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Notes of interest from Apple Q1 2012 conference call

Notes of interest from Apple's Q2 2012 conference call

Below are notes of interest from Apple's just-completed 2012 conference call. Some interesting comments -- or non-comments -- from Tim Cook on Apple Television, bigger 4

Conference call: apple.com

an 24 2012, 4:59 PM: reneritchie: Apple Q1 2012 results: $46.33 billion in revenue, 37.04 million iPhones, 15.43 million iPads, 15.4 million iPods

  • Jan 24 2012, 5:00 PM: reneritchie: Chris - they could give the US a loan...

  • Jan 24 2012, 5:02 PM: reneritchie: Call starting now.

  • Jan 24 2012, 5:02 PM: reneritchie: Oppenheimer likely up first. Read out the results.

  • Jan 24 2012, 5:03 PM: reneritchie: And here's Op.

  • Jan 24 2012, 5:03 PM: reneritchie: Biggest Q in history, new records. Highs for iPhones, iPads, Macs. (Poor iPod).

  • Jan 24 2012, 5:03 PM: reneritchie: 46.3 billion in rev. 73% growth. Feuled by iPhone, iPad, Mac. Aided by 14th week in quarter. 17 billion margin. 13.1 billion income.

  • Jan 24 2012, 5:04 PM: reneritchie: Equalling half the income of half of 2011.

  • Jan 24 2012, 5:04 PM: reneritchie: Going over stocks now.

  • Jan 24 2012, 5:04 PM: reneritchie: Macs.

  • Jan 24 2012, 5:04 PM: reneritchie: New record with 5.2 million Macs. New records for desktop and portables.

  • Jan 24 2012, 5:05 PM: reneritchie: Average weekly sales up strongly. Outgrew market in all geographies, especially Asia/Pac. Fueled by MacBook Pro, Air, iMac strong.

  • Jan 24 2012, 5:05 PM: reneritchie: 3-4 weeks of inventory.

  • Jan 24 2012, 5:05 PM: reneritchie: Mac App Store a success. Over 100 mil apps in less than a year. Thousands of apps.

  • Jan 24 2012, 5:05 PM: reneritchie: (Not as big as iOS app store by far)

  • Jan 24 2012, 5:05 PM: reneritchie: 15.4 million iPods. Down from 19 last year.

  • Jan 24 2012, 5:06 PM: reneritchie: Ahead of expectations. IPod touch more than 50%. Over 70% of MP3 market. Top selling MP3 player in most countries.

  • Jan 24 2012, 5:06 PM: reneritchie: 4-6 weeks of inventory.

  • Jan 24 2012, 5:06 PM: reneritchie: iTunes store generated 1.7 billion

  • Jan 24 2012, 5:06 PM: reneritchie: Launched iTunes Music in Brazil and 27 other countries.

  • Jan 24 2012, 5:06 PM: reneritchie: iTunes customer busy on Xmas, 140 million downloads

  • Jan 24 2012, 5:07 PM: reneritchie: iPhone sold 37 million. 128% growth. Way ahead of market.

  • Jan 24 2012, 5:07 PM: reneritchie: Very strong growth in all segments thank to iPhone 4S. Customer captivated by Siri.

  • Jan 24 2012, 5:07 PM: reneritchie: (Talking up Siri)

  • Jan 24 2012, 5:07 PM: reneritchie: iPhone inventory up 200k, 6 mil in channel, below 4-6 weeks.

  • Jan 24 2012, 5:07 PM: reneritchie: iPhone revenue was 24.4 billion inlcuding accessories. 133% up

  • Jan 24 2012, 5:08 PM: reneritchie: Nearly all Fortune 500 companies use/test iPhone. Changing way companies use mobile devices.

  • Jan 24 2012, 5:08 PM: reneritchie: Developing, deploying mission critical apps.

  • Jan 24 2012, 5:08 PM: reneritchie: (Listing tons of companies using iPhone, including Facebook)

  • Jan 24 2012, 5:09 PM: Bla1ze: That's a lot of companies.

