Notes from Apple’s Earnings Call

Here are some notes we’re taking from the call:

Mac growth 33% vs. 22% PC;

iTunes Store revenue over $1 billion and growing 25% year over year;

Over 5 billions apps downloaded;

Over 100 million iOS devices sold;

9 million average revenue per Apple Store, 5.9MM a year ago;

60.5MM visitors compared to 38.6 a year ago;

Estimate cost of the iPhone 4 cases is about $175m ;

“We thought capacity of 1M iPad units per month was very bold. Analysts thought we might sell 1M units in the whole year.”

Tim Cook on the iPad: “It’s not following a typical early adopter curve taking a long time to cross into the mainstream”

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