January 2013
Mon Tue Wed Thu Fri Sat Sun
« Dec   Feb »
 123456
78910111213
14151617181920
21222324252627
28293031  

Month January 2013

Entries 5 Total

The job the iPhone is hired to do

Jan 24, ’13 2:55 PM

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:

Screen Shot 2013-01-24 at 1-24-2.16.14 PM

 

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:

Continue Reading… Comments (105)

Asymconf, reminder

Jan 22, ’13 12:36 PM

Asymconf California is a week away. The workshops are sold out but we still have 20 seats available for the main event.

Don’t leave it to the last minute. Sign up now.

Comments (2)

Sponsor: AAPLTrader

Jan 21, ’13 1:10 PM

AAPLTrader.com — The best website for Apple traders is hosting a free live event to cover Apple Earnings this Wednesday at 4pm ET on their exclusive AAPL TV Channel.

AAPL tv Channel Live Event: **Apple Earnings**

This event is going to be HUGE! Register for free today, and join the fastest growing network of Apple traders in the world as they cover the biggest earnings announcement in Apple’s history.

Plus, receive special bonuses with your free membership, including nine powerful stock and option training courses, and access to their extensive social network where you can get tips and strategies from some of the best Apple traders in the world.

Join AAPLTrader.com right now to get an official Apple Fundamental Analysis PDF so you’re ready for Wednesday’s live Apple Earnings event.

We at AAPLTrader look forward to seeing you this Wednesday, January 23rd at 4pm ET.

Sponsorship by The Syndicate

Comments (2)

What’s up with text messaging?

Jan 18, ’13 2:48 PM

The following graphs show text messaging volumes, pricing and revenues for SMS in Spain.

Screen Shot 2013-01-18 at 1-18-2.40.39 PM

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.

Continue Reading… Comments (22)

5by5 | The Critical Path #71: Max Headroom

Jan 18, ’13 12:43 PM

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.

Comments (8)