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A Snapshot Of Apple's Monster September Quarter

A Snapshot Of Apple's Monster September Quarter | cross pond high tech | Scoop.it

As you can see from the chart below, which was provided for us by BI Intelligence, Apple's $42.12 billion in revenue is a big 12% jump from the same quarter a year ago. It was Apple's best September quarter ever — thanks in large part to the iPhone 6 and iPhone 6 Plus, which continue selling like hotcakes; the iPhone in general accounted for 56% of the company's revenue this quarter. But the real surprise is the Mac, which had its best quarter in Apple's history with 5.52 million unit sales; the Mac accounted for more of Apple's revenue than the iPad (16% versus 13%, respectively). Apple expects an even bigger December quarter, projecting $63.5 billion to $66.6 billion in revenue for the holiday season — that would make it the company's most successful quarter in history.

Philippe J DEWOST's insight:

Who said that the Mac is dead ?

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Apple's enterprise mobility deal with IBM could pressure BlackBerry, Google

Under Apple and IBM's "landmark" teaming, the former rivals will collaborate on creating mobile applications for specific enterprise solutions. IBM will also sell iPhones and iPads to its business customers.

The deal reflects Apple's desire to get its iOS software more deeply embedded in the enterprise segment as well as IBM's push into the mobile market. The deal will include the creation of more than 100 industry-specific enterprise solutions including native apps developed for the iPhone and iPad; IBM cloud services optimized for iOS, including device management, security, analytics and mobile integration; new AppleCare service and support for enterprise users; and new packaged offerings from IBM for device activation, supply and management.

 

Apple CEO Tim Cook and IBM CEO Ginni Rometty said the deal reflects their unique capabilities. "If you were building a puzzle, they would fit nicely together with no overlap," Cook said of the relationship in an interview with Re/code. "We do not compete on anything. And when you do that you end up with something better than either of you could produce yourself."

 

Rometty said Apple is the "gold standard for consumers," and said the partnership will allow the companies to help address the challenges affecting large companies. "We will get to remake professions and unlock value that companies don't yet have," she said. "We're addressing serious issues that before this had been inhibiting deployment of wireless in the enterprise."

 

Analysts said the deal now makes IBM and Apple more central players in the enterprise mobility market. "They're now strongly associated with the premium mobile platform and mobile devices," Forrester Research Frank Gillet told Bloomberg. "If you want to do anything interesting in the enterprise, you now have to check with IBM on what they're doing with Apple."

Philippe J DEWOST's insight:

It is not the first time Apple tries to cooperate with IBM. In the 1990s there was Kaleida, Taligent, and of course the PowerPC architecture. Will it be more successful this time as they seem not to compete in any area ?

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Apple earnings conf call detailed. Some huge surprises inside.

Apple earnings conf call detailed. Some huge surprises inside. | cross pond high tech | Scoop.it

Just when the world was ready to bury Apple, the company delivered a strong beat on revenue, earnings per share, and, perhaps most important, iPhone sales.

Let's get right to the big numbers everyone cares about:

Revenue: $45.6 billion, up 4% year over year, versus $43.6 billion expected by analysts.EPS: $11.62, up 15% year over year, versus $10.16 expected by analysts.iPhones: 43.7 million, up 17% year over year, versus 37.7 million expected by analysts.iPhone ASP: $596 versus $610 expected by analysts.iPads: 16.35 million, down 16% year over year, versus 19.7 million units expected by analysts.iPad ASP: $465 versus $430 expected by analysts.Macs: 4.1 million versus 4.03 million expected by analysts.iPods: 2.76 million versus 2.99 million expected by analysts.Gross Margin: 39.3% versus 37.7% expected by analysts.Q3 Revenue: $36 billion to $38 billion versus $38.1 billion expected by analysts.

Apple also announced a 7-for-1 stock split, and an increase in its buyback program and dividend.

Philippe J DEWOST's insight:

Even regarding the iPad hitting a (hard) wall : "He said it's the fastest-growing product in Apple's history. Apple has sold 210 million iPads since launch, which is almost double the iPhone at the same point in its life. He also said that it's seven times what the iPod was at this point in its life. He said customer satisfaction was 98, which is unheard of. He said it's 95% of the U.S. education market. It's in virtually all of the Fortune 500 companies. He says engagement is off the charts and well ahead of Android.

