Apple's 3Q05 By the Numbers: iPod, CPU Units Top 6.1M, 1.1M
TMO Reports - Apple's 3Q05 By the Numbers: iPod, CPU Units Top 6.1M, 1.1M
by , 6:05 PM EDT, July 13th, 2005
Apple again hit new highs in both iPods and Macs sold during the third quarter of its 2005 fiscal year, with the former reaching 6.155 million units and the latter attaining 1.182 million laptops and desktops. However, as Apple previously said it would, those numbers aren't broken into specific products, so there's no way to know if sales of Mac minis and the 1GB iPod shuffle missed their targets during the quarter, as some analysts have thought recently. A company executive noted during Wednesday's conference call that it won't divulge those specifics because it doesn't want to help its competitors.
The company also revealed during the call that Mac sales were three times the overall PC market and were the highest Apple has seen in over four years. Channel inventory is in the four-to-five-week range. The launch of Mac OS X v10.4 "Tiger" earned US$100 million and, along with the release of Final Cut Studio, helped Apple hit 27.9% gross margins. The company is now sitting on $7.562 billion in cash, up $450 million from the previous quarter.
iPods and Macs Up
The iPod consumed 75% of the MP3 player market in May in the United States, according to NPD Intellect numbers cited by Apple executives during the call. The company's 6.155 million iPods sold translated to $1.103 billion in revenue, numbers up 16% and 9% sequentially (compared to 2Q05) and an astounding 616% and 343% year-over-year (compared to 3Q04). Those numbers show that while iPod sales growth has certainly slowed from the explosion that happened in late 2004 and early 2005, it's still on a slight upward trajectory.
While Apple doesn't break its laptop and desktop sales into specific models, as it used to, the company still provides a top-level split between the two form factors. In the laptop category, units were 495,000, with $720 million in revenue, during the current quarter. That was up 7% and 4% sequentially and up 8% and 3% year-over-year, indicating that Apple's failure to get a G5 into the PowerBook probably hurt sales. On the desktop side, 687,000 Macs (including Xserves) were sold for $845 million, up 13% and 5% sequentially and up 65% and 49% year-over-year, likely showing the impact made by the much-improved G5 iMac.
Overall, Apple's 1.182 million laptops and desktops sold earned $1.565 billion in revenue, which were up 10% and 5% sequentially and 35% and 24% year-over-year. Those numbers seem to validate the much-discussed "halo effect" caused by the iPod, although Apple is forecasting flat unit and revenue growth during the current quarter because it doesn't know how the switch to Intel processors will ultimately hurt sales in the short term.
Apple's sales in the education market have been in the news recently, with one school district dropping the company in favor of Dell while another chose them over Dell. Apple executives revealed during the conference call that that segment saw a 16% increase in sales on a year-over-year basis, turning in the best June quarter in nine years. Higher education sales at colleges and universities were up 34% year-over-year, with the number of Macs sold to students and professors at those institutions rising 37%.
Other Sales Categories
Apple's Other Music Products category, which includes sales at the iTunes Music Store as well as revenue derived from iPod-related services and accessories, saw $243 million revenue, up 12% sequentially and 230% year-over-year, showing how the iPod's ever-growing sales have made a major impact in that area. In the catch-all peripherals and other hardware category, $266 million in revenue was down 5% sequentially, although it was up 21% year-over-year.
Under Software & Other, Apple earned $345 million, a 44% jump sequentially and 64% higher year-over-year. Obviously, strong sales of Tiger and Final Cut Studio helped that category rack up big gains.
The Operating Segment Breakdown
Revenue and units in almost all operating categories were up when measured both sequentially and year-over-year. Japan, however, proved to be weak, with units of 76,000 and revenue of $227 million down 25% and 20% sequentially and units down 7% year-over-year. Revenue in Japan was up 32% year-over-year, however.
The Americas continued to be strong, contributing 595,000 Macs sold and $1.739 billion in revenue. Those numbers were up 25% and 21% sequentially and 26% and 71% year-over-year. European units and revenue of 283,000 and $742 million eked up 3% and 5% sequentially but leaped 48% and 82% compared to 3Q04. While retail revenue was down 3% sequentially, it was flat compared to 2Q05 while units and revenue were up 97% and 106% year-over-year. During 3Q05, Apple's retail stores moved 144,000 units out the door and amassed $555 million in income.