  • Jan 24 2012, 5:09 PM: reneritchie: Pleased to be shipping in China, 90 countries, fastest rollout ever

  • Jan 24 2012, 5:09 PM: reneritchie: 15 million iPads. 111% increase.

  • Jan 24 2012, 5:09 PM: reneritchie: iPad popular with holiday buyers.

  • Jan 24 2012, 5:09 PM: reneritchie: iPad + accessories up 99%, 9.1 billion

  • Jan 24 2012, 5:09 PM: reneritchie: iPad sales exceeded expectations. 4-6 weeks inventory.

  • Jan 24 2012, 5:10 PM: Felichiomo: hello

  • Jan 24 2012, 5:10 PM: reneritchie: Unprecendented adoption in business. Nearly all fortune 500 companies.

  • Jan 24 2012, 5:10 PM: reneritchie: iPad enables business to change the way to work. (Giving examples.)

  • Jan 24 2012, 5:10 PM: Bla1ze: Heck, even my bank uses iPads

  • Jan 24 2012, 5:11 PM: reneritchie: 1.5 million iPads in use in education

  • Jan 24 2012, 5:11 PM: reneritchie: 1000 one-to-one deployments.

  • Jan 24 2012, 5:11 PM: reneritchie: Announced iBooks 2 last week. (Giving marketing pitch)

  • Jan 24 2012, 5:11 PM: reneritchie: (Listing publishers)

  • Jan 24 2012, 5:11 PM: Bla1ze: And with iBooks 2, that number will grow.

  • Jan 24 2012, 5:11 PM: reneritchie: iBooks Author means anyone with a Mac can create books, publish them.

  • Jan 24 2012, 5:11 PM: reneritchie: (How many copies? Missed that!)

  • Jan 24 2012, 5:12 PM: Bla1ze: 600,000

  • Jan 24 2012, 5:12 PM: reneritchie: Thanks!

  • Jan 24 2012, 5:12 PM: reneritchie: 3 million copies of iTunes U downloaded

  • Jan 24 2012, 5:12 PM: reneritchie: 315 cumulative iOS device sales. 62 million last quarter.

  • Jan 24 2012, 5:12 PM: reneritchie: iOS and iCloud launched last quarter. Customer loves it!

  • Jan 24 2012, 5:12 PM: reneritchie: 85 million iCloud customers.

  • Jan 24 2012, 5:12 PM: reneritchie: (Giving iCloud pitch)

  • Jan 24 2012, 5:13 PM: Bla1ze: 85 million customers signed up for iCloud?

  • Jan 24 2012, 5:13 PM: reneritchie: App Store includibly succesful. 170,000 iPad apps, half a million total

  • Jan 24 2012, 5:13 PM: reneritchie: Chris -- is that what he said?

  • Jan 24 2012, 5:13 PM: Bla1ze: I believe so, yes.

  • Jan 24 2012, 5:13 PM: reneritchie: Apple retail had record sales.

  • Jan 24 2012, 5:13 PM: reneritchie: iPhone sales robust, doubling. IpHone 4S launch.

  • Jan 24 2012, 5:13 PM: reneritchie: iPad 2 was strong over the holidays.

  • Jan 24 2012, 5:14 PM: reneritchie: 1.1 million Macs. Half the Macs sold are still to new Mac customers.

  • Jan 24 2012, 5:14 PM: reneritchie: 4 new stores including Grand Central.

  • Jan 24 2012, 5:14 PM: reneritchie: 358 stores open. 17.1 million average per store. 43% up.

  • Jan 24 2012, 5:14 PM: reneritchie: 45% increase in visitors.

  • Jan 24 2012, 5:14 PM: Bla1ze: (Still waiting for my Halifax store, cause you know -- obviously Apple needs my money lol)

  • Jan 24 2012, 5:15 PM: reneritchie: 22,000 visitors per store, per week on average.

  • Jan 24 2012, 5:15 PM: reneritchie: Easy pay checkout has helped handle the traffic.

  • Jan 24 2012, 5:15 PM: reneritchie: Personal pickup let's them pick up in-store products in an hour, makes shopping easier/faster.

