Apple 2.0

Covering the business that Steve Jobs built
  • How many Macs did Apple sell last quarter?

    The estimates range from 3.7 million to 4.8 million. Average: 4 million, up 2.8% from 2013.

    FORTUNE -- Once Apple's (AAPL) biggest money maker, the Mac at 12% of total revenue is now No. 3 after the iPhone (52%) and iPad (20%).

    [No. 4 at 7.6% and climbing fast is the category Apple calls "iTunes, Software and Services."]

    The good news for the axis of Apple's digital hub strategy is that the year-over-year declines the Mac suffered for MORE

    - Apr 19, 2014 5:26 AM ET
  • How many iPads did Apple sell last quarter?

    The analysts' estimates range from 15 million to nearly 22 million. Average: 19.3 million.

    FORTUNE --Although the heyday of the iPad -- when it basically owned the tablet computer market -- may be over, the product line is still Apple's (AAPL) second most important source of revenue, holding steady at roughly 20% of total sales.

    With growing competition and the rise of the phablet (mini-tablets that double as phones), nobody is expecting a repeat of MORE

    - Apr 18, 2014 6:57 AM ET
  • How many iPhones did Apple sell last quarter?

    The analysts' estimates range from 34 million to nearly 43 million. Average: 38.2 million.

    FORTUNE -- In the analysts' notes to investors leading up to Apple's (AAPL) quarterly earnings report next week, the iPhone is topic No. 1.

    And with good reason. iPhone sales remain the company's single biggest source of revenue -- 52.6% of total revenues, to be specific, at this time last year.

    In a note issued Wednesday, Bernstein's Toni Sacconaghi rattled off a list MORE

    - Apr 17, 2014 2:02 AM ET
  • Samsung okayed Apple attack ads 2 days after Steve Jobs died

    Remember those snarky TV spots mocking Apple customers waiting in line for an iPhone?

    FORTUNE -- Here's an interesting sequence of events, buried between the lines of a Samsung e-mail trail that Apple (AAPL) entered into evidence as part of its big patent infringement suit, now in its third week.

    -- Oct. 4, 2011: From Samsung's VP of U.S. sales Mike Pennington to Samsung America CEO Dale Sohn and chief marketing officer Todd Pendleton.

    "As you have shared MORE

    - Apr 16, 2014 2:45 AM ET
  • Why isn't Apple suing Google?

    Samsung's argument that Apple attacked the wrong company could resonate with the jury.

    FORTUNE -- Watching Apple's (AAPL) patent infringement trial from afar -- today, it's from Prague -- I can't tell if the jury got as clear an explanation of where Apple's so-called "quick link" software came from as the one Daniel Eran Dilger posted Sunday on AppleInsider (How Samsung & Google teamed up to steal Apple Data Detectors for Android).

    But reading Dilger's deep dive into the history of the technology I'm MORE

    - Apr 14, 2014 4:11 AM ET
  • Joe Nocera's thing about Apple

    The New York Times Op-Ed columnist does it again.

    FORTUNE -- As I said the last time I wrote about him, I've met Joe Nocera and he seems like a nice guy.

    He's had a distinguished career as a business journalist -- including more than a decade at Fortune -- he's done some first-rate work on Apple (AAPL). "The Second Coming of Steve Jobs," a profile for Esquire of the entrepreneur at age 31, may be the best MORE

    - Apr 13, 2014 5:12 AM ET
  • Apple docs: Samsung misled investors about Galaxy Tab sales

    A "top secret" internal report shows Samsung sold half as many Galaxy Tabs as it claimed.

    FORTUNE -- We were skeptical in January 2011 when Strategy Analytics reported -- based on a vague comment made to investors by a Samsung vice president -- that the company had already shipped 2 million Galaxy Tabs, reducing Apple's (AAPL) market share to 75% from 95% in less than six weeks.

    Nearly two dozen news outlets went with the report, including MORE

    - Apr 11, 2014 6:08 AM ET
  • Grand tour of the Apple retail palaces of Europe: Berlin

    Second stop on a 5-city tour is a renovated century-old theater on a wide Berlin boulevard.

    FORTUNE -- After Paris, the big Apple Store on the tree-lined Kurfürstendamm -- the wide boulevard that is Berlin's version of the Champs-Élysées -- was a bit of a shock.

    The classical Greek revival facade, with its tall windows and inset Ionic columns, is even more imposing than its Parisian sister store's.

    The shopping area inside, however, has none of the Opéra's old-world charm.

    It's a huge space, with 43 MORE

    - Apr 11, 2014 2:54 AM ET
  • Survey: 40% of early adopters would buy a bigger iPhone

    Interest in the so-called iPhone 6 sets a ChangeWave survey record.

    FORTUNE -- Smartphone sales in the increasingly saturated U.S. market may have slowed, but if the results of a new survey are any indication, the larger-screen iPhone that Apple (AAPL) is supposedly set to release later this year could be a big hit -- at least among the early-adopter types.

    MORE: Apple's 2014 rumored product roadmap

    In a March survey of 4,109 ChangeWave members, 26% of those planning MORE

    - Apr 10, 2014 6:00 AM ET
  • Timeline of the day: Apple's 2014 rumored product roadmap

    A Taiwanese analyst with a pretty good track record expects a glut of new devices this fall.

    FORTUNE -- We can't vouch for anything on the attached timeline -- even its provenance -- but according to AppleInsider and MacRumors it comes from KGI Research's Ming-Chi Kuo, a shadowy Apple (AAPL) analyst based in Taiwan with a track record that's better than most. 

    - Apr 10, 2014 2:25 AM ET
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