Source: http://www.businessinsider.com/chart-of-the-day-the-iphone-5s-unprecedented-demand-2011-9
Apple’s reported decision to release a new iPhone in the fall, as opposed to the summer, will deliver massive sales, writes RBC analyst Mike Abramsky in a note.
RBC surveyed 2,200 consumers and found “unprecedented demand,” with 31% of consumers very/somewhat likely to buy an iPhone 5, which is stronger than the 25% of consumers that were very/somewhat likely to buy an iPhone 4, when RBC did the same sort of survey before it launched.
Further, Abramsky says that Apple’s delay could cause a bigger upgrade from existing iPhone owners, since the iPhone 4 is 15 months old. He says 66% of existing iPhone owners are very/somewhat likely to buy a new iPhone.
He’s bumping his estimates for Apple’s 2012 fiscal year as a result. He thinks the company sells 110 million iPhones, generates $140 billion in sales overall, and earns $34.50 per share for fiscal 2012.
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Source: http://www.businessinsider.com/chart-of-the-day-hp-apple-notebook-pc-shipments-2011-7
Here’s another look at the impact of the iPad on the PC industry, courtesy of Jefferies analyst Peter Misek and Dan Frommer of SplatF.
Misek initiated coverage of HP today with a hold rating, and included this chart showing the drop in the growth of HP’s notebook shipments, as well as the drop in the growth PC notebooks overall. (Frommer added the data on Apple’s growth in notebook shipments as a contrast.)
As Frommer points out, “A market that was growing 20% to 40% year-over-year per quarter just a couple of years ago is now basically flat.”
Misek says it’s thanks to the growth of the tablet market: “We believe tablets are cannibalizing consumer notebooks and are the biggest driver in the deterioration of HP’s consumer notebook shipments. We expect tablets to cannibalize more enterprise notebooks as we get into 2012.”
Until someone delivers a credible iPad rival, this trend will continue for all the PC players.
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Source: http://www.businessinsider.com/chart-of-the-day-cost-of-an-app-2011-7
Last week Apple announced that its 200 million iOS users have downloaded 15 billion applications.
How much money money is Apple making from those 15 billion downloads? Apple wasn’t so forthcoming about that, so we’ll have to rely on this estimate from Piper Jaffray analyst Gene Munster.
Munster says the average selling price of an app in the App Store is $1.44. Of that Apple nets $0.18 after you account for credit card fees and storage/delivery costs.
Since the App Store launched, Apple has earned a net profit of $538 million on paid app sales, estimates Munster. It has spent an additional $246 million on storing and delivering free apps, says Munster, suggesting Apple’s true profit is just $292 million.
Of course, that’s the narrow way of looking how much Apple is making from the App Store. Apple’s vibrant app ecosystem has helped it sell millions of iPhones, iPads, and iPod Touches, helping it earn billions in profits.
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Source: http://www.businessinsider.com/chart-of-the-day-netflixs-growing-popularity-in-context-2011-5
Here’s an interesting look at Netflix’s growing popularity from Canaccord Genuity analyst, Heath Terry.
He shows uniques to Netflix have been growing at an impressive rate in the last few quarters. Impressively, they’re above Hulu which is primarily a free service.
As uniques grow, it follows that subscribers are growing. Terry estimates that subscriber a 70% increase in subscribers for Q2 2011 as compared to the same period a year ago based on looking at the data.
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