  • Jan 24 2012, 5:15 PM: reneritchie: Lower commodities, leverage on higher revernue, one-time (something?), higher iPhone sales.

  • Jan 24 2012, 5:16 PM: reneritchie: (Getting into the financial stuff.)

  • Jan 24 2012, 5:16 PM: reneritchie: Cash on hand is now 97.6 BILLION

  • Jan 24 2012, 5:16 PM: reneritchie: 64 billion is off shore.

  • Jan 24 2012, 5:16 PM: reneritchie: 17.5 in cashflow. Actively discussing use. Nothing to announce. Very disciplined. Not letting it burn a hole in their pocket.

  • Jan 24 2012, 5:17 PM: reneritchie: Next quarter is 13 weeks. Expect 32.5 billion. Gross margins to be 42%, OPEX 3.05 billion.

  • Jan 24 2012, 5:17 PM: reneritchie: 25.25% tax rate, eps of 8.25

  • Jan 24 2012, 5:17 PM: reneritchie: Closing. Very please. (Yeah, I'd be please too!)

  • Jan 24 2012, 5:17 PM: Bla1ze: 8.50

  • Jan 24 2012, 5:18 PM: reneritchie: TThanks!

  • Jan 24 2012, 5:18 PM: reneritchie: Strongest product lineup in Apple history.

  • Jan 24 2012, 5:18 PM: reneritchie: Q&A time!

  • Jan 24 2012, 5:18 PM: Bla1ze: Excited for the new product pipeline..

  • Jan 24 2012, 5:18 PM: reneritchie: Can you describe iPhone momentum? Enthusiasm for H1 2012?

  • Jan 24 2012, 5:19 PM: Bla1ze: Looking for details on metrics

  • Jan 24 2012, 5:19 PM: reneritchie: Cook: Thrilled with sales. Substantially above previous. Breathtaking customer receptuon of iPhone 4S/iOS 5/camera/Siri

  • Jan 24 2012, 5:19 PM: reneritchie: Customers loving it

  • Jan 24 2012, 5:20 PM: reneritchie: Made a bold bet as to what demand would be, despite bold bet, Apple was short of supply. Ended with significant backlog. Improved some since end of Q. Still short in key geographies.

  • Jan 24 2012, 5:20 PM: reneritchie: Also attibuted to delayed purchases from prior quarter, people anticipating new iPhone. Made a correct decsion to go with broad range, turned out to be good. 14th week was part of this, factored that in.

  • Jan 24 2012, 5:20 PM: reneritchie: Strength in every key region, US and Japan particularly.

  • Jan 24 2012, 5:21 PM: reneritchie: Many more sales days than most countries.

  • Jan 24 2012, 5:21 PM: reneritchie: iPhone sale sin greater China especially since iPhone 4S didn't start in PRC until Jan.

  • Jan 24 2012, 5:21 PM: reneritchie: Could not be happier

  • Jan 24 2012, 5:21 PM: reneritchie: Bet bold but not high enough, customers loving it, Apple happy.

  • Jan 24 2012, 5:21 PM: reneritchie: Q: ASP is up for iPhone, good mix of higher capacity 4S?

  • Jan 24 2012, 5:22 PM: reneritchie: TC: iPhone 4S was most popular iPhone. Consistent with most launches. See higher mix of front end.

  • Jan 24 2012, 5:22 PM: reneritchie: Q: Pent up demand at end of December is US, Japan, or new countries?

  • Jan 24 2012, 5:23 PM: reneritchie: Q: Component environment, production capacity, can you address catch up demand, China? Help you rebuild inventory in March?

  • Jan 24 2012, 5:23 PM: reneritchie: TC: Demand in China has been staggering. Selling through reseller and online. Not currently in retail. Demand off the charts.

  • Jan 24 2012, 5:23 PM: reneritchie: Very happy.

  • Jan 24 2012, 5:24 PM: reneritchie: Other countries were smaller countries in terms of demand. Will see how it goes. Did make progress.

  • Jan 24 2012, 5:24 PM: reneritchie: Caught up in some countries, still some to catch up on.