The company opened seven new retail stores during the quarter, bringing the total to 110. Revenue per store was $5.3 million, up from $3.4 million per retail outlet in the third quarter of 2004. Apple expects to open another 15 stores during the current quarter, ending its 2005 fiscal year with 125 of them.
Apple's final operating segment is its "Other" category, which includes sales in Asia Pacific as well as revenue derived from its FileMaker subsidiary. 84,000 units, for $257 million in revenue, were logged during 3Q05 in that area. That was up 18% and 7% sequentially and up 45% and 76% year-over-year.
Observer Comments
Oops~~~~is not real RC
ha~~~my bad.
Quoteccsmile0129 wrote:QuoteRealty Check wrote:
These statements are all totally wrong. They are lies propagated by the liberal media. You are wrong, I am right. I AM I AM I AM!
Oh~~RC, how old are you, really.. .. ..
just give me a one day break would u?
PLEASE~~~~~~~~
Wed Jul 13, 2005 7:09 pm Subject: One-Time Dividend Payout?
Wed Jul 13, 2005 7:22 pm Subject: $7.5+ Billion?
Apple actually has more cash than 6 months worth of sales!
Or about 14 years of R & D.
Bloody hell!
Can we talk about a war chest for acquisitions? New products? Absolute protection if the computer market takes another dive?
We're talking about "little old Apple with only 2% market share"?
That is more amazing than exceeding 6 million iPods.
It's a great long term achievement and I hope it continues.
Wed Jul 13, 2005 10:11 pm Subject: Apple Expecting Decline In Mac Sales
QuoteIt's over when the 7.5billion is gone...RealityCheck wrote:
With the switch to Intel, Apple announced it expects a decline in Mac sales next quarter. Sorry iLemmings, it's back to declining market share. The Mac OS is just as doomed as the Mac hardware platform. Even the MacObserver sees the writing on the wall and is transforming to the iPodObserver. Check the facts:
http://money.cnn.com/2005/07/13/technology/apple_analysis/
BTW: Where are the new Macs at this Macworld? Can't you see it's over.
BTW: Where's the new OS from Microsoft, can't you see it's over?
QuoteRealityCheck wrote:
With the switch to Intel, Apple announced it expects a decline in Mac sales next quarter. Sorry iLemmings, it's back to declining market share. The Mac OS is just as doomed as the Mac hardware platform. Even the MacObserver sees the writing on the wall and is transforming to the iPodObserver. Check the facts:
http://money.cnn.com/2005/07/13/technology/apple_analysis/
BTW: Where are the new Macs at this Macworld? Can't you see it's over.
You may recall, RC, that this is the same guidance Apple gave last quarter, for the quarter announced today. It's called being conservative, and an attempt to dampen some of the hysteria and manic-depression that is the hallmark of nearly all Apple "analysts" these days. virtually every one of them has egg on their faces tonight. Apple said the same thing last time, and blew their own guidance out of the water. In a perfect world, that would be a GOOD THING- happy news. But not in the la-la land of Apple stock "analysis" it seems.
They basically said today that next quarter would equal this one- yes, they may "only" equal this ALL TIME RECORD-SETTING APPLE QUARTER.
You know all these guys guessed iPod sales had to have flatlined, and what was their evidence? BECAUSE EVERY OTHER MP3 MANUFACTURER'S SALES DID.
No other one has more than 5% of the market. Oh, here's another possibility they didn't think of- EVERYONE BOUGHT A FREAKIN' IPOD!!!.
Ooooooo, but wait- Apple has 4-6 weeks worth of iPods & Macs in stock- that's never happened before- everyone must have stopped buying Apple! Or - could it be?- for the FIRST TIME IN THEIR HISTORY- they just might be able to meet the demand of every single person who wants to buy a Mac or iPod before the kid goes off to college, or for that Xmas present, or whatever.
And of course, they're not going to come up with anything new for the rest of the year....
C'mon RC, pull your head out of your arse, just this once, and truly take a look around you. I'm afraid it's YOUR world, as you know it, that's never gonna be the same again.
