In the latest quarterly report Apple changed how it reports product revenues. In previous quarters the iPhone and iPad were reported including accessory revenues while iPod accessories were reported under “Music” revenues.
“Under this new format revenue from iPhone, iPad, Mac and iPod sales is presented exclusive of related service and accessory revenue […] revenue from all Apple and third party accessory sales is presented as a single line item [Accessories.]“
Apple provided a document showing re-classified product summary data. By measuring the difference between original revenue and re-stated revenue per product we can determine how much service and accessory revenue was being attached to each product.
I did this for two quarters as a sample:
The analysis shows that the iPhone has been receiving about $15 of accessory attached value and the iPad about $25. Interesting trivia, but how is this insightful?
Consider the impact on this analysis of revenues/unit shipped:
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The following graphs show text messaging volumes, pricing and revenues for SMS in Spain.
After peaking at the end of 2008 at about €450/quarter, revenues have fallen by 60% to about €171 million in the third quarter of 2012. These figures represent almost 100% operating profit for operators so the impact is felt directly in the bottom line.
On assessing demand from “supplier checks”; measuring headroom and the race to a billion users; the disruption of computing becoming accepted by PC industry.
via 5by5 | The Critical Path #71: Max Headroom.