maveness said:
i know..the pops were so annoying that i just couldn't stand it any more. i had to turn it off
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Apple Q3 2005 Financial Results
- Thread starter asif786
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i know..the pops were so annoying that i just couldn't stand it any more. i had to turn it off
But what I wanted to know was the rate of Pepsi iTunes redemption this year. The previous year it was a miserable 5%.
Any clue?
And just to let everyone know, there is a promotion going on now at 7-Eleven with the 33oz. Slurpees. Granted, 7-Eleven will try to charge you the full price of the Slurpee even if you only want to buy a cup (the cup has the iTunes code on it).
Any clue?
And just to let everyone know, there is a promotion going on now at 7-Eleven with the 33oz. Slurpees. Granted, 7-Eleven will try to charge you the full price of the Slurpee even if you only want to buy a cup (the cup has the iTunes code on it).
The Trend is your freind....
Apple has momentum! And is it about to go into the school selling season...
Q3 is usually slow becuase it is the summer break and spending is usually down so this is a very strong set of numbers... that's why analysts have been down on the stock - its hard ot predict yet another v strong quarter on the back of the past two when all the history shows that Q3 should be slower... ya can't argue the math.
So Apple turns out a better performance than everyone thought... well thems the breaks... oh dear... how sad.....
Apple has momentum! And is it about to go into the school selling season...
Q3 is usually slow becuase it is the summer break and spending is usually down so this is a very strong set of numbers... that's why analysts have been down on the stock - its hard ot predict yet another v strong quarter on the back of the past two when all the history shows that Q3 should be slower... ya can't argue the math.
So Apple turns out a better performance than everyone thought... well thems the breaks... oh dear... how sad.....
Flying Llama said:
NICE! Very impressive. I wish they would still be telling us computer-independant sales, but oh well...
How does this compare to the last quarter? It has definately grown immensly compared to a year ago.
EDIT: 616% growth in iPods!?! Wow, it's still growing.
llama
With apologies to Dr. Q, here are some numbers
Desktop sales
687K units, $845M revenue, Q3 2005
608K units, $803M revenue, Q2 2005
416K units, $567M revenue, Q3 2004
Portable sales
495K units, $720M revenue, Q3 2005
462K units, $691M revenue, Q2 2005
460K units, $696M revenue, Q3 2004
iPod sales
6,155K units, $1.103B revenue, Q3 2005
5,311K units, $1.014B revenue, Q2 2005
860K units, $249M revenue, Q3 2004
Other music which includes iTMS
$241M, Q3 2005
$216M, Q2 2005
$73M, Q3 2004
Total revenue
$3,520M, Q3 2005
$3,243M, Q2 2005
$2,014M, Q3 2004
Also nice to see we wont have supscriptions in the iTMS for now. Renting music is terrible, I don't see how anyone could like it.
llama
llama
The only worrisome note...
Despite impressive growth year-over-quarter, and beating market rates of growth in the computer sector, they are projecting FLAT revenues for next quarter; they describe this as a "prudent" response to concerns over lowered Mac sales in light of the Intel switch.
They totally dodged the question as to whether this flat forecast was made in light of a drop in sales seen after the Intel announcement (granted, only two weeks worth of data), or whether it was just being very conservative.
I'm still dithering over buying an iMac, myself, as I do need a new machine. Kinda hoping for another price drop.
Despite impressive growth year-over-quarter, and beating market rates of growth in the computer sector, they are projecting FLAT revenues for next quarter; they describe this as a "prudent" response to concerns over lowered Mac sales in light of the Intel switch.
They totally dodged the question as to whether this flat forecast was made in light of a drop in sales seen after the Intel announcement (granted, only two weeks worth of data), or whether it was just being very conservative.
I'm still dithering over buying an iMac, myself, as I do need a new machine. Kinda hoping for another price drop.
rdowns said:
Not bad for the desktops. Anyone know what model is the best seller? I know Apple quit releasing numbers by product families. My guess is the iMac G5 is killing even the mini in the desktop market.
I would say if they did release actual sales numbers by model in the desktop line it would probably rank like this... 1) iMac 2) Mac Mini 3) eMac 4) PowerMac. Anyone feel different?
I don't think the Intel switch will hurt much until part of the line is on Intel. The rest of the PowerPC product mix at that time will not sell. If the Mac Mini is the first to get an Intel processor it will then be faster then the PowerMac and iMac G5, so imagine what will happen to PowerMac sales??? Not good.