QuoteRealityCheck wrote:
With the switch to Intel, Apple announced it expects a decline in Mac sales next quarter. Sorry iLemmings, it's back to declining market share. The Mac OS is just as doomed as the Mac hardware platform. Even the MacObserver sees the writing on the wall and is transforming to the iPodObserver. Check the facts:
http://money.cnn.com/2005/07/13/technology/apple_analysis/
BTW: Where are the new Macs at this Macworld? Can't you see it's over.
ahh... i come for the mac news, i stay for the trolling...
QuoteGuest wrote:
What the heck is Apple doing just sitting on 7.5 BILLION DOLLARS in cash? Shouldn't at least some of this money be used for something productive? I can understand saving for a rainy day, but sheesh, $7.5 billion?
i'm sure they have their reasons for sitting on that cash. but remember also the cash just isn't sitting there.
let's assume its generating interest at 5%-10% per year. that means that apple makes a nett profit of $375million to $750million each year by essentially DOING NOTHING
Wed Jul 13, 2005 11:43 pm Subject: Absolutely NOTHING to stand on
Reality Glitch -
You have nothing to stand on. Nothing. Like all your comments, you are worthless.
Go back to your Sasser worm and SP2 - be afraid to go online so your wart infested windows compaq won't be compromised.
More and more people every day are finding that the only real PC is indeed a Mac. CHECK THE FACTS written here on this page! Now, do yourself a favor and go get a virus... probably already have one, I'm sure.
Here's a fact for you: "the highest revenue and earnings in the Company’s history"
Sounds like sour grapes...
QuoteRealityCheck wrote:
With the switch to Intel, Apple announced it expects a decline in Mac sales next quarter. Sorry iLemmings, it's back to declining market share. The Mac OS is just as doomed as the Mac hardware platform. Even the MacObserver sees the writing on the wall and is transforming to the iPodObserver. Check the facts:
http://money.cnn.com/2005/07/13/technology/apple_analysis/
BTW: Where are the new Macs at this Macworld? Can't you see it's over.
QuoteRealityCheck wrote:
With the switch to Intel, Apple announced it expects a decline in Mac sales next quarter. Sorry iLemmings, it's back to declining market share. The Mac OS is just as doomed as the Mac hardware platform. Even the MacObserver sees the writing on the wall and is transforming to the iPodObserver. Check the facts:
http://money.cnn.com/2005/07/13/technology/apple_analysis/
BTW: Where are the new Macs at this Macworld? Can't you see it's over.
RC, could you please go back to your habit of occassionally accurately referencing your sources? Apple said no such thing about decling mac sales. They said they expect a sequentially flat quarter (didn't address unit sales at all). You are full of laughs today. Too much ovaltine?
P.S. Where's Longhorn? Can't you see it's over?
I hate the word fanboy, but it absolutely applies to the stupid discussions between reality check and those that play the game along.
And the answers to this little troll are worse than its selective "facts".
Too bad there's no moderating system to drown a troll before it dominates a discussion, but then again, most people are actively looking for RC's posts...
Have fun.
RC I'm confused by your intentions with that MacWorld question. I don't see what you have to gain by intentionally making yourself look stupid. All of us know that Apple does not even go to MacWorld Boston, let alone release new products there. And you obviously pay too close attention to Apple to not know that (since its been that way for years now). So whats the deal?
Sorry, Reality Check, but the numbers are in. You should have checked the facts: http://www.macobserver.com/stockwatch/2005/07/13.1.shtml
Not only did Apple experience the best quarter in their history, but Mac sales have INCREASED. That's a stark contrast to your delusional Winbot fantasy that Mac sales are DECREASING, isn't it? Once again, reality bites you in the ass. Better luck next time.
Thu Jul 14, 2005 11:35 am Subject: Apple Closes Doors - Reality Check Commits Suicide
News release:
CUPERTINO - Apple Computer has decided to discontinue operations. With billions in the bank, a loyal fan base, and a bright economic future, Apple Computer has unexpectedly ceased operations. Self acclaimed computer analyst and alleged IT Administrator known by the name, Reality Check has committed suicide leaving behind a note that mysteriously proclaimed the message, "my Jobs is dun."
Oh, and by the way, Reality Check, take a look at this if you aren't too busy praying at your altar to Windows:
http://news.zdnet.com/2100-1009_22-5785181.html?tag=nl.e550
Uh oh. More critical Windows security flaws. And what's this? One of the critical flaws is in the Microsoft Color Management Module?
