iPhone added 42 more carriers, 15 new countries. China was a big contributor to iPhone growth, plus Brazil, Mexico, and the Middle East.
Monthly Archives: July 2011
Sorry, that was Tim Cook not P…
Sorry, that was Tim Cook not Peter Cook. Peter Cook is an actor.
Peter Cook re iPad cannibaliza…
Peter Cook re iPad cannibalization of Mac sales: “There’s a lot more of the Windows PC market for iPad to cannibalize than Mac sales.”
Oppenheimer notes that there’s…
Oppenheimer notes that there’s a future product transition coming in Q3.
Huh. Apple goes to 3-year reve…
Huh. Apple goes to 3-year revenue recognition for OS sales. iOS devices sold are also getting deferred revenue allocations for iCloud.
iPad is being adopted by busin…
iPad is being adopted by businesses widely — Peter Oppenheimer is providing case examples on the earnings call.
Judging from public quotes, af…
Judging from public quotes, after-hours trading in AAPL appears to be halted. Maybe a lack of sellers?
The scary thing about Apple’s …
The scary thing about Apple’s astounding earnings is that Q2 is historically Apple’s slowest quarter of the year. What will Q4 be like? #yg
Apple blows out earnings: $7.7…
Apple blows out earnings: $7.79 per share v $3.51 a year ago. 9.25 million iPads too. Words fail me. http://bit.ly/pixrr5
John Kosner: Mobile is the #1 …
John Kosner: Mobile is the #1 screen. We say that to be provocative, but it rings true from how consumers use phones. #cleanslate2011 #YG