MEOW! Blog

Multimedia Ecosystem Opportunity Watch

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

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 [...]

Confirmation of Apple Ad Strategy

Published in February 1st, 2010

Posted by ChairmanMEOW! in Digital Thoughts

No Comments

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 [...]