Apple’s net sales by product 2008 vs. 2009

“Steve Jobs likes to describe Apple’s ( business model as a stool built on three-legs: the Mac, the iPod and the iPhone,” Philip Elmer-DeWitt reports for Fortune. “But a quick glance at the 2009 Form 10-K, which Apple filed on Tuesday, shows that it is now more like a four-leg chair, with a couple of wedge-shaped pillows on the side.”

“The Mac and iPod still bring in the biggest part of Apple’s total sales revenue — 37.7% and 22.1%, respectively — but their shares of the pie are shrinking,” Elmer-DeWitt reports. “The iPhone, meanwhile, is rapidly catching up, thanks to unit sales that grew 68% and revenue (swelled by deferred revenue dating back to 2007) that grew 266%. The iPhone now accounts for 18.5% of Apple’s sales, just behind the iPod.”

Elmer-DeWitt reports, “The fourth leg of the chair is the line item Apple calls ‘other music related products and services'” but which is mostly iTunes Store sales — music, video and apps. It continues to grow at a steady pace and now represents about 11% of Apple’s net sales.”

The full article – recommended – has pie charts that clearly show the changes in Apple’s product mix here.

16 Comments

  1. If you can’t tell the difference between “its” and “it’s” (in your post above), you’re in no position to call anyone else an iTard. It’s (correctly used) not rocket science, sir or madam, but being a Winfantroll, you’re not in a position to understand that difference.

    FYI: If you’re capable of reading a news item from the real world, take a look at the GALLEON GROUP and Raj Rajaratnam’s current problems with the FTC. The firm and he are being forced to liquidate all equity holdings immediately, including a ton of AAPL . . . accounting for the recent minor drop in its price.

    Still, record numbers all ’round for Apple, Inc., for many, many, many quarters in a row, including the most recent. Can you say the same for MSFT, dumbass? That summer quarter really sucked big ones, huh? Of course, it’s the economy that’s at fault, right? Yeah, yeah, yeah, sure.

    Apple posts records, Microshaft posts losses. Hmmm. Who’s the “tard” here?

  2. Look at that Pie chart. It clearly shows that Apple is NOT a software company. The immense majority of there revenue is derived by hardware sales, call them iPods, Macs or iPhones. Now that said, they should not change anything and one look at those charts should help quite down anybody that thinks that opening OSX to the general PC box assemblers would beneficial to Apple. Such a move would force Apple to support a smorgasbord of 3rd party parts that only bring complexity and instability to an OS. Even imposing restrictions on supported parts would still cannibalize Mac sales, that in spite of the Mac being considered a hi-end system, are still growing at a very healthy rate.

  3. @ Windows 7:

    I’m still trying to figure out how to respond to a post that makes no sense, especially given the context.

    Check back here later for an update on my progress.

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