Let me say that again. There's a critical security flaw in Microsoft's COLOR MANAGEMENT MODULE. And what does it do? It makes Windows users fall victim to malicious images. That's right, MALICIOUS IMAGES. The security flaw makes it so malicious code and be stored in images and executed upon viewing them.
IMAGES FOR CHRIST'S SAKE. BECAUSE OF MICROSOFT, NOT EVEN VIEWING AN IMAGE IS SAFE ANYMORE! To be honest, it sounds too crazy to be true. But it is true. Infact, since I know you have trouble checking the facts, I'll make it easy and reprint the entire article.
"Hackers are actively exploiting two serious security vulnerabilities in Windows, Microsoft warned on Tuesday as it released "critical" alerts about the flaws.
One of the problems affects the Microsoft Color Management Module, a component of Windows that handles colors. The other relates to the JView Profiler, part of Microsoft's Java Virtual Machine. The vulnerabilities could be used to commandeer a PC, Microsoft said.
"Attackers are already using the JView Profiler flaw to download and install Trojan horses on victims' machines," said Dan Hubbard, senior director at Websense Security Labs. The Trojan horses would let the miscreants remotely control the hijacked PCs and make it part of a network of such computers known as a botnet, an increasing cyberthreat.
The Windows vulnerabilities are described in two bulletins issued as part of Microsoft's monthly patch cycle. A third alert deals with a bug affecting Word 2000 and Word 2002. The Word flaw could allow an attacker to take control of a vulnerable PC, the software maker said.
All three bulletins get Microsoft's highest security rating, but only the Windows flaws are actively being used to attack users, Microsoft said. The company is encouraging all customers to apply its updates. Security software vendor Symantec said in a statement that the JView Profiler and Color Managament Module issued that affect Windows are "the most serious" of Microsoft's three new security bulletins.
Modes of attack
An intruder could take advantage of the JView Profiler flaw by crafting a malicious Web page and persuading a user to visit the site, Microsoft said. The vulnerability has been publicly known since late last month, and Microsoft last week offered a fix for the problem, but did not send it out via its automatic patching services. The patch will now go out on Automatic Updates and on other services from Microsoft.
As for the Color Management Module vulnerability, people could fall victim to an attack by viewing a malicious image, said Stephen Toulouse, a security program manager at Microsoft.
"You could visit a Web page, and if you have not applied the update, malicious code could execute," Toulouse said. "You could click on a maliciously formed image attached to an e-mail, or you could just preview an image in an e-mail."
Because attackers have more than one way of enticing potential victims, Microsoft deemed the Color Management flaw critical, he noted.
Although the vulnerability was privately reported, Microsoft said, it is already being used in attempts to attack users.
"We have not seen a public posting detailing how to exploit the vulnerability," Toulouse said. "However we have been made aware that there are people attempting to exploit it."
Neel Mehta, a team lead at Internet Security Systems, said he expects a public exploit for the image problem within the week. "It is being analyzed by the underground. Exploitation of this issue will likely be widespread when a public exploit appears," he said.
The JView Profiler and the Color Management flaw affect all current Windows and Windows Server operating systems, including Windows XP with Service Pack 2 and Windows Server 2003 with Service Pack 1, the most recent versions that Microsoft has promoted as its most secure releases ever. "
Amazing, isn't it? Thanks to Microsoft's complete and total incompetence, simply viewing images can now lead to having your computer destroyed or hijacked by hackers. That is, if your computer is running Windows.
Now for those of you that aren't keeping score at home, here are the standings:
Windows: Suffering from a plague of tens of thousands of viruses and spyware, filled with critical security flaws, can be destroyed by viewing an image.
OS X: No viruses, no spyware, no critical security flaws. Not even any moderate security flaws. Infact, no exploitable security flaws at all.
Ouch. Too bad, Reality Check. But, hey, thanks for playing!
Quoteccsmile0129 wrote:QuoteRealty Check wrote:
These statements are all totally wrong. They are lies propagated by the liberal media. You are wrong, I am right. I AM I AM I AM!
Oh~~RC, how old are you, really.. .. ..
just give me a one day break would u?
PLEASE~~~~~~~~
Look at the poster's username: it's "Realty Check," as in real estate sales, not "Reality Check." It's obviously a spoof. So, everyone who replied to that message should 1) get new glasses or 2) learn to spell and 3) chill out.
Comments are currently closed. Please email the author instead.
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