Comments on: Five easy Apple charts

By: RCS, Washington DC

RCS, Washington DC — Sat, 31 Jan 2009 18:46:19 +0000

With respect to Social Brands, I see the XBox and Playstation, but where is the Wii?

By: Gus, Brooklyn NY

Gus, Brooklyn NY — Sat, 31 Jan 2009 12:13:23 +0000

Poor Philip … If he publishes something unflattering for Apple, all the Apple customers bite back. If he reports something that casts Apple in a positive light as a company or as innovators a host of people who hate Apple are outraged and bite back.

Talk about a damned if you do and damned if you don't scenario.

By: KenC, Gardiner, Maine

KenC, Gardiner, Maine — Fri, 30 Jan 2009 20:27:44 +0000

Kontra's chart is a bit of a mixed bag. Clearly, Apple revenues include iPods and Macs, not just iPhones. However, they only show GAAP figures, and don't include deferred revenues. Let's look at their real numbers:

iPhones Shipped = 4.4M

iPhones SOLD = 4.65M (they ran down inventories 250k, according to Oppenheimer in the conference call. The actual sell-thru was 250k higher, thus 4.65M)

Avg revenue per phone = $600

Total revs = $2.8B

Gross Margin on iPhone = 60%

Gross Income on iPhone = $1.7B

Apple's tax rate = 30%

Net Income on iPhone = $1.2B

By: Tom Indy, IN

Tom Indy, IN — Fri, 30 Jan 2009 19:59:01 +0000

Party UP !

By: elder norm, palestine, texas

elder norm, palestine, texas — Fri, 30 Jan 2009 19:17:05 +0000

"I am sorry but these graphics read more like a fairytale than anything else."

Right, unless you make up numbers, they cannot be trusted.

Apple sells tons of hardware, 8.5 % of laptops in USA currently.

Apple is running very satisfied ratings of over 85% across the board.

Yep, Apple cannot be doing anything right.

Just a thought.

By: Wil M. Orlando, FL

Wil M. Orlando, FL — Fri, 30 Jan 2009 19:01:19 +0000

Jack,

Chart 1: If you combined sites (I'm guessing you mean Microsoft.com and MSN, which are truthfully two completely different sites) then Apple would be even higher up the list.

Chart 2: The list is what it is, and we have no reason to believe that Vitrue is making up numbers. 'iphone' is higher than everything else. That's the point.

Chart 3: If you want fairness, then you must concede that the iPhone (regular) sold 1 million devices within twenty days of it competition with much higher selling prices. iphone min price $499. Also, the 5800 was available to 12 countries prior to reaching 1 million sales.

Chart 4: 4.36 million iphones with an assumed average selling price of $250/per is $1.09 billion in revenue. This doesn't include the amount given to Apple from AT&T as a subsidy.

Also, the charted numbers don't include mention that Apple defers iphone revenue over 2 years.

By: Sacto Joe, Sacramento, CA

Sacto Joe, Sacramento, CA — Fri, 30 Jan 2009 18:54:15 +0000

Apple stock is a long-term play. It has SO much going for it long term, but very little appreciation of that potential. That means that short term (i.e., until its earnings blow away the average expectations, like happened this Xmas), the stock is going to be volatile, along with the rest of the market.

By: Jack Deed Bellevue WA

Jack Deed Bellevue WA — Fri, 30 Jan 2009 18:02:57 +0000

I am sorry but these graphics read more like a fairytale than anything else.

They are almost completely meaningless, and rely on the data being skewed to favor apple.

Try combining the sites in the first chart and apple would not even be there. Using a single site is like counting how many red cars were sold and then drawing a conclusion about ford.

the "Social Brands" chart is just a driver to Vitrue, who seem to be avoiding showing us the metrics.

"day to million" meaningless rubbish. break down the number with apple or trash the chart.

For volume , view what I said about days.

Chart Five, fine. two weeks of market action.

By: John, NYC, NY

John, NYC, NY — Fri, 30 Jan 2009 18:01:50 +0000

Apple is the one spot of sunlight in this recession.

Even if you can't afford a Farrari, an iPhone is world-class coolness.