  • Jan 24 2012, 5:24 PM: reneritchie: Component environment is favorable, one of the things that let them overachieve on gross margin. Predicts it will stay favorable except for hard drives affected by tragedy in Thailand.

  • Jan 24 2012, 5:25 PM: reneritchie: Doesn't predict issue but will pay more, reflected in guidance.

  • Jan 24 2012, 5:25 PM: reneritchie: Q: More detail on hard drive? Impact on sales? Impact on revenue?

  • Jan 24 2012, 5:25 PM: reneritchie: TC: Was not material supply or cost for December quarter.

  • Jan 24 2012, 5:25 PM: reneritchie: March quarter not expecting any material supply impact but prices have increased, included in guidance.

  • Jan 24 2012, 5:26 PM: reneritchie: Q: December quarter NAND down 10%, DRAMM down 40%(?) How favorable will pricing be in March quarter?

  • Jan 24 2012, 5:26 PM: reneritchie: TC: Not confirming percentages but did receive better cost, particularly on displays, NAND flash, DRAMM. Continue to have supply exceed demand.

  • Jan 24 2012, 5:27 PM: reneritchie: HD big exception, constrained industry wide basis. Can navigate supply issue, paying more for them.

  • Jan 24 2012, 5:27 PM: reneritchie: PO: Loss of leverage on lower revenue, non recurrence of 1 time items, stronger US dollar.

  • Jan 24 2012, 5:28 PM: reneritchie: PO: How big were 1 time items?

  • Jan 24 2012, 5:28 PM: reneritchie: (Not PO, Q

  • Jan 24 2012, 5:28 PM: reneritchie: PO: Better mix, largely iPhone sales

  • Jan 24 2012, 5:28 PM: reneritchie: Q: iPad -- very strong numbers december quarter, any impact from lower price tablets? How do you think of competition from Amazon?

  • Jan 24 2012, 5:29 PM: reneritchie: TC: Really happy with 15 million iPad sales, took down inventory slightly. Consistent with long term belief that this is huge opportunity for Apple over time.

  • Jan 24 2012, 5:29 PM: reneritchie: Truly believe that tablet market in units is bigger than PC market. Interesting to note it's clear on IDC data on desktops, tablets exceeded desktop sales in US.

  • Jan 24 2012, 5:30 PM: reneritchie: Significant momentum. Competitiveness -- ecosystem is in a class by itself. Larger canvas. 170,000 apps for iPad. A few hundred for the competition.

  • Jan 24 2012, 5:31 PM: reneritchie: People really wnat to do multiple things with tablets. Don't see limited function tablets/e-readers in teh same categories. Will sell a far enumber of units but iPad wanters won't settle.

  • Jan 24 2012, 5:31 PM: reneritchie: Last year year of tablet. Was year of iPad for second year in a row.

  • Jan 24 2012, 5:31 PM: Bla1ze: No iPad killers? I'm shocked.

  • Jan 24 2012, 5:31 PM: reneritchie: Q: Digging into iPad, what are you learning in terms of elasticity?

  • Jan 24 2012, 5:31 PM: Bla1ze: Looking at iPhone numbers now.

  • Jan 24 2012, 5:31 PM: reneritchie: Pre-paid market.

  • Jan 24 2012, 5:32 PM: reneritchie: TC: Each model, 3GS, iPhone 4, was important in achieving total units.

  • Jan 24 2012, 5:32 PM: reneritchie: Glad to cover broad range of products. IPhone 4S most popular.

  • Jan 24 2012, 5:32 PM: reneritchie: Post paid market much smaller difference between models. Larger in pre-paid market.

  • Jan 24 2012, 5:32 PM: reneritchie: Too early to tell. Just started in Oct.

  • Jan 24 2012, 5:32 PM: reneritchie: Thrilled with total result.

  • Jan 24 2012, 5:33 PM: reneritchie: Q: Discussing uses of cash? Any difference than historical behavior? Thinking more constructively?

  • Jan 24 2012, 5:34 PM: reneritchie: PO: Always discussed internally in management and board. Recognize it's growing for all the right reasons. Today, discussions are active.

