posted on July 22, 2011
Here’s another slopegraph, this time showing Apple’s revenue breakdown in each of the last 6 July quarters*. Since the graph relies on quarterly data, it’s just a snapshot, but one that’s worth looking at. Interesting that 67.8% of Apple’s July 2011 revenues are from products that didn’t exist in July of 2006.
*Whereby July quarters, I mean 3rd quarters, which Apple typically reports in July. And of course these data are subject to the vagaries that might accompany any given quarter. Annual data would be better, but I wanted the current super hot mega up to date stuff, so July quarters it is. I suppose I could have looked at trailing twelve months data for each July quarter, but I have a dissertation to write.
It’s also interesting how every non-iOS product line except for laptops has collapsed together into a muddled mess. See desktop computers, way down there at the bottom with 5.5% of Apples July 2011 revenue? That was $1.6 billion in sales last quarter. The Mac isn’t doing poorly: the iPhone and iPad business is doing that much better.
Anyway, here’s the graph. Some day, I’ll have an appropriately sized slopegraph. Until then, you’ll want to look at the enlarged version to really see what’s going on. I kept the color in because there’s a lot of crossing points.
Imagine what the iPad’s trajectory might have been if Apple had been able to keep up with demand. Or what the iPhone would have done if it’d been more available, especially if Horace Dediu is right and Apple’s annual iPhone production slowdowns actually hurt sales.