In the event of a recession, how will Apple be?

As the recession worsens and rivals’ sales decline, Apple Inc. announced today that it sold more than 2.5 million Macs and 4.3 million iPhones in the last three months of 2008, setting a new quarterly revenue record. In its first quarter spending, which ended December. Although Mac sales revenue remained steady over the year, Apple sold 9% more Macs during the period than it did three months ago in 2007.

The number of Macs sold in the quarter has dropped 3% from the previous quarter. “Mac sales have not suffered as much as anyone might have feared,” said Ezra Gottheil, an analyst at Business Intelligence Inc. “Apple’s growth rate has been very slow, but it is clear that the new MacBook is a huge winner.” Apple unveiled the all-aluminum “unibody” MacBook and MacBook Pro notebooks at the end of October, and contrary to what many thought at the time, reduced the price only for the remaining low-end MacBook with a plastic case.

During the quarter, total revenue was $ 10.2 billion, a new quarterly record, Apple Chief Financial Officer Peter Oppenheimer said in a Wednesday afternoon meeting with Wall Street analysts.

During the call, Oppenheimer used the phrase “extremely proud” several times to describe the bottom line for the time being, while Chief Executive Tim Cook boasted that Apple had been able to maintain strong notebook sales even in the face of adversity. -economy lousy general.

Oppenheimer says “We are very pleased with the overall Mac transfer sharing game,” said Oppenheimer, who has called unique notebooks as driver sales since their October launch.

According to analysts, however, Apple actually lost market share, at least in the US, when the desktop was added to the mix. Last week, Mikako Kitagawa of Gartner Inc. accounted for Apple’s share of home sales of 8%, down from 9.5% a quarter earlier.

Oppenheimer acknowledged slide sales of table prices, which were down 25% year-on-year and down 22% from the previous quarter, but cited two reasons for the plummet. One, he said, was the very strong sales of the iMac which just released in late 2007, and the difficult period that corresponded to that volume in 2008. Another reason for the flexibility was the display of the total product, which increased going to mobile computers. , he said.

Gottheil points to a third reason: declining sales in the K-12 education market, which buys regular laptops.

For all the potential of Mac sales, however, Apple computers accounted for a slice of the company’s gross domestic product than in the previous quarter and in the same quarter the year before. Over the past quarter, Mac sales accounted for 34.9% of Apple’s total revenue, down from 36.9% in the same period in 2007 and even more so from 45.8% in the quarter ended September 2008.

Gottheil said: “The Mac’s piece of pie is shrinking, and the general iPod market is full,” Gottheil said. “That’s why the iPhone is a huge boost after the overall development of the company.”

Apple sold 4.3 million iPhones in the last three months of 2008, well down from 6.9 million sold in the previous quarter. But that also represents an increase of 88% year on year over the 2.3 million they sold in late 2007.

Gottheil is bullish on the iPhone, essentially the price of each seller brings us to the bottom line of Apple. “They’re even more obvious than they used to be,” he said, referring to Apple’s latest trend of speculating what revenue the iPhone would have contributed if the company hadn’t spread over the 24-month period.

Each iPhone, Gottheil said, is a “$ 600 share” – the amount Apple makes from retail sales and mobile transfers.

“Right now, the iPhone is undergoing the development of Apple, absolutely,” Gottheil said. During the question-and-answer section of the call, Apple executives talked about networks, small, low-cost notebooks that accounted for about 10% of the laptop market in late 2008, and declined to comment on health issues. of Director Steve Jobs.

On the networks, Cook, who oversees the day-to-day operations at Apple while Jobs is on a six-month medical leave, essentially revisited the stand-alone behavior that the Services itself described three months ago. “Right now, the products out there aren’t much stronger than consumers want – they have restricted keyboards and small displays,” Cook said. “We think the markets there are smaller. But we will see. We have some ideas here, and we look at the site. ”

“I think at this point, they do not feel the need to enter [netbook] marketplace, ”said Gottheil, who predicted last month that Apple would, in fact, open one or more networks in Macworld, which Apple did not.

“They don’t seem to be very worried about putting that money on the table as they are more concerned about erosion in the Mac market,” Gottheil said.

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