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Analyzing Apple: iPhone Summer Heat
Blackfriars Communications, Inc., July 2007, Pages: 8


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By any measure, Apple Inc.'s iPhone has been a smash hit. By our calculation, the iPhone launch was the largest and most successful consumer electronics introduction ever done, exceeding other notable events such as the launch of the Sony BetaMax video recorder, Microsoft's Windows 95, and the XBox 360. And consumer acceptance has been dramatically positive as well, with iPhone owners raving about the device.

This report, Analyzing Apple: iPhone Summer Heat looks at the initial business results from Apple's iPhone launch and Q3 earnings call. We use the information and our extensive models of Apple's business to project what's in store for Apple investors through the rest of this year and next, now that the iPhone launch is behind us.

Analyzing Apple: iPhone Summer Heat is more than a report; it’s part of an ongoing series of information, graphs, presentations, and projections. In this report, you'll receive not only our latest thinking from the Q3 earnings call, but also our projections for the upcoming Leopard release and the new iPods in Apple's product pipeline. This report includes quarter-by-quarter projections and analysis of Apple's business through the end of fiscal 2009, including both unit and revenue projections for iPods, iPhones, Apple TV, and other Apple products. It includes graphics dramatically illustrating Apple's growing emphasis on new product lines. Analyzing Apple also includes both Keynote and PowerPoint presentations of the materials as well as a spreadsheet containing all the figures presented, so that you can do your own analysis of the data.

The author publishes this report series, Analyzing Apple, to help you, the investor, make sense out of these moves and make money at the same time. In this six times a year series, the author separates hype from reality providing insights into how Apple runs its business, why it keeps so much information away from the public, and what changes we see coming. We'll take our more than 30 years of experience in high technology, software, marketing, and business, use it to pick apart the drivers behind Apple's plans, and then translate those plans back into figures and charts that ordinary people can grasp. We believe that these reports will be in-depth business forecasting for the rest of us that don't live and breathe Wall Street.


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