  • Jan 24 2012, 5:34 PM: reneritchie: Nothing to announce.

  • Jan 24 2012, 5:34 PM: reneritchie: Q: Time frame? Will you tell us when you finish? Process? Ending?

  • Jan 24 2012, 5:34 PM: reneritchie: PO: When they have something to announce, they'll announce it.

  • Jan 24 2012, 5:35 PM: reneritchie: Q: Gross margins. Saying it's going 270 basis points, bucking trends. Loss of 1-time item that significant.

  • Jan 24 2012, 5:35 PM: reneritchie: PO: (Giving same answer to same question. Sigh. Analysts, up yo game!)

  • Jan 24 2012, 5:35 PM: llofte: such lame questions

  • Jan 24 2012, 5:36 PM: reneritchie: (How about asking what they think of the television market?)

  • Jan 24 2012, 5:36 PM: reneritchie: (They won't answer, but the non-answer will be interesting)

  • Jan 24 2012, 5:36 PM: Bla1ze: Here we go Rene

  • Jan 24 2012, 5:37 PM: reneritchie: Q: Congrats! At CES, everyone has connected TV, trying to solve problems only Apple can solve. Apple TV looks outdated. What's your strategy?

  • Jan 24 2012, 5:37 PM: Bla1ze: Sold 2.8 million Apple TV's

  • Jan 24 2012, 5:37 PM: reneritchie: TC: Apple TV doing well. Sold 2.8 million last year. December quarter new record, 1.4 million. (Including Leanna!). Still classified as hobby.

  • Jan 24 2012, 5:37 PM: Bla1ze: (and me)

  • Jan 24 2012, 5:37 PM: reneritchie: Continue to add things to it. Couldn't live without it. Fantastic product. Pull strings, see where it takes us. No comment.

  • Jan 24 2012, 5:37 PM: reneritchie: TC: New job as CEO, any surprises?

  • Jan 24 2012, 5:38 PM: reneritchie: (Q, not TC)

  • Jan 24 2012, 5:38 PM: reneritchie: TC: I love Apple, priviliege to work with incredible team. Lucky.

  • Jan 24 2012, 5:38 PM: reneritchie: Q: Strategic, first 4 months?

  • Jan 24 2012, 5:38 PM: reneritchie: TC: Look at our results, team doing terrific job.

  • Jan 24 2012, 5:38 PM: reneritchie: Q: (Montreal!) Cash balance, perspective on framing different opportunities?

  • Jan 24 2012, 5:39 PM: Bla1ze: Again with the cash balance questions.

  • Jan 24 2012, 5:39 PM: reneritchie: PO: Examining all possibilities -- acquisitions, supply chain, otherwise, nothing to share on dividends or buy backs. Actively discussion. Not burning a hole in their pockets.

  • Jan 24 2012, 5:40 PM: reneritchie: Q: iCloud? What's your perception on value add? What are the metrics used to determine if its driving success?

  • Jan 24 2012, 5:40 PM: reneritchie: TC: Shared number of customers - 85 million in just a few months.

  • Jan 24 2012, 5:40 PM: reneritchie: Solved a lot of problems

  • Jan 24 2012, 5:40 PM: reneritchie: (Doing marketing pitch on iCloud)

  • Jan 24 2012, 5:41 PM: reneritchie: Not a product, it's a strategy for the next decade.

  • Jan 24 2012, 5:41 PM: reneritchie: Q: iPhone distro in the Q, moving forward

  • Jan 24 2012, 5:41 PM: reneritchie: Where are you? Prospects for expansion in China, carriers?

  • Jan 24 2012, 5:41 PM: reneritchie: TC: 130,000 points of sale, up 35%

  • Jan 24 2012, 5:42 PM: reneritchie: Captured carriers, key retailers

  • Jan 24 2012, 5:42 PM: reneritchie: Extremely pleased.

  • Jan 24 2012, 5:42 PM: reneritchie: Incumbant carriers did incredbly well, proud of new carriers. Nothing to announce on China expansion. Extremely important market for Apple.

  • Jan 24 2012, 5:43 PM: reneritchie: Q: Revenue guidance for March quarter?

