IMG

IMG

Wednesday 24 April 2013

Apple Q2

Apple reported Q2 last night, full CC is here (mostly about falling margins):

http://seekingalpha.com/article/1364041-apple-s-ceo-discusses-f2q13-results-earnings-call-transcript

From the IMG royalty perspective the numbers were:

iPhone 37.4m (ahead of consensus)
iPad 19.5m (ahead of consensus)
iPod Touch approx. 3m
Apple TV - not disclosed

So roughly 60m iOS volume for the quarter.
The running total from Apple's Q3 2012-Q2 2013 is approx 230m iOS devices (roughly equates to IMG's FY).
The good stuff is apparently coming this autumn onwards  'Our teams are hard at work on some amazing new hardware, software, and services that we can’t wait to introduce this fall and throughout 2014' Tim Cook CEO.