PowerMac Sales Down?
Make no mistake - Universal Binary will be the RULE for at least a decade if not forever. I believe there will be ZERO impact on all PPC PowerMacs after the completion of the switch to Intel. And I think we will still get native PPC code for many years to come.
Yeah that PowerMac sales down among geeks is really killing Apple. I only bought one before and another after the announcement. I'm really worried my dual 2.5 GHz PowerMac G5 will be so retarded next year - NOT!rdowns said:
Make no mistake - Universal Binary will be the RULE for at least a decade if not forever. I believe there will be ZERO impact on all PPC PowerMacs after the completion of the switch to Intel. And I think we will still get native PPC code for many years to come.
autrefois
macrumors 65816
Thanks rjfiske and rdowns!
Very good news all around. And they reiterated that there will be new Mac releases before the Intel switchover. Can't wait!
One caller also asked a really important question that gets raised here fairly often: if iPods are having a "halo" effect on Mac sales, why isn't Apple trying to capitalize on that by having Mac (TV) ads. The response was basically that if iPods are getting people to buy Macs, that iPod ads would certainly help the halo effect as well.
I suppose, but a Mac ad here and there couldn't hurt, could it?? I guess maybe now that the Intel switch is happening soon, it makes sense that they wouldn't necessarily do ads (or would it be the opposite: they should do ads to keep sales from slumping?). But anyway, I'm glad the question came up.
Very good news all around. And they reiterated that there will be new Mac releases before the Intel switchover. Can't wait!
One caller also asked a really important question that gets raised here fairly often: if iPods are having a "halo" effect on Mac sales, why isn't Apple trying to capitalize on that by having Mac (TV) ads. The response was basically that if iPods are getting people to buy Macs, that iPod ads would certainly help the halo effect as well.
I suppose, but a Mac ad here and there couldn't hurt, could it?? I guess maybe now that the Intel switch is happening soon, it makes sense that they wouldn't necessarily do ads (or would it be the opposite: they should do ads to keep sales from slumping?). But anyway, I'm glad the question came up.
maveness said:
I think Apple is just being overly pessimistic. With the back-to-school sales this quarter I believe they will see an increase over this amazing quarter.
I agree Apple really needs to have some good OS X TV spots. All they need to do is record the screen of someone using it. Show the UI, installing + uninstalling of apps, Expose, Dashboard, and iLife. Have a narration describing what is being seen and mention no malware, viruses. Regular folk have no idea that there are alternatives to Windows.
rosalindavenue said:
"Shipped"/"sold" are the same - the total units sold to the distribution channel. Units sold to consumers would be "sell-through".
Since distribution channel inventories were relatively unchanged (4-6 weeks for iPod, 4-5 weeks for Mac), the sell-through was 6.1mm iPods and 1.1mm Macs (i.e. your very valid point of units sitting in inventory does not apply in this case).
there are more desktops sold than portables. could that be a mac mini effect?
pity that they don't break down the numbers anymore. might be interesting to developers wich platforms are out there.
andi
pity that they don't break down the numbers anymore. might be interesting to developers wich platforms are out there.
andi
Dang...Can't wait until this Christmas quarter to see what impressive numbers Apple puts up... 10 Million iPod's sold? 1.5 Million Mac's?! Let's Hope!
Abercrombieboy said:
I guess maybe the PMacs sold more than eMacs.
While most of the news is really rosy, it should be tempered by the relatively small growth in NOTEBOOK sales. This is really noticable and can only be attributable to the lack of G5 processor. I wouldn't mind betting Powerbook sales were flat or even down, and overall notebook figures propped up by the iBook (Could be wrong).
Anyway you look at it, this is a bit of a shame as Apple had industry leading momentum in notebooks for so long, although admittedly some of this was probably due to crappy G4 Powermacs and G4 iMacs alternatives driving people to notebooks.
Just sayin'
maveness said:
My guess is that as Apple gets closer to release Intel Macs, you will see more of a negative impact on PPC Macs.
If you "need" a Mac sometime over the next few months, you might as well buy one now (in the grand scheme of things, a speed-bumped PPC Mac will be obsolete just as fast as one that is not). So I think Apple is stealing out-period sales into the current period. There also are probably a fair number of people who wouldn't want a rev. A Intel Mac who are purchasing a PPC Mac to get them through the transition.
As we get closer to the Intel Macs, I think you will see those in the market wait, especially after today's AppleInsider article about the speed of the Intel Macs.