Nice!

You can listen to the call here: http://www.apple.com/quicktime/qtv/earningsq205/ (About to start (2PM PST). I hope they comment on the how many Mac minis were sold during the quarter.

Awesome!

i loaded up on the stock a few months ago when it was $40.00. it got as high as 44 a week ago. they really blew earnings expectations of .24 out of the water, im really hoping it rebounds and pushes towards a new 52wk high. another great quarter. will be very interesting to see how the ipod halo effect is shaping up.

holy crap.

Oi, an analyst asked this very question and Apple refused to answer it saying something like, "we wont be reporting that sort of breakdown, blah, blah..."

Anyway, looking at the numbers they did report, iMac, eMac and Mac mini product lines (combined) were up 2% in units, but down 22% in revenue. I reckon that's all due to the mini eating into the iMac and eMac product lines.

EDIT: Also of note, PoweBook sales are up 30%+, while Power Mac sales are down 16%.

Saweet. If the Japanese and Chinese weren't acting childish and the US deficit wasn't as high the Nasdaq wouldn't have dropped so much in the last week. It really did some damage to tech stocks, even companies like Apple that are performing strongly. At least oil has come down in price. One problem goes and another comes.

Looking to the next quarter, if the new Power Mac comes out they should sell well again. PowerBooks will even out. Shuffles and iPods will continue selling well with travellers looking to take their music with them on holiday. Software upgrades to OS X and pro applications will do well too. iMacs so so due to the Mac mini. They need to get that one up to 2Ghz and update the graphics.

Seeing as the quarter after Christmas is usually the slowest of the year, a two percent *increase* in CPUs overall compared to last quarter, with a 7% lower revenue, is quite spectacular.

Even better is the year over year growth:
43% growth in units moved, 29% increase in revenue.

I think that's well above industry average.

Woo-hoo.

What were the figures from the previous quarter?

Try clicking on E's link above.

Click on this:

This is great news for Apple.

However, I'm disappointed that they're not repoting the sales statistics for the Mac mini. They said they were very happy with response - if this is true, why not brag about the actual number sold?

What's worse is next quarter Apple will not even break down the numbers of desktop lines into Power Mac vs. iMac/Emac/Mac mini, nor will they split up laptop sales into iBook and PowerBook.
Why would Apple change this? I'm wondering if they're going to move into some areas where cannibalization may occur more frequently, which would be fairly obvious with these statistics (say, they introduce an even cheaper laptop... though I can't imagine this happening).

Another theory as to this change could be confusion in accounting - next quarter they'll report desktop sales, portable sales, and music (iPod and iTunes-store-related) sales (along with software and other income). What if they introduced a new category, like video-on-demand? I doubt anything's in the pipeline that soon, but it would be neat if Apple is positioning themselves to go that way. Could this new reporting practice be a way to position themselves in the future?

Since Apple didn't split out sales of the Mini from the eMac and iMac, you can't tell how many of these sales are due to Jobs finally breaking down on his "No ugly monitors on nice Macs" position. Apple knows if the Mini Effect is bigger than the Halo Effect, but they're not telling...

In some related news, as of 8:48AM AAPL is down 5%, while the NASDAQ is down close to .5%.

I'm kind of glad PM sales are down. which means they must upgrade it or it's going to get worse...

(also because i am in the market now !!! i last bought a mac in 2001!!!!)

I've seen iMacs moving pretty well at CompUSA and Micro Center when I've been there, and the new iMac is pretty good. I was fairly down on it originally but after playing with it and looking at the G5 bus structure I'm a lot more impressed.

I can see them eating into the eMac sales, maybe (mostly because the eMac sucks like, um, something that sucks a lot...), but the margin on eMacs is similar to the margin on Mac minis and the price range is similar, so that's not going to show a major revenue drop.

And, really, you *expect* a revenue AND sales drop the quatrter after Christmas.

So I don't think the mac mini could really be said to have eaten into sales so much as boosting sales in a quarter where they've generally been low. Same as the iPod Shuffle did for the iPod line.

Oil is back up today.
Terrorism in Iraq escalating again.
Tension between China and Japan over gasfields.

That hurts. I suspect that those with many shares in AAPL are also doing some major selling to knock Apple's price down in order to pick the shares up cheaply later on.

It doesn't mean it's like that everywhere though. True, but sales went up 2%.
Well, if they sold more units, but made less money (remember, a lot less money), how exactly do you explain it? I may be wrong in that the mini ate into iMac/eMac sales, but I doubt it.

Sweet... I think I'm going to invest in Apple when I have money.

I'm so PISSED AAPL went down today! Good heavens, they blew expectations away and the stock FALLS?! *grrrrrrrrrrrrrrr*

If the economy is looking gloomy then the share value of most profitable companies falter or slow down. Apple is falling because of:

-Drop in the NASDAQ
-Tension between China and Japan which can have knock on effects on Taiwan.
-Oil went back up today.
-Terrorism in Iraq returns. This hurts the price of oil.
-The IMF forecasted a slower global economy this year that should pick up in 2006.
-Even though Apple had a great last quarter their forecasts for the next quarter aren't nearly as high as the success they had in the previous two.
-Apple didn't release figures for the Shuffle and mini which is worrying because if they are low profit, didn't sell enough and cannibalized sales of iMacs that could spell doom for the mini. It's very hard to tell without figures. For low cost/low profit sales to work they have to be in the millions.

I would like to recommend that you sell your shares if you haven't already but the thing is the stock market is almost impossible to predict unless you're a billionaire who can manipulate share prices. It will go back up again but these last two weeks have shown that the world is a quaky shakey place. The Nasdaq has been getting weaker since January ever since oil climbed to over $40 a barrel. Now it's over $50 and it looks like it will keep climbing although much slower than some predicted last week

I'm amazed the eMac/iMac are selling considering the eMac hasn't been updated in over a year and the iMac is a month over it's "average" update. IMHO, it's great to see that they are doing so well.

The PowerMac is also very long at the tooth update wise along with the iBook.

I don't remember Apple having so many systems so overdue for an update.

Let me compare those numbers with the ones from SGI

45 million loss
160 million revenue

Apple's profit is much bigger than SGI's revenue… awesome.

i just read the Forbes cover article on Steve Jobs (this month i think)

it claims the 3 major PC makers are begging him to release OSX on intel

tin foil hat on? OK

OpenStep became Yellow Box (which ran on OS X Server [Rhapsody] and Windows)... and then Yellow Box became Cocoa.

Does that mean that Apple could still port a compatability layer to Linux and Windows if they wanted and run Cocoa applications on all platforms (like NeXt did with Intel, Sparc, Hewlett-Packard)

I wonder how many Cocoa applications are PPC specific. [I've probably said too much about how little I know about coding]

AAPL is down (after the market closed) $3.78 to $37.26. It fell almost $2 yesterday, too. That kind of sucks, but I'm hoping it'll go up soon once more people hear about their profits and the market gets a bit better. I bought it at $41.96 (a day or two after the split).

That very thing used to come as part of WebObjects. I don't know if they still do it that way, though.

It might also be worth checking out GNUStep, who have been working since the NeXTstep days to reimplement the API on top of Linux. It's not perfect yet, but there are a few apps out there, such as GNUMail.app, which use it to create cross-platform Cocoa apps. A Windows port appears to be in the work as well.

It depends on how much OSX-specific functionality they deal with.

down a bunch in after market today as well. im going to really have to load up to get my average buy down.

: puts foot in mouth :