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Analyzing Apple: Beyond The Computer
Blackfriars Communications, Inc., April 2007, Pages: 10


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This product takes into account Apple's April 25, 2007 announcement that it will defer revenue on Apple TV and iPhone products over 24 months

Coming out of a Christmas selling season when it sold more than 21 million iPods, Apple dropped a bomb at MacWorld in January. When Steve Jobs announced that Apple would no longer include the word “Computer” in its name, the audience understood that the company was changing its focus. However, we believe the change was larger than that. We believe that this change reflects a new epoch in Apple’s growth and alters what investors should expect from its business.

In this report series, Analyzing Apple, we will explore the reasons behind our claim and answer four related questions:

1. How has Apple’s product calendar changed?
2. What business results should we expect from Apple’s new focus?
3. How will Apple’s business change?
4. What do these changes mean for the future?

Analyzing Apple is more than a report. The product includes an 10-page PDF report containing quarter-by-quarter projections and analysis of Apple's business through the end of fiscal 2008. It includes graphics dramatically illustrating Apple's growing emphasis on new product lines. But 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.



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