15 interesting points from today’s earnings call

Apple Store (Stanford 2, North California, exterior 001)

Apple just announced its earnings for its September quarter, and despite all of the ‘doom’ talk and lowball analyst predictions, the numbers are actually pretty good. In fact, the company set records for iPhone and iPad sales, and revenue.

We’re just finishing up the conference call, where Tim Cook and his CFO Peter Oppenheimer talked about Apple’s performance, and offered some insight into its future. And as usual, we’ve rounded up the 15 most interesting points for you…

  • Mac sales up 19% in YoY quarter, have gained global market share for 30 of last 31 quarters
  • 51 million iPhones sold in a quarter is a record for the company
  • 26 million iPads sold in a quarter is a record for the company
  • 97% satisfaction among iPad owners
  • iPad has 78% share of U.S. commercial tablet market
  • $57.6 billion in quarterly revenue is a record for Apple, and the most ever generated by a tech company
  • 80% of devices on iOS 7. Most popular OS in the world
  • $13.3 billion in net income, also a new record. Apple now has $158.8 billion in cash
  • 65 billion total App Store downloads
  • $2 billion paid to developers during the December quarter
  • iOS has 5x advantage over Android in developer revenue per app, 4x advantage in IAP, and 2x advantage in paid downloads+IAP.
  • Plants v Zombie had 60 million downloads in first 5 days, biggest launch ever for an EA game.
  • There are now 420 total Apple Stores, each averaging 21,000 visitors per week
  • 30 new Apple Stores coming in 2014
  • Tim Cook says mobile payment space “a big opportunity on the platform.”

Overall, Apple seems pretty happy with its record-breaking quarter, but Wall Street isn’t. APPL is down more than 8% in after hours at the time of this writing (-$44.17 per share) due to a huge miss on iPhone sales projection and low Q2 forecast.