Apple beats the street.

45.6 billion in revenue
10.2 billion in profit

43.7 million iPhones
16.3 million iPads
4.1 million Macs
2.7 million iPods

gross margin at 39.3%



iOS Security.

Holy cow.

For the first time, we have extensive details on iCloud security. For security professionals like myself, this is like waking up and finding a pot of gold sitting on my keyboard. Along with some of the most impressive security I’ve ever seen, Apple has provided a way to make it impossible for agencies like the NSA to obtain your iCloud Keychain passwords.

Apple Q1FY14 results.

Apple on Monday announced its earnings for the company’s first fiscal quarter of 2014, netting $13.1 billion in profit on $57.6 billion in revenue, driven by sales of 51 million iPhones and 26 million iPads — the most ever sold in a single quarter.

4,8 million Macs, earnings of $14.50 per diluted share, gross margin of 37.9 percent, $158.8 billion in cash, iPhone controls 59 percent of U.S. commercial smartphone market, iPad has a 78% share of U.S. commercial tablet market. iOS 7 is now on over 80% of all iDevices.

This is Apple’s best quarter ever.

Of course Apple stock is down 6%, because….Apple.

About downloading apps on iDevices, and Macs… @justin @shawnblanc

Justin Williams of carpeaqua, and Shawn Blanc of are wondering why you can’t, for example, download an iPad app on your iPhone. I’ll tell them.

Because the 99% wouldn’t be happy campers if the bought an iPad app from their iPhone and find out that they can’t run it on the device they have. That’s why.

Not everyone has a Mac, and iPad, and an iPhone guys, and no, iTunes must not die Justin, but I’m eager to hear of your alternatives.

My predictions for 2013 – revisited.

On January 4th of this year I made my Apple predictions for 2013. Let’s have a look how I did, shall we?

Q1 FY13 will be Apple’s best quarter. Ever. Q2, will be lower, Q3 will be bigger than Q2, and Q4 will be lower than Q1, but larger than Q2 and Q3.

Q1 FY13: Revenue of $54.5 billion and record quarterly net profit of $13.1 billion, or $13.81 per diluted share.
Q2 FY13: Revenue of $43.6 billion and quarterly net profit of $9.5 billion, or $10.09 per diluted share.
Q3 FY13: Revenue of $35.3 billion and quarterly net profit of $6.9 billion, or $7.47 per diluted share.
Q4 FY13: Revenue of $37.5 billion and quarterly net profit of $7.5 billion, or $8.26 per diluted share.

Source: Apple Investor Relations.

I was right about Q1, and Q2, not right about Q3, and partially right about Q4.
Score: 60%

OS X will see an update at WWDC, so will iOS.

Yep, we got Mavericks aka OS X 10.9, and iOS 7.
Score: 100%

There will be a new Mac Pro, and new iPods.

Yep, the new Mac Pro is imminent, but we didn’t get new iPods.
Score: 50%

iMac and Macbook (Air, Pro) will see updates. No touchscreen for Macs, no ARM-based Mac. No Retina for the Air.

Yep, all got Haswell and other significant upgrades. No touchscreens, no ARM-based Macs, and no Retina Display for the Air.
Score: 100%

There will be an new iPad (9,7″). It will be thinner.

iPad Air.
Score: 100%

The iPad Mini will go Retina.

Score: 100%

Maps will improve dramatically over the year, with incremental updates to the back end.

No arguing that.
Score: 100%

There will be no NFC in any Apple product.

Score: 100%

The Mac Mini will be manufactured/assembled in the US.

Nope. It’s the Mac Pro.
Score: 0%

The new iPhone will be the iPhone 5S. It will come in black and white, and it will have a 4″ screen.

Didn’t see the gold one coming in January, but my predictions were correct…still…
Score: 90%

There will be no dedicated television set. Apple has the Apple TV, which will see an upgrade.

I guess there was no upgrade to the current (3rd gen.) Apple TV, but there sure as hell was no television set.
Score: 50%

No entirely new product will be introduced.

Score: 100%

No unicorns with fairy dust.

Score: 100%

So, it seems that my overall score for my 2013 predictions is at around 80,77%. Not bad, not bad at all.

Apple FY13 results.

Apple generated $170.9 billion in sales, a new record for the firm, with just over $35 billion in net income.

In 2013, Apple sold 16.34 million Macs, its lowest total since 2010, and 26.4 million iPods, its lowest total for that category since 2005.

It sold a record 150 million iPhones on the year, up 25 million from 2012, and the company has now sold 421.3 million smartphones in total. It sold 71 million iPads, a new record, and the company has now sold 169.2 million tablets.

The company currently holds $146.8 billion in cash and marketable securities.

Clearly doomed.