Highlights from todays' 4Q10 investor call:
iPods continue to decline, but the new generation of devices is more than replacing that revenue and unit share. iTunes itself generated over $1B in revenue.
- 3.89M Macs sold, up 27% YOY and beating the Street.
- 4.19M iPads sold, falling short of the Street's estimates. Supply chain blamed
- 14.1M iPhones sold, far exceeding the most optimistic estimates, and beating RIM and Google.
- 250,000 AppleTV2 sold, which I think surprised everyone.
iPods continue to decline, but the new generation of devices is more than replacing that revenue and unit share. iTunes itself generated over $1B in revenue.