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Apple Q3 Conference Call Results

nightcap965 said:
A song is a poor unit of measurement. How many "songs" are there in Beethoven or Mahler's 9th Symphony?

I know that pop music is iTunes' best seller, but it's not the only thing they sell. I buy audiobooks, opera, and symphonies, which tend to be more expensive and less easily divided into neat three minute Clear-Channel chunks.
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That's true. Per-song pricing is just the best of poor options. Paying per-minute or any such alternative would make the store more confusing, and it's the simplicity of the store and it's pricing structure that's a key reason for it's growth.
 
sinisterdesign said:
steve, i'm glad apple turned a profit, the mini's sales kick butt much to my surprise, but please, please get over this notion that we only need to control our dual-processor-liquid-cooled-gigabyte-RAM-wi-fi-aluminum BEAST with one paltry button.
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Well said!

'Nuff said!

Aluminum scroll wheel NOW...!
 
sinisterdesign said:
...steve, please, please get over this notion that we only need to control our dual-processor-liquid-cooled-gigabyte-RAM-wi-fi-aluminum BEAST with one paltry button.
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I can't imagine anyone making the point more eloquently! Right on.

digressing, people are rightly complimenting the accomplishments with the iPod mini, and there are rumors of an improved iPod to be announced next month. But i'd STILL like to see Apple supplement the product line with a solid state memory flashPod. It would be free of skips, less expensive, and that's important: Most companies try to sustain an entry level product and then groom customers to more expensive lines as their finances change (BMW, to use an iPod-related example, or Mercedes, both of which have lower-end models now than ten years ago, for that very reason). Not everyone has 5,000 songs, and not everyone who does has to have all of them with them all the time. A lot of music could be put on a 256MB flash device, or the next couple hours' worth of an audio book, or the three hour radio broadcast you missed a few days ago but recorded with Griffin's soon to be released (vaporware since a year ago) radio Shark.

Thinking a 4GB miniPod has to be the bottom end doesn't make sense, any more than thinking digital cameras had to come with that much memory. the beauty of firewire and usb and modern apple software is that moving pix or music from a computer to a peripheral is so easily done.

end of rant.

terry
 
dongmin said:
Apple is kissing goodbye the education market for the iMacs.
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There is no iMac education market. For the most part, schools cannot afford to pay an extra $20,000 just to get flat screens in a computer lab. Either they will buy an affordable eMac, or spend the extra money on PowerMacs and use existing monitors.

College students are not interested in buying desktop machines. Most dorm rooms include a PC, so if kids want a computer of their own, they want a laptop to use with campus-wide WiFi.
 
craigiest said:
Most dorm rooms include a PC, so if kids want a computer of their own, they want a laptop to use with campus-wide WiFi.
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What college did you go to where dorm rooms included a PC? I agree though, on campus here its either power macs or notebooks almost invariably, except for a few people who do have iMacs. But there are no school owned iMacs - and our campus is very Mac friendly.
 
Numbers...

Alls I can say is that most people posting here know even less about finance than I do. For the love of God, if you don't understand financial statements, go learn from somebody knowledgeable like Ken Lay.

Really, though, not to beat a dead horse, gross margins are calculated before certain expenses and net are calculated after.

Financial statements are pretty bogus, anyway... 3% interest on 4 billion dollars is 30 million per quarter before tax and companies have all sorts of legitimate schemes for deferring expenses and revenues to make the numbers look pretty. Better to look at margins and units shipped...

Dell's net profit margin for the last quarter was 6.3% and spent a MEASLY 1.2% of sales on R&D.
Apple's net profit margin was 3%, but they typically spend nearly 10% of sales on R&D. In fact, apple spent MORE money on R&D than Dell desite sales being only 1/6th of Dell's.
 
psgibbs said:
What college did you go to where dorm rooms included a PC? I agree though, on campus here its either power macs or notebooks almost invariably, except for a few people who do have iMacs. But there are no school owned iMacs - and our campus is very Mac friendly.
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What college do you go to man? I've only seen one college that's been friendly to Macs, that's Miami University.
 
psgibbs said:
What college did you go to where dorm rooms included a PC?
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My alma mater, Ohio University, in Athens, Ohio, started putting computers in every dorm room at least five years ago. Part of the "give the kids whatever they want" approach to recruiting. I think many schools have followed.
 
psgibbs said:
What college did you go to where dorm rooms included a PC? I agree though, on campus here its either power macs or notebooks almost invariably, except for a few people who do have iMacs. But there are no school owned iMacs - and our campus is very Mac friendly.
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During the WWDC I had a chance to visit the Sonoma State University in Rhonerpark, north of San Francisco, I saw Macs everywhere and at their bookstore where they sell computers, they display only Mac and on their flyers it says Sonoma State Loves Mac :cool: and they have campus wide WIFI also, however, you have to have an account to do other thing on the network beside surf the net via a web browser.
 
"If Apple had sold 70 million songs as of April 28th on their first anniversary, then that means that Apple only sold some 30 million songs in the quarter. How did that translate to $73 million in revenue? That's quite a bit more than 99¢ a song."

The quarter ran April 1 - June 30.

They sold a lot more than 30 million songs during that time period.
 
my way of looking at it...

Everyone talks about how people will be sooo disappointed if there was no g5 imac/powerbook..... but truthfully, it's not a hot seller like the g4. The eMacs and 'books are carrying the load! I guess after september everyone will be like... "Well if the eMac/ibook/pbook doesn't get a g5 it's just not worth it!" Truth be told... I don't ever remember hearing a single G5 was so much better than a single g4.... have they improved altivec handling in the g5?
From the sales figures I am assuming the majority of buyers are aiming at the entry level. (As I type this on my g3 crt imac.)
Oh and please don't just put it all behind the monitor... I don't want a dell. Nor do I want to walk up to my monitor hanging on the wall to put in a disk.
Hell, why not transform the fp imac into a tablet/portable with 'book parts and wireless everything. Apple wouldn't look so left out on office depot's site then.
The future is mobile.
 
rogo said:
The quarter ran April 1 - June 30.

They sold a lot more than 30 million songs during that time period.
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March 15, 2004: Apple announced 50 million songs ar a rate of 2.5 million songs a week.

July 1, 2004: Apple announces that they are at almost 95 million.

So revise the total to some 40 million songs in the quarter. Taking into account Album sales which will drive down the per song price, plus I'm not sure that it's been determined if total downloads includes the free ones, that still only accounts for roughly half of the stated revenue.

If the other half came from books, say an average of $20 a book, that's around 2 million book downloads in the quarter.

I'm wondering if we shouldn't be calling it the "iTunes Book Store."
 
fossicker said:
It would be interesting to know just how many book sales there were last quarter. I'm guessing it was higher than normal due to the Clinton book and the David Sedaris book (the latter is currently selling more than the former), both of which came out last quarter.
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The Clinton book only became available June 21 so I don't know that it added that many downloads.

But even Audible only had revenue of $6.6 million in the first quarter with a projection of up to $30 million total for the year 2004.

There's no way that Apple did over $30 million in book downloads in a single quarter. Say Apple had $10 million in book downloads, there's till about $30 million in unexplained revenue.
 
dongmin said:
The idea is not to simply slap the cpu on the back on the display. The idea is to make the cpu disappear altogether, to reduce the computer to the actual components that a user interacts with: display, keyboard, and mouse. Imagine opening up the box of the iMac and taking out just one thin rectangular box with just a single cable for power. The keyboard and mouse are wireless. Networking is wireless via Airport Express. No set up required. All you need to do is simply mount the box on the wall (or set it on a desktop), connect the power cable, and hit the power button. No hassle. No clutter. The ultimate in minimalist computing.
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I love this idea. Imagine a sort of smart TV in your living room, mounted on the wall. You can interact with it via your bluetooth peripherals. Want to show off those family photos, connect to the internet, or do some work without leaving the living room or having to hookup to your laptop? No problem. How about bringing up live stats on the game from the internet, maybe in a nice little separate window? Nice.
 
