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>Back in February, MG Siegler, among others, noted a remarkable milestone: >Last quarter, Microsoft brought in $20.89 billion in revenue. Apple brought in $46.
by recoiledsnake 14y ago
>Back in February, MG Siegler, among others, noted a remarkable milestone:
>Last quarter, Microsoft brought in $20.89 billion in revenue. Apple brought in $46.33 billion.
>Put another way: Apple’s iPhone business alone is larger than all of Microsoft’s businesses combined.
That is because the OEMs sell the hardware for Microsoft. If you include the OEMs revenue, the math will be very different. It's that Apple moves a lot of hardware through its accounting books, because it sells the hardware directly after buying it from Samsung, Foxconn etc. Whereas MS tries to get only the profit and leave the revenues(with a tiny margin) to Dell, HP, Lenovo, Acer, Asus etc. etc.
Therefore, profit is a better metric to compare rather than revenue since it takes moving hardware out of the picture. Anyone have those details?
On a side note, anyone else really tired of the Gruber-Siegler-Asymco blog mesh trying to project Apple's competitors like Android and MS in bad light by taking a very slanted look at numbers and other things? Granted, Apple's great and is unquestionably the most valuable company in the world.
I know that Apple fans like these blogs and HN consists of a lot of them, but it kind of gets tiring after the nth time of them getting featured on the HN front page and it's same old predictable kind of posts boosting Apple and bashing Google/Android/MS.
A side note to the side note, very ironic and funny that Paul Thurrotts' Winsupersite.com is hellbanned on HN. Shows what a section of HN is willing to stoop to, to push their convictions and agenda on everyone.
- Samuel_Michon 14y ago“profit is a better metric to compare rather than revenue since it takes moving hardware out of the picture. Anyone have those details?” For the quarter that ended March 31: Microsoft, $5.11 billion [1] Apple, $11.6 billion [2] For the quarter that ended June 30: Microsoft, $0.19 billion [3] Apple, $8.8 billion [4] [1] http://www.microsoft.com/en-us/news/press/2012/apr12/04-19fy12Q3earningsPR.aspx http://www.microsoft.com/en-us/news/press/2012/apr12/04-19fy... [2] http://www.apple.com/pr/library/2012/04/24Apple-Reports-Second-Quarter-Results.html http://www.apple.com/pr/library/2012/04/24Apple-Reports-Seco... [3] http://www.microsoft.com/investor/EarningsAndFinancials/Earnings/PressReleaseAndWebcast/fy12/Q4/default.aspx http://www.microsoft.com/investor/EarningsAndFinancials/Earn... [4] http://www.apple.com/pr/library/2012/07/24Apple-Reports-Third-Quarter-Results.html http://www.apple.com/pr/library/2012/07/24Apple-Reports-Thir...
- cooldeal 14y agoAnyone know how much of Apple's profit is from the iPhone(the original point of comparison in the article)?
- saurik 14y agohttp://investor.apple.com/common/download/download.cfm?companyid=AAPL&fileid=585701&filekey=beacb369-cb95-4950-acf4-4fbfa3569ec6&filename=Q3_2012_Form_10-Q_As-Filed_.pdf http://investor.apple.com/common/download/download.cfm?compa... Check out page 26, which gives you a good breakdown of their various divisions. (Although, I don't remember if it is net or gross now, and I'm on an iPhone so it is difficult to go back and check; Apple makes about $170 margin on an iPhone, however, for conversion, so maybe 30%.)
- 6ren 14y agoThat $0.19 billion (at your [3]) becomes $6.93 billion, when adjusted for one-off charges (including $6.19 billion impairment of goodwill). Otherwise, it looks like a disaster for MS.
- vampirechicken 14y agoThe one-ff charges don't count? What number is on the tax forms?
- ghshephard 14y agoThis is the first time I've ever heard someone accuse Horace Dediu "taking a very slanted look at numbers and other things." If anything - I think Horace is keenly awaiting someone (Microsoft, Samsung, Nokia, RIM) who can disrupt Apple - so he can commentate on how it happened. I'll agree that Siegler/Gruber pander to their audience though.