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Summary:

Love it or hate it, there is no denying that Apple’s iPhone is not only a game changer but a certifiable hit. I culled some of the more interesting stats from the transcript of Apple’s fiscal fourth-quarter earnings conference call. Read on…

Love it or hate it…there is no denying that Apple’s iPhone is not only a game changer but a certifiable hit. Apple shared some interesting stats about the iPhone today. I culled some of the more interesting facts from the transcript of Apple’s fiscal fourth-quarter (ended September 30) earnings conference call, posted by the Apple 2.0 blog & Seeking Alpha.

  • Since its launch on July 11, Apple sold 6.892 million 3G iPhones in the quarter, bringing the total number of iPhones sold so far to 12.992 million. Many of the new phones were sold to first-time buyers.
  • Apple recognized $806 million in iPhone-related revenues for the quarter.
  • If Apple didn’t defer the iPhone revenue, the iPhone sales would have accounted for about 39 percent of the adjusted total quarterly revenues. Jobs put the number at $4.6 billion.
  • The iPhone will be sold in 70 countries by end of this year. It is currently sold in 51 countries.
  • By revenues, Apple is now the 3rd largest mobile phone maker behind Nokia and Samsung, ahead of Sony & LG Electronics. Samsung had revenues of $5.9 billion and it seems beatable.
  • iPhone is outselling RIM. Jobs kept hammering on that point during the conference call.
  • Apple says that in the 102 days since the iPhone Apps store opened, nearly 200 million iPhone apps have been downloaded. There are about 5500 apps available on the iPhone Apps store. Follow iPhone Apps on our TheAppleBlog. (Related story: What about that iPhone Bump?)

In response to an analyst’s question, Jobs said that while the company has a “miniscule market share of the mobile phone market” and that it “may not appeal to every prospective customer,” but “the percentage of prospective customers we need to attract in order to significantly increase our market share isn’t that many.” Rest of the mobile business, please make a note of that.

Apple’s volume-to-revenue ratio should scare its rivals. “The traditional game in the phone market has been to produce a voice phone in a hundred different varieties,” Jobs replied to a question about how he can play in the market with one version of the device. Jobs said that software (and user experience) are Apple’s current and future strategy. “From everything I heard, Babe Ruth had only one home run; he just kept hitting it over and over again.”

Update: I just wanted to point out that we made some observations about iPhone and how it was going to change the wireless business. All those things did indeed happen and the details from Apple’s most recent financial report proves that.

  1. It’s obviously a great piece of kit and is certain to dominate the space it’s in. I wonder how many people with N95s or N82s (like me) would have an iphone if we weren’t tied into 2-year contracts.

    In terms of challenging Nokia we would need to know what percentage of Nokia’s revenues come from the smart phone market. I’ve heard that although it’s a small share of total sales, the margins on smart phones are much larger than the cheaper phones. If that’s the case it could really dent Nokia’s profits. Unless they do something soon my next phone will probably be an iphone – and I live in Helsinki!

    Finland’s startup blog http://www.arcticstartup.com just had a post about Nokia maybe changing direction and abandoning symbian or experimenting with android. That would be interesting.

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  2. [...] Random Feed wrote an interesting post today onHere’s a quick excerptLove it or hate it… there is no denying that Apple’s iPhone is not only a game changer but a certifiable hit. Apple shared some interesting stats about the iPhone. I culled some of the more interesting facts come from the transcript of Apple’s fiscal fourth quarter (ending September 30, 2008) earnings conference call, posted by the Apple 2.0 blog & Seeking Alpha. Since its launch on July 11, Apple sold 6.892 million 3G iPhones in the quarter, bringing the total number of iPhones sold so f [...]

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  3. Apple sucks in asia where people prefer to buy nokia , sony erricsson or RIM , motorola rather iphone as its 4 times more expensive than whats its in US and substandard carrier pricing which is hard to explain ! , Asia is where around 1 billion of active mobile population (and growing) and they are not going use it till apple fixes the problem

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  4. Finsense – Nokia sold 15m smartphones in their last quarter. Only 3x the number of iPhones.

    The key stat though is that Nokias net income on devices in the last quarter was $2bn. iPhone net income was $1.3bn. That astonishing.

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  5. [...] 7 Real Reasons Why iPhone is a Smash Hit [...]

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  6. @gp:
    4 times more expensive!!! slight case of bad maths mate.
    My iPhone ( White one, therefore most expensive ) cost $140 more than a Nokia E65. I buy my mobiles outright and if you call that 4 times more expensive, then I would like some of what your smoking.

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  7. Motorola was initialy very successful with one phone strategy. It worked initially, by the time they figured its not working anymore it was too late.

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  8. @john
    http://www.vodafone.in/existingusers/products/pages/iphone3g_emi.aspx
    http://www.airtel.in/iphone3g/getready.html

    iphone us cost 199 usd
    iphone india cost 729.424 USD

    you do the maths ;-)

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  9. If apple offer US price in indian apple can sold 4 time this ?

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  10. I was expecting to see 7 reasons that might help to explain why apple have been successful rather than 7 points of evidence that clearly demonstrate that they have been.

    So I’ll put in my 2 cents (or two reasons anyway):

    #2 there’s no denying that apple put together a pretty good product but;

    #1 Apple did a fantastic job marketing their product. They timed the launch perfectly to produce a great quarter, and with Christmas on the way ensure a strong follow up quarter.

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