It wasn’t but two years ago that the iPod was one of Apple’s main sources of revenue. These days—Q4 2008 to be precise—the iPod (not including the iPhone) only accounts for less than 15 percent of Apple’s total revenue; 24 months ago it was over 30 percent and in Q1 2006 it was over 50 percent.
That’s according to some new analysis by blogger-analyst Andy Zaky, who has made some rather interesting predictions about Apple’s financial behavior in recent weeks.
Not surprisingly, the lower percentage is due to rampant sales of iPhones, which itself made up over 40 percent of Apple’s current revenue from last quarter (when taking into account Apple’s adjusted, non-GAAP figures). In fact, that plus Mac sales are over 71 percent for the company as a whole. This data continues to show that Apple remains, at its core (no pun intended), a hardware company. That’s clearly where the money is—software and iTunes sales combined are less than 20 percent.
[via Apple 2.0]
"the iPod (not including the iPhone)"???
Why not including the iPhone. The iPhone will be bought be people who probably would have bought an iPod.
Also the iPhone is a much better iPod than a phone. It should really be called the iPod Phone. Because it's much more of an iPod with phone snapped on than a full feature phone with iPod functions.
The iPhone IS THE NEW IPOD!
Two interesting points. Hardware sales (in units) for the iPod have flattened. Admittedly, if you count the iPhone as an iPod, one would see a different trendline.
Second, iTunes revenue is now half that of the iPod. Could it get to the point that iTunes is no longer there to drive iPod sales, but a co-equal revenue generator or more? It'd be an interesting reversal if the iPod was the razor and iTunes the blade.
BB