  • Jan 24 2012, 5:43 PM: reneritchie: (Interesting no one is asking about Google competition this time?)

  • Jan 24 2012, 5:44 PM: reneritchie: PO: Would expect to have yearly increase on iPhone, down sequentially. iPad same thing.

  • Jan 24 2012, 5:44 PM: reneritchie: Mac, iPod, same thing, seasonality.

  • Jan 24 2012, 5:45 PM: reneritchie: PO: Five reaosns why he expects greater down: 1) 14th week, 1/14th of revenue, 2) 14th week fell in March Q last week, not included this week, typically higher than average. 3) iPhone inventory increased 1.7 mil unites. 4) benefited from launch of iPhone 4S, pent up demand. Fastest roll out ever.

  • Jan 24 2012, 5:46 PM: reneritchie: 5) US dollar up against Euro. Last year was flat.

  • Jan 24 2012, 5:46 PM: reneritchie: Q: Acquisitions? Strategy? Annobit?

  • Jan 24 2012, 5:47 PM: reneritchie: PO: Done acquisitions that were small, medium with great talent, great start on product/technology/IP.

  • Jan 24 2012, 5:47 PM: reneritchie: Tend to do several a year. Very diciplined. track record very strong.

  • Jan 24 2012, 5:47 PM: reneritchie: Q: How are they integrated in? Run as stand alone?

  • Jan 24 2012, 5:48 PM: reneritchie: TC: We don't believe in lots of divisions. One company, not a lot of mini-companies. Semi conductors work for Mansfield like rest of hardware. Bob integrating Annobit. Fantastic technical talent. Lucky they joined.

  • Jan 24 2012, 5:49 PM: reneritchie: Q: Focus on China, 500 carriers in the world? Adding them? Country rollout, China on rollout side, Brazil next, what about Russia, India retail?

  • Jan 24 2012, 5:49 PM: reneritchie: TC: Key online, carrier, retailer partners. Russia, india through partners. In all thoe countries.

  • Jan 24 2012, 5:50 PM: reneritchie: Clear in the past, ton more energy in the China market today doesn't mean lack of focus or effort in other countries, just less.

  • Jan 24 2012, 5:50 PM: reneritchie: Brazil is huge opportunity.

  • Jan 24 2012, 5:50 PM: reneritchie: Doesn't invision retail in near term.

  • Jan 24 2012, 5:50 PM: reneritchie: Beginning to see traction, recognize they have to focus to deeply understand, get to large revenue figure like greater China.

  • Jan 24 2012, 5:51 PM: reneritchie: More carriers, anticipate adding them. Nothing specific but looking at the same list you are. Major carriers, number much smaller.

  • Jan 24 2012, 5:51 PM: reneritchie: Same thing with countries. All are important. Wants to get into all of them.

  • Jan 24 2012, 5:52 PM: reneritchie: Q: tablet market? iPad growth outpaced expectations. Think Apple benefitted from lower cost, reduced feature tablets? Checked them out, traded up to iPad? Same thing with MacBook Air? Ultrabook clones?

  • Jan 24 2012, 5:52 PM: reneritchie: TC: Data in US looked at on weekly basis after Amazon launched Kindle Fire. Wasn't obvious effect plus or minus. Heard your theory from some customers who did just taht.

  • Jan 24 2012, 5:52 PM: reneritchie: Whether that's happening on large basis, he doesn't know. No obvious change.

  • Jan 24 2012, 5:53 PM: reneritchie: Is cannibalization of Mac by iPad but continue to believe much more cannibilzation of Windows. Love that trend.

  • Jan 24 2012, 5:53 PM: reneritchie: TC: iPad is very diffrent: Can see it nbegiining to appear everywhere. Business has adopted it. Fortune and global 500. K12 sold 2x iPads to Macs.

  • Jan 24 2012, 5:54 PM: reneritchie: Education adopts tech slowly so surprising.

  • Jan 24 2012, 5:54 PM: reneritchie: Consumer has moved in huge way to iPad.

  • Jan 24 2012, 5:54 PM: reneritchie: Winning market by market by market.

