Thoughts on Tech, Deals, and Markets

iPod Touch Widens iPhone’s Lead

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Apple announced their Q4 earnings today, and the stock is up 9% after hours.   Their iPod sales (iPod Touch sales aren’t separately broken out, but clearly are a large component) were 22.7m units, up 3% y-o-y, which was almost 20% above consensus.  iPhone sales were 4.4m, below consensus of 5m.

Some think the iPod Touch is cannabilizing iPhone sales.   While there’s inevitably some of that in the short run, in the long run it’s the other way around.  The iPod Touch’s success will continue to attract more developers who will make to better apps for the App Store.  Those improved apps will be available on the iPhone.  That will enhance the user experience of the iPhone’s most important differentiator, widening its lead over competitors as the most functional smartphone on the market.

Written by sandykory

January 22, 2009 at 7:03 am

Posted in Uncategorized

Tagged with , ,

One Response

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  1. […] he’s amazing and deserves tons of credit for reviving Apple.  They are killing it with the iPhone/iPod Touch platform, which I believe is in the process of disrupting the legacy video game market.  But he’s […]

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