Apple announced its financial results yesterday, which included record shipments of:
- iPhones (37.04 million),
- iPods (15.4o million),
- iPads (15.430 million) and
- Macs (5.2 million).
Its revenues soared by 73% to $46.3 billion and its net revenues were a staggering $13.1 billion – an absolute all-time record for ITC suppliers.
You may have wondered whether and when Apple’s revenues would overtake HP’s. The answers are ‘yes’ and ‘now’. Figure 1 shows how highly improbable it would be for HP to deliver the growth necessary in its Q2. As always we have ‘calendarised’ HP’s finances to bring them into line with calendar quarters.
Apple has maintained a significant lead over HP in net profits since Q4 2009 (see Figure 2), but clearly Apple has also been ahead of almost all other ITC suppliers.
Apple’s continued success belies the view that it would lack leadership following Steve Job’s passing. It also tells to a certain extent against a deep Q4 market decline over all, although other early-reporting vendors such as Intel (21%) and AMD (2%) show more modest growth and a number of European vendors have shown declines.
We are collecting all vendor revenues in order to fill our Market Model and will report our findings for the full year once all vendors have reported.
Filed under: Apple, Corporate Desktop Futures, PC, Smart Phone, Tablet Tagged: | Apple, HP
These figures drive home the fact that Smart phones and other mobile devices are selling like hot-cakes all over the world-and many believe that it is going to transmogrify I.T.!
Don’t take my word for it.
At a mini-seminar on Cloud and Management run by aap3 the (top-end recruitment agency) at “the Dell” in Southampton, UK on the 24th inst. the CTO of IBM, John Easton laid out the salient issues likely to effect local businesses.
Primarily he stressed Cloud is not a sales trick. It is real and it is going to have sweeping affects, including morphing the I.T. department.
Smart phone business users and consumers alike, from 5 years old upwards, will demand services instantly.
Business users will want to know why in-house services can be so slow to use and improve in the I.T. department, but so instant and dynamic using Smart devices.
As the globe-trotting MD of TelcoSale (Business and Telecoms Development) Steve Gauntlett pointed out; “Today an ordinary Nigerian worker in Lagos (the largest city in the world now) may be dressed in threadbare clothes but he still is carrying a mobile phone.”
We all agreed that tomorrow, he will have a Smart phone and that the Nigerian economy will boom, just as our economy is likely to boom if the necessary Telecoms and Cloud services are available.