And so, if you look at the iPad from that perspective, it's still a strong, healthy business and it has a bright future, says Cook. He still thinks the tablet will surpass the PC in the coming years, and he thinks Apple is positioned to benefit."

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Mobile Moore: The New iPhone Is 40X Faster Than The Original iPhone

Mobile Moore: The New iPhone Is 40X Faster Than The Original iPhone | cross pond high tech | Scoop.it
An impressive explosion in speed: In the six years since the original iPhone was released, the speed of the iPhone has increased by 40X. The iPhone 5S alone is a doubling in speed over the iPhone 5.
Philippe J DEWOST's insight:
40x in just 6 years !
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Apple supplier Foxconn freezes hiring at largest plant

Apple supplier Foxconn freezes hiring at largest plant | cross pond high tech | Scoop.it

"Due to an unprecedented rate of return of employees following the Chinese New Year holiday compared to years past, our company has decided to temporarily slow down our recruitment process," the company said in a statement.

"This action is not related to any single customer and any speculation to the contrary is false and inaccurate."

Like other Chinese contract manufacturers, Foxconn, the trading name of Taiwan's Hon Hai Precision Industry Co Ltd, relies on a large number of migrant laborers from across the country who journey home for the most important holiday of the year. Many do not make it back to work, but Foxconn spokesman Louis Woo said this year they saw as many as 97 percent of employees return.

Philippe J DEWOST's insight:

The return rate mentioned by Foxcon is not about iPhones, it is about workers...

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Two Charts Spell Out Just How Disappointing Apple's iPhone 5 Sales Really Are

Two Charts Spell Out Just How Disappointing Apple's iPhone 5 Sales Really Are | cross pond high tech | Scoop.it

According to Gene Munster, opening weekend sales grew 70 percent between the 3GS and the iPhone 4, and then  an astounding 135 percent between the 4 and the 4s. That's acceleration. iPhone 5 sales,  meanwhile, grew only 25 percent. That's massive deceleration.

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Larry's comment, September 25, 2012 2:09 PM
Bravo Phil! Ostinato Rigore.
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how to check if your Apple device UDID has been compromised by the AntiSec leak

how to check if your Apple device UDID has been compromised by the AntiSec leak | cross pond high tech | Scoop.it
If you're worried that you might own one of the 1 million Apple devices that have had their UDIDs leaked by AntiSec, reportedly from a breach of an FBI agent's laptop, our rockstar ...
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Report: RIM May Be Selling Handset Business To Facebook Or Amazon

Report: RIM May Be Selling Handset Business To Facebook Or Amazon | cross pond high tech | Scoop.it
RIM is considering selling its handset business, according to a report in the British paper The Sunday Times.
Fair warning though, the report does not cite any sources, so treat the news with some skepticism. 
The Sunday Times says Facebook and Amazon are two potential buyers for RIM's handset business. RIM would keep its enterprise services if such a deal went through, according to the report.
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Apple responds to bent iPhone 6 complaints

Apple responds to bent iPhone 6 complaints | cross pond high tech | Scoop.it

By now, you've likely heard a thing or two about the new iPhones' flexibility, and Apple has offered a word on the matter. The Wall Street Journal reports that the Cupertino-based outfit only received nine complaints of bent devices and that the damage occurring due to regular use is "extremely rare." It also maintains that both the new iPhone 6 and its larger sibling went through durability testing to ensure they'd stand up to daily use. Of course, the interwebs have been littered with videos of folks purposely trying to flex their mobile wares in far from "normal" conditions. Unfortunately, there's no word on if tight trousers are in fact to blame.

Philippe J DEWOST's insight:

iPhone 6 : Will it bend ? (long time fan of the "will it blend" video series)

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Chinese Smartphone Maker Xiaomi doubles its market share with 15 Million Signups For Its Newest Phablet

Chinese Smartphone Maker Xiaomi doubles its market share with 15 Million Signups For Its Newest Phablet | cross pond high tech | Scoop.it

XIAOMI DOUBLES ITS MARKET SHARE: Xiaomi shipped 11 million devices in the first quarter of 2014, according to a statement from the company. That amounts to year-over-year growth of 146%, faster growth than any other smartphone vendor globally during the quarter.

Xiaomi's global market share of shipments doubled compared to last year, to 4%. The results have rocketed it into the top rankings, and Xiaomi now numbers among the eight largest smartphone vendors in the world. The growth is impressive and disruptive. Xiaomi began selling handsets just over two years ago and is now larger than legacy vendors like Nokia and Motorola — companies that were recently acquired for $7.2 billion and $3 billion, respectively. 

