Seth Weintraub

Interesting new revenue breakdown for Apple.  Macs are growing like crazy but are just 20% of revenue.

Products that didn’t exist a few years ago?  iPhone 39%.  iPads? 17%.  iPods (The lion’s share is iPod touch iOS) 13%.  Throw a few percentage points in for AppleTV and iOS is comfortably at 2/3rds of Apple revenue.

From today’s earnings call:

16.24 million iPhones
~10 million iPod touches (iPod touch represents more than 50% of the 19 million iPods sold)
7.33 million iPads
—————
33 million iOS devices sold (not including AppleTVs)
/90 days in the quarter
—————
366,666 iOS mobile devices/day.

Remember that Google proudly announced they were shipping 300,000 Android devices/day last month.  Apple is now significantly beyond that.  Also, remember AppleTV is also iOS.
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The day after Apple announced Steve Jobs would be taking another leave of absence to recover from illness, the stock is at an all time high of 350.  How?  Reporting $6B in profits this quarter helps.

Update.  AAPL is fluctuating in after hours trading.

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[youtube=http://www.youtube.com/watch?v=PcrY1q8fn_s&w=640&h=390]

Another band company is pushing its solution for putting iPod nanos on your wrist. I’m actually surprised at this point that Apple hasn’t jumped on board with their own solution. It will be interesting to see if they run with the concept in September when new iPod versions come out.  Adding Bluetooth would help too.

Engadget has what appear to be the first sightings of the HP webOS devices they plan to unveil in February.  I’ll admit it, they look kinda nice, certainly better than the thing Ballmer showed at CES last year.  It probably helps not to have an Intel processor with its overhead and battery inside.

two tablets: the 9-inch Topaz and a 7-inch model codnamed Opal

The bad news?  September is when they expect these things to hit retailers and they are only expecting to sell a few million in 2012 according to another leaked document..  That is forever in this fast-paced game.  iPad 2 will already be running strong at that point as it competes with the Blackberry Playbook and Motorola Xoom which should be hitting shelves before summer.
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Using its Skydrive Cloud servers, Microsoft is now allowing iPhone users to access, edit, and share their desktop OneNote application data on iPhone.  Microsoft has long been talking about bringing their Office applications and functionality to the iPhone and this is the first indication of doing that (OneNote is part of the Office suite).

While the OneNote Mobile app naturally doesn’t have all of the functionality of the full OneNote 2010 desktop application for your computer, it’s optimized for your iPhone’s display and lets you handle the basics with ease. Use OneNote Mobile to create shopping lists and to-do lists, prepare for a trip or project, and take class or meeting notes without lugging around your laptop. OneNote Mobile is also great for collecting ideas and tracking project notes, capturing ad hoc information about stuff you need to deal with at home or at work, as well as tracking activities, wish lists, gift lists — anything you can think of.

The app can be found here, more screenshots below.
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After Steve Jobs announced his leave yesterday, AAPL stock dropped about 7% of its value in the German market.  However, in the first day of trading in the US, Apple is trading close to where it was before the announcement.

As of this writing, AAPL is only down 5 points or 1.5%…even if it doesn’t make it back to pre-announcement level, not bad at all for Apple.

Of course, Apple has a pretty big announcement later today…

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MacRumors reports that Best Buy’s inventory system is showing a White iPhone for delivery on February 27th.  Also, White iPhones are showing up on Vodaphone in Europe and in Canada.

I’d wager that a majority of you have already made your iPhone 4 buying decisions but for those holding out for a White iPhone…there might actually be one coming.  Maybe even on Verizon.
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Remember how Apple took offense to MIC Gadget’s Steve Jobs action figure?  They even pulled some off of eBay.

Now MIC gadget is selling a remarkable similar “Pineapple CEO” figure with non-trademark-infringing features such as a platform that doesn’t come looking like an Apple logo (though it isn’t hard to adjust it).  Get them before the lawyers do….
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You’d think that Apple moving the iPhone from Consumer Reports’ worst rated network to their best rated one would be cause for some CR celebration.  Instead, they’ve come out against the Verizon iPhone as well (notably before even testing it).

The drawbacks? Those on line for the Verizon iPhone 4 will be locked in for at least 13-20 months before being eligible for an update, ensuring that the summer iPhone 5 and even iPhone 6 will be full on purchases, rather than update prices.  They also mention the CDMA limitation of no calling and data at the same time.

Verizon has yet to issue their iPhone prices or upgrade plans specifically for the iPhone though they just did upgrade their general customer upgrades to 20 months before an upgrade, perhaps in anticipation of carrying the iPhone.
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This one may not last very long …or Apple might let it fly.  AirView turns your iOS device into a receiver for your other iOS devices.  Kind of like an AppleTV in your iPad.

Use this application to watch AirPlay video streams from another iOS device (iPhone, iPod Touch or iPad running iOS 4.2) on the same local network, or from iTunes.

