So, let’s call attention to the one key area where Apple didn’t beat estimates: iPad salesAnalysts were estimating about 13 million units sold, although the range seemed to go from about 9 million to about 15 million unitsTurns out that apple sold 11.9 million iPads in the last quarter.
That’s a ton of tablets and it’s a massive year-over-year increase, but we’ve been talking about iPads as if they were的未来的计算Yet in a quarter with a new iPad launch, Apple managed to sell 12 million units worldwideI don’t want to overpredict based on one number, but I’ve had a nagging sense from my own spotty iPad usage that the devices may remain a luxury. They don’t quite replace your computer and they’re not as mobile as your phoneWhat if the incredibly enthusiastic, urban, travel-all-the-time iPad early adopters actually have very different needs from the broader mobile computing market? What if beyond the perfect world travelers, the price is just too high for what you get? What if the upgrade cycle is going to be much, much slower than for phones?
“Just two years after we shipped the initial iPad, we’ve sold 67 millionTo put that in some context, it took us 24 years to sell that many Macs, and five years for that many iPods, and over three years for that many iPhones, and we were extremely happy with the trajectory on all of those products.”
“But I’d also point out that the new iPad was supply constrained last quarter for the full three weeks or so that it was shipping and is actually still constrained.”
更holy-crap-look-how-fast-Apple-is-growing历史背景:苹果16.7亿美元的利润为公司赢得了2009年第四季度是一个记录昨天,仅仅10季之后,苹果公司宣布116亿美元的利润——大约15亿美元短从公司的最高的130.6亿美元一个季度前I.e., a sum of money that three years ago was a record quarterly profit is now just the blip between the (historically strong) holiday quarter and the (historically weak) January-March quarter. ↩︎