentially material data about its performance in the last quarter (which won’t be public until the 20th).

On page 4:

“As of March 2011, more than 108 million iPhones had been sold worldwide”
“By March 2011, Apple had sold over 60 million (iPod touch) units.”

On page 5:

“By March 2011, Apple sold over 19 million iPads”.

These numbers are material because we know units sold prior to CQ1 and can derive the minimum units sold for these three product lines during Q1.

iOS vs. Android: the tale as told by Wall Street

Yesterday I wrote about the growth in Android vs. iOS. The two platforms’ can be said to be enjoying healthy growth, though in markedly different patterns.

The consequences of this growth are being felt across the telecom and computing industries. There are almost 300 million platform devices in use today that were not even dreamed of three years ago. Operators are transporting petabytes more data and dozens of phone vendors are scrambling to meet demand. There are tens of billions of app downloads and hundreds of thousands of apps being sold by tens of thousands of new app publishers. There is a lot of hay being made while the sun shines.

But what about the poor saps that are funding the development? What about the shareholders of the companies behind these platforms. Are they being rewarded or punished?

The following charts tell the story: