Sidebar Sidebar
Become a MacRumors Supporter for $50/year with no ads, ability to filter front page stories, and private forums.

Apple 4Q 2007 Results, Conference Call: $6.22 billion revenue, $904 million profit

sananda said:
did they say they sold 2 million macs in the past 12 months in the US? i thought they said they sold 2 million in the past quarter worldwide.
Click to expand...

Official numbers are: 2.164 million computers world wide in the past quarter. 965,000 in the Americas (North + South, excluding retail) and 473,000 sales in retail. Apple doesn't give US sales, but US sales are 1.438 million, minus Canada, Mexico, Caribbean and South America, minus Apple Stores in UK and Italy.

Gartners estimates were 1,338 million US sales = 8.1% market share. That estimate would be correct if sales in the Americas outside USA and UK/Italy stores are exactly 100,000. I'd guess those sales were just a bit more, making it about 7.9% US market share. And that market share is units sold; revenue wise it is a lot more.
 
farmboy said:
According to the Fool.com, the average corporate profit margin over the last 25 years is...8.3%.

I don't disagree with your premise, tho.
Click to expand...

There is profit, and there is gross margin. Very different things. 33% gross margin means that Apple is $330 better off if you spend $1000 on a Mac, compared to you not buying a Mac. But it doesn't take in account development cost etc., only the cost of producing that one Mac and selling it to you. There is a lot that Apple has to pay out of those $330.
 
number of first time buyers

When I bought my iMac at an Apple Store this year, no one asked if I was a first time buyer or not...:rolleyes:
 
Phil A. said:
After hours trading currently has Apple stock at $187.50 giving them a market cap of over $160bn. Apple are now bigger than IBM :eek:
Click to expand...

At this pace, they'll be bigger than Microsoft by the end of 2009 (I actually have a bottle of champagne set aside for that day). I'm looking forward to seeing the word "beleagured" used whenever Microsoft is mentioned.

I'd love to be a fly on the wall at Microsoft's next board meeting. I wonder if Microsoft bans apples in the company cafeteria.
 
Personally I'm not surprised with how well Apple is doing, there have been very aggressive in marketing and developing a range of good quality products.

I think I should have bought Apple stock a few years ago...
 
Rocksaurus said:
$15.4 billion in cash, sitting there. Why not acquire a few games studios for some Mac exclusives and/or go for the throat with some very aggressively priced computers? Seems like now is as good a time as ever to grab some market share.

Oh sorry, I forgot who I was talking about...
Click to expand...

The interesting thing about the "$15.4 billion in cash, sitting there".... Can you imagine the interest income that nest egg must generate? :eek:

A minimum of US $750 million per year.

zeppiecr said:
I want to know why apple guided higher than analysts estimates for next quarter as they always sandbag the numbers....they must know something we don't!
Click to expand...

I think they guide the numbers higher so that when they beat them, they get better traction with the analysts and the shareholders. It's one thing to beat guidance; it's another to up the ante and still beat the numbers.
 
motulist said:
300 million people are US citizens. If apple sold over 2 million computer this past year, that basically means that 1 out of every 150 people you pass on the street just bought a Mac sometime in this year. And since most Macs have a life span of about 3 years before being replaced (last I checked) that means 1 out of every 50 people uses a Mac. And if you consider the fact that most old Macs get passed on to other people after their original owner has bought a new Mac, then that number gets even more than 1 Mac being used for every 50 people you see on the street.

Obviously this is just a very loose analysis that doesn't account for several significant factors (including international sales, non-citizen residents, etc.), but it gives you a really good general idea of just how well Apple is doing these days.
Click to expand...

What about all the mac owners that own 5 macs or more. I'm pretty sure that encompasses most of the people who frequent this site. Plus, you have school labs, server farms, etc.:p
 
dynamicv said:
So far they've only sold in the USA. The next quarter sees the potential market double, with the UK, France and Germany all seeing the iPhone launch.
Click to expand...

Also add in Asia next year, and an explosion of third-party applications following the SDK, and 10 miilion iPhones over 18 months (July 07 - Dec 08) shouldn't be a problem.
 
eyehop said:
When I bought my iMac at an Apple Store this year, no one asked if I was a first time buyer or not...:rolleyes:
Click to expand...

Did you complete a survey? I would imagine that is their method.

I received one for my iPhone.... asked about previous/current cell/age/etc
 
Rocksaurus said:
$15.4 billion in cash, sitting there. Why not acquire a few games studios for some Mac exclusives and/or go for the throat with some very aggressively priced computers? Seems like now is as good a time as ever to grab some market share.

Oh sorry, I forgot who I was talking about...
Click to expand...

Maybe invest on some decent Graphic cards.
 
zeppiecr said:
I want to know why apple guided higher than analysts estimates for next quarter as they always sandbag the numbers....they must know something we don't!
Click to expand...

Because they are going to beat their own much higher extimates. Apple always under promises and over delivers.
 
amac4me said:
More switchers, switchers, and switchers!!! :) :cool: :D
Click to expand...

You should start seeing the virtuous cycle ramp up. Apple is being viewed as the "it" company, which will encourage more people to take a risk and buy an iPhone and Mac (2-3 years ago it was still a leap of faith for people to switch). As these sales ramp up, more developers will switch to developing for the OS X platform (both Mac and iPhone). With more developers there will be more applications attracting more buyers. And the cycle will continue to ramp up.
 
cazlar said:
I remember that many people doubted that report that 10% of iPhone were unlocked (I didn't!). By Apples own numbers then they are now estimating ~18%!
Click to expand...

The operative word is the "intention" to unlock. It isn't clear how many actually unlocked.

Still, I think that by next year, with US, Europe, and Asia markets all selling iPhones, full iPhone SDKs in the hands of developers for ~8 months, WWDC 08 which will probably have had a huge iPhone focus, Apple will be selling huge numbers of phones. I think the market is going to be fundamentally different by this time next year.
 
I'm glad to see the Mac numbers going up. News like this combined with general outrage over Vista is a good combination for attacking the home market.
yzp said:
I should deffinetly get apple stocks!!
Click to expand...
I think you're using the wrong verb tense... Maybe you meant "should definitely have gotten"?
ucfgrad93 said:
Revenue deferral will most likely help balance out a few potential "not-so-great" quarters in the future (if that is possible) by spreading the loot from stellar quarters (like the current one) evenly over a longer period of time.

Bottomline: Last quarter was actually much better than what the top-level numbers in the earning release says. It will be interesting to hear the questions from analysts in the conference call.
Click to expand...
Others have commented on the fact that Apple had announced that they'd be treating iPhone and :apple:TV as subscription revenue over 2 years. The rest of what you're saying though is correct. Recurring revenue like this will greatly smooth Apple's numbers quarter to quarter.
notsofatjames said:
maybe some people don't like seeing how much profit Apple are making on us...

or maybe some people don't want the mac market-share to grow so much, since the most used OS, is the one thats targeted most by hackers. And with higher productions volumes, less quality seems to come through..
Click to expand...
It's like farting in a crowded elevator. People vote negative just to see everyone else go on and on about who could have done it and why. Just ignore it...
longofest said:
Rocketman has a point, but keep in mind that the cash doesn't just sit there... Apple can (and does) invest it and make money off of it. Just think of what 15 billion in the bank will get in interest ;)
Click to expand...
Apple's not an investment bank. If they really thought they could do better by hoarding cash and generating interest then we should all worry about the future of their product line.
 
It's good to see some nice numbers from Apple, but what is "sandbagging"? Does it mean they will basically take a hit on the next quarter? :confused:

Detlev_73 said:
Yeah, great. That way every little teenie-bopper and their mom can go to the mall, grocery store, and restaurant, with their iPhone Nano glued to the side of their head and annoy the rest of the properly educated world, who would never air their dirty laundry in public, about how their husband doesn't hit her G-Spot right, or how they're SO upset that they only got a Gucci bag instead of a Luis Vuitton bag, or how they got a yeast infection from their pool boy, Ernesto, on and on and on, listening to the same friggin' psycho mumbo jumbo that we've all been subjected to by being forced to listen to the conversation since they're talking louder than a leaf blower. Get a life, nouveaux riche! :eek: Yes, I went there ;)
Click to expand...

We must hang out at the same grocery store.
 
Random Ping said:
The operative word is the "intention" to unlock. It isn't clear how many actually unlocked.
Click to expand...

of course it isn't proved that 250,000 are unlocked. but that figure must be iphones sold minus iphones subscribed to at&t, so unless they are just sitting around doing nothing it is likely that they are unlocked.

anyway the operative word isn't intention. apple have no idea of what is in the minds of those that bought iphones and haven't subscribed to at&t. they can only make some assumptions.
 
mashny said:
At this pace, they'll be bigger than Microsoft by the end of 2009 (I actually have a bottle of champagne set aside for that day). I'm looking forward to seeing the word "beleagured" used whenever Microsoft is mentioned.
Click to expand...

If that day comes, I will take the day off and spend it trolling and crowing at Windows idiots on the internet. Now that would be some fun...
 
mashny said:
At this pace, they'll be bigger than Microsoft by the end of 2009 (I actually have a bottle of champagne set aside for that day). I'm looking forward to seeing the word "beleagured" used whenever Microsoft is mentioned.
Click to expand...

Just for a point of reference, I think Dell has about $10B cash on hand, and Microsoft is around $29B. Since Dell now has less cash than Apple, maybe the right thing to do would be to liquidate Dell and return the funds to their shareholders (right Michael? LOL)...
 
You must log in or register to reply here.
Register on MacRumors! This sidebar will go away, and you'll see fewer ads.
Top Bottom
Back