Just launch AirView, then tap the AirPlay icon on the YouTube media player from another iPhone for example, and the video should start playing on AirView. This works with videos played in iTunes on a Mac or PC too.

Photos are not supported yet.

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Dan Lyons, who started the Fake Steve Jobs Blog as his anonymous pet project a few years ago, says he is no longer posting as Fake Steve.  Like a lot of us in the tech community, Lyons is feeling awful about the situation with Jobs’ illness.

I know his old partner and friend, Steve Wozniak. And I just can’t bring myself to call Woz and ask him what he knows. I’m sorry. I know a surgeon who has worked at Stanford Medical Center, where Steve Jobs has received a great deal of his medical treatment. But I won’t ask her what she’s heard. For one thing, she won’t tell me. For another, all the hot showers in the world could not wash that stink off me. I won’t ask my friends who work at Apple what they know. I’ve never asked them for any inside information about Apple. We’re friends. I respect that. They don’t know what’s wrong with their boss. They’re just feeling awful.

I know the feeling. Today I’m feeling awful, too.

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Here’s Mark Gurman’s post from way back last year.  Interesting that iPad 2x icons were already appearing in the documentation…

On Apple’s online developer user-interface documents a section discusses iPad universal applications. This is a universal application for two versions of the iPad. The current version and an alluded to higher resolution version, an iPad with a retina display.

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Nvidia is coming clean with Dell, HP and Apple owners who purchased some of the Laptops with discrete GPU “bumps” that sometimes caused failure.  Apple went to extraordinary lengths (far beyond Dell or HP), covering Macbook Pros affected with these issues for up to three years and issuing refunds to those who paid for repairs.

If you purchased a MacBook Pro from May 2007 – September 2008, you are likely covered by the settlement.

To view the sample Reimbursement Claim Form formatted as a PDF file for an Apple notebook computer, click here. To view the sample Replacement Claim Form formatted as a PDF file for an Apple notebook computer, click here.
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If you are getting hyped about Rupert Murdoch’s new (delayed) iPad magazine called the Daily, you might want to start following @daily on Twitter.  The account was just created and is verified by Twitter.  Also the account is following one media exec, Greg Clayman.

Clayman’s Twitter bio says: Co-founder of Upoc, former head of mobile & digital distribution at MTV Networks, currently working on something awesome.

We’ll see.
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Changewave looks at how a Verizon iPhone affects the carrier landscape – if iPhone users will exit en mass to Verizon.

Only 4% of Verizon’s customers plan to switch in the next 90 days. In comparison, 10% of Sprint/Nextel’s customers say they plan to switch, as do 15% of both T-Mobile’s and AT&T’s.  While there is some indication that AT&T has a contingent of customers with itchy feet, it doesn’t appear that there will be a mass migration.

But, as the following chart shows, AT&T’s churn rate is its worst ever in a ChangeWave survey.
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It all started with the news of the four finger swipe today in iOS 4.3 for iPad which replicates the functionality of the home button.  Soon, BGR coincidentally got a tip that the home button was going missing from future iPads and iPhones running around Cupertino.

We have exclusively been told that the reason Apple just added multitouch gestures for the iPad in the latest iOS 4.3 beta is because the iPad will be losing the home button. Yes, we are told that Apple, at some point in time, will remove the home button from the iPad’s design. Instead of button taps, you will use new multitouch gestures to navigate to the home screen and also to launch the app switcher.

Other things to consider:

1. How do you do a hard reset without a home button?
2. And what about people without all of their fingers?
3. The physical home button is still functioning when the touch panel interface crashes.  Soft buttons and gestures crash here too.
4. There are too many reasons to need a home button for us to believe this.  Maybe the home button moves to the bottom?

What do you think?

What you see above is some new iOS hardware coming down the pipe as found in the latest 4.3 iOS software by Engadget.  Considering the current iPhone 4 is 3,1 for AT&T and 3,2 for Verizon, there is now a 3,3 still waiting in the wings?  We’re thinking maybe China is getting a new iPhone.  Or maybe the magical white iPhone has something different to it or maybe that Sprint event on Feb 7th is for a WiMAX iPhone or something crazy like that.

Fast forward to this summer, iPhone 4,1 and 4,2 are on the way.

On the iPad front, we’ve got three coming in a few months.  GSM, CDMA and Wifi most likely.
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[youtube=http://www.youtube.com/watch?v=6pb9-LbxFeU&w=640&h=390]

Even the pretty lady doesn’t make T-Mobile’s FauxG Network a real 4G network.  Guess T-Mobile’s not getting the iPhone this year.

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Additional new features of iOS 4.3 keep rolling in. Noteworthy is a new font in the iPad Notes.  Also, you now have the option to play alerts from one to 10 times (below).

Other little tidbits of interest:
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BGR and Redmond Pie both have screenshots of that hotspot feature that is likely coming to all iPhone 4 users in the coming months. Changing some settings in a preference bundle is all you need to do to get this up and running though getting your carrier to support it is another matter entirely.
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