On Apple’s earnings call, Tim Cook directly addresses concerns surrounding iPad. Notably, he calls out Office as helping iPad sales somewhat but ‘frankly’ admits that Microsoft should have released Office for iPad sooner. He says that in the time that Microsoft waited, other companies including Apple have released very-competitive productivity alternates to Office, likely referencing iWork.

Cook also repeated much of what he has already said about Apple. He said it’s the fastest-growing product in Apple’s history. Across the same time period since launch, iPad has sold as twice as many units as iPhone and seven times as many iPods. In total, 210 million iPads have been sold to date. Cook said that they have “come along way very very quickly”.

He also reiterated his comments about enterprise and education. 98% of the Fortune 500 are deploying iPads and Apple is seeing similar success in education. He says the “match has been lit” — there is a focus on penetration and Cook believes Apple is winning it.

Student achievement is higher with iPad.

As usual, he also stated iPad’s impressive usage statistics — 4x the web traffic of other tablets. Cook concluded by saying that he is “very bullish on iPad” and looks forward to pushing the boundaries in this product line.


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6 Responses to “Tim Cook addresses iPad sales slowdown, says Microsoft should have released Office sooner”

  1. So he basically danced around the question… got it.


  2. Why does 9to5 seem to hate doing the work of actual journalism?

    Completely misrepresenting the conversation on Office for iPad may be de jour, but it’s also unacceptable.

    Tim: iPad has been the fastest growing product in Apple’s history. A hit in consumer, enterprise, and education. Over 201 million units sold, which is almost double iPhone sales in same period of time for a device category that was proclaimed ‘DOA’ by these pundits.

    Why make it sound like Apple was on the defense when Tim announced a current 95% iPad share in education, 46% share in U.S retail (consumer) market, with an astounding 91% of enterprise tablets activations being Apple iPads and 98% of Fortune 500 companies using iPads?

    So, what was said about Office? Someone asked if Office coming to iPad helped.. (Mind you it hasn’t even been a month of Office on iPad yet and the software only allows reading unless you buy a $65/yr subscription)

    Time response? “MS Office for iPad does help. If Microsoft did it earlier, it would have been better for them, but it is still good that its on iPad.”

    “it would have been better for them”. Sounds pretty crystal clear. Still, the 9to5 team manages to cock this up into a blaming MS headline.