  • Jan 24 2012, 5:54 PM: reneritchie: Consumers who think about ecosystem, customer experience, Apple will win a fair number. See that in the results.

  • Jan 24 2012, 5:54 PM: reneritchie: 55 milllion iPads, only in business since April 2010.

  • Jan 24 2012, 5:55 PM: reneritchie: Q: Customer data, because of refresh cycle, Apple vs. competition? iPhone buying quicker or halo effect?

  • Jan 24 2012, 5:55 PM: reneritchie: TC: In enterpise, iPhone is catalyst, iPad moves after. Mac follows in several accounts. Clear examples.

  • Jan 24 2012, 5:56 PM: reneritchie: Macro level, how much it's happening is difficult to put their fingers on, but all segments pointing that out. Seen that before with iPod halo for Mac in early 2002-2004. Not new to Apple.

  • Jan 24 2012, 5:56 PM: Patrick Finger: http://9to5mac.com/2012/01/24/aapl-blows-by-450-in-after-hours-trading/

AAPL blows by 450 in after hours trading. Market cap at $420B, passing Exxon | 9to5Mac | Apple Intelligence

  • Jan 24 2012, 5:56 PM: reneritchie: Q: Android vs. iPhone -- this the year of a 2 horse race? Can your integrated model survive?

  • Jan 24 2012, 5:57 PM: reneritchie: TC: Not like Mac and Windows. Mac has outgrown market for over 20 Q in a row. Still has single digit percentage. iOS look at phone, tablet, touch, over 315 million sold.

  • Jan 24 2012, 5:57 PM: reneritchie: 62 million in last quarter.

  • Jan 24 2012, 5:57 PM: reneritchie: Don't have numbers on Android, hasn't found a way to get transparent numbers on Android.

  • Jan 24 2012, 5:58 PM: reneritchie: Momentum, NPD data in the US, Oct-Nov, part of launch, just phones not total iOS, iPhone at 42, Android at 47

  • Jan 24 2012, 5:58 PM: reneritchie: Nielsen Oct-Dec, iPhone 45, Android 47

  • Jan 24 2012, 5:58 PM: reneritchie: Comscore, Oct-Nov. iPhone 42, Android 41

  • Jan 24 2012, 5:59 PM: reneritchie: All of the data he's seen in US say it's a close race. On iPad side, no specifci numbers, all of them believe iPad is way ahead. No comparable product to iPod touch. iOS doing exrememly well.

  • Jan 24 2012, 5:59 PM: reneritchie: Horse in Redmond always suits up, always run. Other players can't be counted out.

  • Jan 24 2012, 5:59 PM: reneritchie: Apple focuses on innovating, making world's best product. Somewhat ignore how many horses. Just want to be the lead one.

  • Jan 24 2012, 5:59 PM: reneritchie: Q: 4G and larger screens?

  • Jan 24 2012, 6:00 PM: reneritchie: Has popularity of Android changed you point of view?

  • Jan 24 2012, 6:00 PM: reneritchie: TC: Won't comment on future roadmap, not a shock. 37 million iPhones sold, incredible number could have sold more if more supply. Really love what Apple is doing.

  • Jan 24 2012, 6:00 PM: reneritchie: AND THAT'S IT!

  • Jan 24 2012, 6:01 PM: reneritchie: Thanks everyone for joining us!

  • Jan 24 2012, 6:01 PM: reneritchie: Cook didn't really hint at much this time. Even the snark level was down.

  • Jan 24 2012, 6:01 PM: Brad Morris: Noooo, I missed it!

  • Jan 24 2012, 6:01 PM: reneritchie: You can get the replay off iTunes. Or just scroll up.

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Rene Ritchie

Editor-in-Chief of iMore, co-host of Iterate, Debug, Review, Vector, and MacBreak Weekly podcasts. Cook, grappler, photon wrangler. Follow him on Twitter and Google+.

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Apple Q1 2012 results: $46.33 billion in revenue, 37.04 million iPhones, 15.43 million iPads, 15.4 million iPods

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Notes of interest from Apple Q1 2012 conference call

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