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Apple 4th Quarter Conference Call

While it is missed titled, the “Apple Computer Q3 2005 Conference Call Transcript (AAPL)” is an interesting read...

Some of the highlights:

01) Best year in Apple’s history.
02) Nearly $14 billion in revenue. More than doubling the company’s top line in the last two years.
03) Shipped 4.5 million Macs up 38% from last year and 22.5 million iPods up 409% from last year.
04) Record setting annual profit of over $1.3 billion.
05) Our Mac business generated 50% or total revenue and was up 28% from the year ago quarter.
06) Music business generated 40% of total Apple revenue in the quarter and was up a 133% compared to year ago quarter.
07) Shipped 6.45 million iPods during the quarter representing the 10th quarter in a row sequential unit increase.
08) According to the latest MTV tabloid iPods accounted for 75% of MP3 players sold in the US during the month of August.
09) Retail segment revenue grew to $663 million up $108 million sequentially and 76% from the prior year.
10) Over 45% of the customers buying Macs in our stores are new to Mac. We opened 14 stores during the quarter bring our quarter in total to a 124.
11) US education channel channel generated 34% year over year unit growth and 24% revenue growth.
12) Cash grew by $735 million during the quarter to $8.261 billion and was up almost to $2.8 billion for the full fiscal year.

It is followed up with the Q&A session

Comments

We watch these carefullly... thanks bunches for posting them! BRAVO, InfoManager

This is a great!

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