Tom What should we expect? Let's recap what has happened this past quarter vs. last year.
2Q 2007 Highlights
* $5.26 billion revenue, $770 Million Profit ($.87 per diluted share)
* AppleTV formally announced, shipped
* iPhone Announced (no income from iPhone until late 3Q 2007)
* Multi-Colored iPod Shuffle Released
* Quiet update to Xserve RAID (capacity update)
2Q 2008 Highlights
* Apple's Guidance: $6.8 billion revenue, $.94 per diluted share profit
* Street Expectations: $6.9 billion revenue, $1.07 profit per share
* AppleTV Take 2 + Movie Rentals
* MacBook Air Introduction
* Aperture 2 Released
* Xserve RAID Discontinued
* XSan 2
* iPod Shuffle capacity bumps
* iTunes climbs sales ranks (#2,
#1 just after close of quarter)
* Penryn based MacBooks
* Penryn based MacBook Pros with Multitouch trackpad
Readers should be aware that many complex factors contribute to a company's bottom line beyond what the public sees, so this recap should be used for informational purposes only. On that note, here's a recap of the current news and rumors for next quarter.
Current 3Q 2008 News/Rumors
* Final Cut Server shipped
* iPhone/iPod Touch Software 2.0 (June)
* Rumor: iMac, Mac Mini Penryn Updates
* Rumor: 3G iPhone in June
* Rumor: MacBook, MacBook Pro Design Changes with Montevina (June)