Apple's Really Really Big Quarter (by the Numbers)

Apparently Kindle Fire didn't take much wind out of iPad's sales. Apple's holiday quarter solidly beat the most aggressive analysts' estimates. Here are the big numbers:

  • Revenue: $46.3 billion (cash on hand is now $97 billion) -- kaching!
  • Mac sales: 5.2 million
  • iPhones: 37 million (vs. about 30 million expected) -- 2X YoY
  • iPads: 15.4 million (well over a million more than expected) 
  • iPods:  15.4 million (iPod Touch was more than 50% of sales)
  • Apple retail stores: $6.1 billion (22K visitors per store per week)
  • Gross margin: 44.7%
  • Quarterly profit: $13.06 billion (yowza!)

Across the board unit sales were higher than expected. In short a pretty remarkable quarter. US and Japan were identified as Apple's strongest iPhone markets, although the 4S just launched in China. Demand there is "off the charts." 

Tim Cook characterized the iPhone 4S audience reception as "breathtaking." The iPhone 4S was the "most popular" iPhone (vs. the cheaper models) according to Apple.

Apple said that there are now 315 million iOS devices in market, with 62 million sold in the last quarter alone.