#Apple Q1 reporting: My tweets and initial comment


Photo from Apple.com
I still feel overwhelmed after the Apple' conference call for 2012 Q1 last night. I'm repeating 37 million iPhones sold to myself, over and over, and don't get it. Their best-selling phone is the 4S 64G! And according to CEO Tim Cook, Apple didn't even notice Amazon Fire on their radar!

This is very amazing news. It will clearly impact most of us, since Apple just now is the most valuable company in the US. But I will have to digest this some days...

Well, here are the tweets I did send out when the result was released and during the conference call. They were numbers or cites I considered important:
  • Apple reported a record $13.06 billion for its fiscal first quarter of 2012 - via @jdalrymple
  • Revenue Of $46.3 Billion, 37 Million iPhones Sold - via TechCrunch
  • 15M iPads - via Gizmodo
  • $13.87 per diluted share. 
  • Gross margin was 44.7 percent, compared to 38.5 percent last year via - MacRumors
  • twitter Apple announces Q1 2012 earnings, sells a record-breaking 37 million iPhones | TUAW - The Unofficial Apple Weblog - mjac.me/wE2Ny5
  • 5.2 million Macs (26% unit growth)
  • Here's Apple Q1- Press Info - mjac.me/xhs1yI
  • iPhone more than doubled the sale from last quarter - from 17 to 37 million phones!
  • Apple added $38 billion in cash last year | asymco - 
  • over 600,000 copies of iBooks Author have been downloaded since last Thursday- via Ars Liveblog: mjac.me/y3T8DV
  • 315 million cumulative iOS device sales
  • iCloud is "off to a great start" with more than 85 million customers as of today
  • Apple Store almost 22,000 visitors per store, per week
  • Tim Cook: We attribute it to a "breathtaking" customer reception, iOS 5, Siri, incredible camera with advanced optics.
  • Cook: We could not be happier. We thought we were betting bold, but we didn't bet high enough.
  • twitter I'm certainly not alone w/ 64Gb! RT “@asymco: iPhone 4S was the most popular iPhone. High "mix" of the higher priced products.”
  • In terms of components, in general the component environment is favorable. 1 of the elements that let us over-achieve on margins
  • Don't know what to say, not what to think. My wife is sleeping and want to dance!
  • My favorite $Apple TV sold 1.4M in Q1. 4.2 last fiscal year. Cook: It's still a hobby ;)
  • I feel the need for strong words! MG Siegler @parislemon is brilliant: • A "Holy Fucking Shit" Quarter - mjac.me/x4Y29B
  • Cook: When I looked at the data in the US on a weekly basis after Amazon launched the Kindle Fire, there wasn't an obvious effect
  • Cook: we continue to believe that there's much MORE cannibalization of Windows PCs by the iPad
  • Cook: ... we see the iPhone be a catalyst and the iPad comes after the iPhone, and in several accounts, the Mac follows that

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