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Day April 25, 2012

5by5 | The Critical Path #35: Joys and Sorrows

A review of Apple’s performance in the first calendar quarter. Covering the iPhone’s predictability, greater China and international opportunity swamping the US opportunity, the iPad surprise and what mobile means to Apple. Dan and Horace ponder what it means for the largest company in the world to also be the fastest growing company in the world. We discuss whether there is a mobile bubble and, as a bonus, Horace predicts the launch timing of the next iPhone.

via 5by5 | The Critical Path #35: Joys and Sorrows.

Covered a lot of ground. Be sure to rate the show on iTunes.

Apple's Growth Scorecard for the first quarter of 2012

For Apple 2012 started with almost the same growth as 2011 started. Q1 2011 saw earnings growth of 92% and Q1 2012 saw growth of 94%. As the following revenue growth table shows, the pattern for the last twelve months has been very consistent:

Here are some notes: