10.20
Diwaktu krisis di US dan Eropa, Apple justru membukukan keuntungan terbesar sepanjang sejarah Apple. Quarter ini Apple berhasil menjual 3.05 juta komputer Macintosh (naik 17% dari tahun lalu), 10.2 juta iPod (naik 8% dari tahun lalu), dan 7.4 juta iPhone (naik 7% dari tahun lalu).
“We are thrilled to have sold more Macs and iPhones than in any previous quarter,” said Steve Jobs, Apple’s CEO. “We’ve got a very strong lineup for the holiday season and some really great new products in the pipeline for 2010.”
Untuk selengkapnya bisa langsung di denger di http://www.apple.com/quicktime/qtv/earningsq409/
Report Notes:
- CFO Peter Oppenheimer, COO Tim Cook, and Treasurer Gary Wipfler present
- Thrilled with record-breaking results, particularly given economic conditions
- Second-highest revenue ever, highest profit ever
- Macs: Record Mac sales by over 440,000
- Sales growing faster than overall market in 19 of last 20 quarters
- Portable sales up 35% year over year, 74% of Mac product mix
- Back to school performance strong: highest sales ever for U.S. education segment
- Response to Snow Leopard has been tremendous
- Total iPod sales down slightly, but 50% of iPod customers buying first iPod
- iPod touch sales up 100% year-over-year
- MP3 player market share still over 70%
- Strong sales at iTunes Store, customers loving iTunes 9
- iPhone sales: almost 7.4 million in quarter, a new record
- Pleased that iPhone tops J.D. Power business and consumer satisfaction surveys
- iPhone in China begins later this month, great opportunity
- Expanding carrier relationships in U.K. and Canada
- Retail stores: highest revenue, margin, and Mac sales ever
- Retail store revenue $1.87 billion, up from $1.72 billion
- 50% of retail store sales to first-time Mac owners
- Opened or remodeled ~100 stores over the past year
- Total gross margin up to 36.2%: Due to solid Snow Leopard sales, lower iPod transition costs than expected, smaller than expected component costs rise
- Cash and short-term marketable securities total $34 billion
- New accounting standards will allow adjusting revenue recognition for iPhone
- Only the value of the future software updates will be deferred, not entire hardware amount
- Don’t yet know what portion of revenue will be able to be immediately recognized
- Must begin new accounting by first quarter of fiscal 2011, but is a complicated transition and we are not prepared to adjust our reporting standards yet
- Thrilled with results: For the 2009 fiscal year, $36.5 billion revenue, $5.7 billion profit
- Looking forward to new products in 2010






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