MEOW! Blog

Multimedia Ecosystem Opportunity Watch

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What will Apple Eventually Do with All the Cash?

Published in February 2nd, 2010
Posted by ChairmanMEOW! in Digital Thoughts
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$40 billion at end of 2009 shows acceleration over 2008. In 2008 Apple added $9.7B in cash while in 2009 it added $11.7B. Apple still has no debt. I consider it safe to assume that at least $10 billion will be added during 2010 for an end of year total of $50 billion. To put [...]

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Restatements of Apple’s Financials Reveals iPhone ASP and Allows Closer Estimation of Margins

Published in February 1st, 2010
Posted by ChairmanMEOW! in Digital Thoughts
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Here is a table of the iPhone business so far (click on the table for larger view): 1. ASP has been increasing. It peaks immediately post-launch. Since it reflects a mix of two SKUs it also shows more early adopters opting from the higher-end model. 2. Gross margin reflects shipping and returns so there will [...]

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Confirmation of Apple Ad Strategy

Published in February 1st, 2010
Posted by ChairmanMEOW! in Digital Thoughts
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When asked about the company’s recent acquisitions of Quattro and Lala after the recent earnings report, Apple’s chief financial officer Peter Openheimer answered, “In terms of Quattro and Lala we acquired Quattro because we wanted to offer a seamless way for developers to make more money on their apps, especially free apps.” As we have [...]

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