dongmin said:
The idea is not to simply slap the cpu on the back on the display. The idea is to make the cpu disappear altogether, to reduce the computer to the actual components that a user interacts with: display, keyboard, and mouse. Imagine opening up the box of the iMac and taking out just one thin rectangular box with just a single cable for power. The keyboard and mouse are wireless. Networking is wireless via Airport Express. No set up required. All you need to do is simply mount the box on the wall (or set it on a desktop), connect the power cable, and hit the power button. No hassle. No clutter. The ultimate in minimalist computing.
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While I think this idea is awesome - Apple first would need to make it so all applications can stream audio to the Airport Express. For instance, playing DVDs should give you the option to send all the audio to the airport. The only question being, would 5 channel sound work with it? Also, does anyone know if the Airport Express audio components have a developer kit, so developers can implement it? These things would be very interesting to know.
 
PBG5 in December.....

themacman said:
Since we know the Imac is going to have a G5, whats the Chance PB G5 in December
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Sure.....if you mean December '05. :eek: Just kidding :D

Seriously, though, I'm dying for a PBG5, as are so many others, but I'm beginning to resign to the fact that I'll probably have to wait until next spring or even summer until I can realistically think about having one in my possession. Sure, they might announce it sometime towards the end of the year or beginning of next, but then there will be setbacks in production, heat dissipation problems, shipping delays, etc. Even that prediction is starting to seem optimistic, since they're still having problems getting 970fx's out of IBM. Also, you can forget about anything over 2ghz in a laptop, or even this new iMac for that matter. I'd be shocked to see anything over 1.8ghz, given the heat issues.

Sorry to be such a downer, kids. At least Apple keeps giving us some good news to spread the sunshine, like the profit numbers, displays, new pods, etc. Chins up!

Hey, is there any glory in having the LAST post around here? :cool:
 
Mr. G4 said:
During the WWDC I had a chance to visit the Sonoma State University in Rhonerpark, north of San Francisco, I saw Macs everywhere and at their bookstore where they sell computers, they display only Mac and on their flyers it says Sonoma State Loves Mac :cool: and they have campus wide WIFI also, however, you have to have an account to do other thing on the network beside surf the net via a web browser.
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My father actually is a professor there in Chemistry, and Sonoma State University in Rohnert Park (45 mins north of San Francisco) is an extraordinarily mac-friendly campus... they give the faculty their choice of computers, Apple or Dell... They set my dad up with a nice flat panel iMac. They work flawlessly in a mixed environment and the administration hasn't tried to cheap out on computers like a lot of places and go with buggy windows junkboxes...
 
This is all great news for Apple!

Doctor Q said:
Steve running Pepsi? That would be an ironic twist! Would he announce Pepsi upgrades and new flavors every few months?
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Speaking of flavors, since
• we now know there will be iMac G5s, and
• the new "regular" iPods are reportedly going to have different colors, according to Think Secret

can we expect flavors to come back to iMacs? I think a lot of people liked being able to choose their computer's color.
 
jouster said:
Uh.....you need to check your attachement.

Pepsico's cap is $5,292,000,000.00

What, did you really think Pepsi is worth five million bucks? They probably do three or four times that in daily sales.

Also, a lot of people here seem to think that companies sell for their market cap value. This not accurate.

Edit: They do nine billion per annum. Buying price would reflect this, not their cap.
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The attached image was actually for the Pepsi Bottling Group - the company that bottles the sugar water. PepsiCo's Market Cap is ~$88B. Typically when you acquire a publically traded company you will pay a premium above the current market cap - after all, that's what you could buy it for on the open market anyway. The amount of the premium will be based on things like sales, growth, other intangibles, etc.

But, I think that it is safe to assume that AAPL will not be acquiring PEP anytime soon.

-- Ben
 
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