Η Apple, το iPhone και τα κέρδη

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Σε ένα πολύ ενδιαφέρον και αναλυτικό άρθρο του Jay Yarow στο Business Insider, περιγράφονται τα (οικονομικά) νούμερα που κρύβονται πίσω από το iPhone.

It's Time To Admit Apple Knows Exactly What It's Doing With Its iPhone Business

Με λίγα λόγια, ο Yarow εξηγεί ότι το σύστημα γύρω από το iPhone είναι τόσο καλά χτισμένο ώστε φέρνει τρελά έσοδα χωρίς να επηρεάζεται από το συνολικά μικρό ποσοστό του στην αγορά των smartphones.

Μερικά αποσπάσματα:

Τα συγκριτικά έσοδα το τελευταίο οικονομικό τρίμηνο:

Despite the bad market share numbers, iPhone sales in absolute terms are still doing well. The iPhone generated $19.5 billion in revenue for Apple in the September quarter. It sold 33.8 million iPhones, which was ahead of expectations, and up 26% on a year-over-year basis.

Now lets put that in context:

• Google's total revenue for the quarter was $14.9 billion, a 12% jump year-over-year. (If you just look at Google's ad business revenue was $12.5 billion, up 15% year-over-year.)
• Microsoft's total revenue was $18.5 billion, a 7% jump.
• Amazon's total revenue was $17.09 billion, up 24%.

Apple's iPhone business is bigger, and importantly, growing faster than Microsoft, Amazon, and Google, the three giants Apple is competing against in mobile.

Γιατί αγαπάνε την Apple οι πάροχοι:

Over the holiday shopping period, IBM reported that Apple's iOS usage smoked Android's usage in the U.S.: "iOS traffic reached 28.2 percent of all online traffic, compared to 11.4 percent for Android. iOS sales reached 18.1 percent of all online sales, compared to 3.5 percent for Android."

Simon Khalaf, CEO of Flurry, a mobile app analytics company confirmed this in December, telling us, "We have seen and published reports that an Android user is worth 1/4 of an iOS user, but that is based on virtual goods sales (mainly games). The IBM data seems to suggest that this is almost the same ratio for sales of physical goods (m-commerce)." He added, "Basically one iOS user buys four times more than an Android user."