One in four U.S. iPad owners tell NPD it's their first Apple product
FORTUNE -- It used to be the iPod that got Americans started down the road to dependency. Now, according to a new NPD survey, their first Apple (AAPL) product is more likely to be an iPhone or, increasingly, an iPad.
To quote the NPD press release:
"While over 70 percent of long-standing Apple owners began their relationship with the brand by way MOREPhilip Elmer-DeWitt - Apr 26, 2012 8:59 AM ET
In terms of revenue per sq. ft., think Tiffany's (its nearest rival) multiplied nearly threefold
Apple Stores are always busy places, but they tend to go crazy when a major new product is launched. With the arrival of the iPhone 4S, writes Needham's Charlie Wolf in his tenth annual report on the state of Apple's (AAPL) retail empire, they went absolutely nuts.
The numbers for the quarter that ended Dec. 31:
Revenue per MOREPhilip Elmer-DeWitt - Feb 5, 2012 7:35 AM ET
Humiliated by a bunch of bloggers, amateur analysts and assorted day traders
With revenues that grew 73% and earnings that more than doubled, Apple (AAPL) proved Tuesday that the fourth quarter results that so disappointed Wall Street last fall were a fluke. The company that Steve Jobs built is still that rare beast in American business: A $400 billion giant that acts -- and grows -- like a start-up.
Tuesday's results also MOREPhilip Elmer-DeWitt - Jan 25, 2012 12:15 AM ET
Shares jump nearly 9% in after-hours trading on record sales of $46.33 billion, record profit of $13 billion, record 37 million iPhones, 15.4 million iPads, 5.2 million Macs
Everybody was counting on Apple (AAPL) to report record earnings, but nobody -- not even the most bullish independent analysts -- predicted anything like the blowout the company just reported.
Trading was halted at 4:27 p.m. after Apple's shares had closed at $420.50, down MOREPhilip Elmer-DeWitt - Jan 24, 2012 4:19 PM ET
The 18% gap between the Street's estimates and the independents' suggests that it can
Last fall, a Wall Street analyst who shall remain nameless suggested in a note to clients that the days of the big Apple (AAPL) earnings surprises may be over.
He was referring to the string of quarterly reports in which the company beat the Street's estimates by measures so wide they were (or should have been) an embarrassment MOREPhilip Elmer-DeWitt - Jan 22, 2012 2:38 PM ET
The consensus among 44 Wall Street and independent analysts is just under 14 million
If you ignore the fact that iPhones -- and for that matter, iPads -- are a kind of iPod, then sales of what was once Apple's (AAPL) biggest moneymaker have been drifting south since Christmas 2008, when they peaked at 22.7 million for the quarter (Apple's fiscal Q1 2009).
Among the 44 analysts we've heard from so far, the MOREPhilip Elmer-DeWitt - Jan 21, 2012 12:04 PM ET
A 60-minute version of Mike Daisey's one-man show is now available online
UPDATE: This American Life retracted the episode described below. See here.
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If you couldn't make it to the Berkeley Rep or Washington's Wooly Mammoth or New York's Public Theater to catch monologist Mike Daisey's brilliant, funny, disturbing report on working conditions in the Shenzhen factories where most of Apple's (AAPL) products are assembled, Ira Glass has done you MOREPhilip Elmer-DeWitt - Jan 10, 2012 10:46 AM ET
Cupertino's largest acquisition since it bought Steve Jobs' NeXT in 1997
According to Reuters, Apple (AAPL) has sealed the deal that was rumored last week to buy Anobit, the Israeli company that makes the flash memory technology used in Apple's iPhones, iPads and MacBook Airs.
For Apple, this is a big acquisition, both in dollar terms and in technology. The price -- a reported $500 million -- is larger than the $472 MOREPhilip Elmer-DeWitt - Dec 20, 2011 6:40 AM ET
It's a piece of cake, he says. Just take the company's revenue guidance and add 15%
In a 5,000-word essay posted in Bullish Cross Monday, Andy Zaky laid out his method for estimating Apple's (AAPL) quarterly revenue and earnings numbers. He starts with three assumptions:
That most Wall Street analysts and financial writers are completely clueless and couldn't analyze their way out of a paper bag
That the earnings guidance numbers Apple issues each quarter MORE
The creator of Asymco.com is looking for 67% growth in sales and 91% in earnings
Like most independent analysts, Asymco's Horace Dediu got clobbered last quarter when Apple (AAPL) reported earnings that grew by "only" 52%. (See chart at right).
As a result, the best estimates last quarter turned out to be those submitted by the Wall Street analysts with the worst Apple track records. (See our Q4 2011 Earnings Smackdown here.)
But MOREPhilip Elmer-DeWitt - Dec 9, 2011 7:54 AM ET
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