Philippe J DEWOST's insight:

That's more iPhones than Apple sold the weekend the iPhone 5S launched.

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Meet "Wallaby", the Mac G3 setup used to design the first iPhone OS

Meet "Wallaby", the Mac G3 setup used to design the first iPhone OS | cross pond high tech | Scoop.it

Greg Christie, a senior engineer at Apple, revealed to the Wall Street Journal that Steve Jobs gave his team an ultimatum back in February 2005: Come up with some big ideas for the iPhone within two weeks or lose the project to another group.

Christie’s team would go on to innovate some of the more iconic features of the iPhone, like its “slide to unlock” feature and its integrated music player. It’s hard to remember this today, when we’re surrounded by touchscreen smartphones and tablets, but before the iPhone, few were thinking about touchscreen user interfaces.

He described the team working on the original iPhone’s software as “shockingly small” and noted that they “banged their head against the wall” to figure out a way to make text messages look more conversational, rather than a mere list of text. But as Christie’s team made headway and Jobs began obsessing about the project, it became clear they were making progress.

Most intriguing to hardware geeks, Christie showed the setup his team used to build the first version of iOS: A plastic touchscreen connected to an aging Mac G3 (which mimicked the first iPhone’s slow processor), which was codenamed “Wallaby.”

Philippe J DEWOST's insight:

I do like the setup and the Harman/Kardon soundsticks... (disclosure : we too used Mac G3 at Ukibi)

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More New Androids Than Babies, And Other Surprising Mobile Facts [Infographic]

More New Androids Than Babies, And Other Surprising Mobile Facts [Infographic] | cross pond high tech | Scoop.it

For example, every day more than 1.3 million Android devices are activated — which is way more than the 300,000 babies born daily. Users now spend more time each day surfing the web or on their mobile apps than they do watching television.

 

There are more than a billion smartphones in use around the world, and age is no barrier — teens, adults and seniors are all well represented among their users.

 

More than 60% of the apps in the Apple app store have never been downloaded (not even once)

Philippe J DEWOST's insight:

On average, people check their phones 150 times a day... and a few other surprising mobile facts

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"Other" content slowly eating up a significant chunk of iDevices available storage on iTunes

"Other" content slowly eating up a significant chunk of iDevices available storage on iTunes | cross pond high tech | Scoop.it

Several iDevices users have reported a steady yet significant inflation of device storage memory taken by "Other" content than Music, Photos, Videos, Apps, Books...

 

Nobody seems to have a clue of what this "other" space is used for, nor how to bring it down to zero. Documented tricks like shutting down the iPhone, or performing a Save / Restore from iTunes won't let it go, at least on some iDevices including my iPhone and iPad.

 

More intriguing, such space seems to be growing at each iTunes sync. On the above image you'll see a situation where "Other" now eats almost 1/3 rd of my total available space.

 

What about you ?

Philippe J DEWOST's insight:

Please check your iTunes config and let me know how much "other" space is taken on your iDevices

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l'iPhone, Invention de l'année 2007, retour sur 5 ans vu par des Pros de l'industrie du mobile

l'iPhone, Invention de l'année 2007, retour sur 5 ans vu par des Pros de l'industrie du mobile | cross pond high tech | Scoop.it

"...Nous avions la technologie, la capacité de miniaturisation apprise avec l'iPod. Nous avions le système d'exploitation du Mac. Personne n'avait pensé à mettre dans un téléphone un système d'exploitation aussi sophistiqué que Mac OS X, et c'était justement la vraie question. Nous avons eu un gros débat en interne sur notre capacité à y arriver ou pas. Et c'était l'un de ces moments où j'ai du trancher. On y va, on va essayer. Les meilleurs ingénieurs en logiciel disaient que c'était impossible alors on leur a donné le feu vert. Et ils ont reussi."

-- Steve Jobs en 2007

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iPhone : a 100Bn$ / year business that didn't exist 5 years ago and now makes 58% of Apple's revenue

iPhone : a 100Bn$ / year business that didn't exist 5 years ago and now makes 58% of Apple's revenue | cross pond high tech | Scoop.it

The iPhone accounted for 58% of Apple's total revenue last quarter.
The iPhone didn't exist five years ago. Today, the iPhone business alone is more profitable than Exxon.
You can see how the iPhone has gone from zero to a hundred billion annually in the span of five years.

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