Zoinks! Apple turned in stellar quarterly results Wednesday, reporting its second highest revenue and earnings, which is not bad considering it’s the June quarter we’re talking about. The company sold a boat load of iPods (8.1 million), a lot of Macs (1.3 million), and the company’s higher education sales were through the roof (up 31% year over year).
There was a bit of angst heading into the quarter over iPod sales, and I think it safe to say that Apple surprised everyone. Certainly extended hours saw Apple trading higher by some 11.5% (at $58.83, up 6.07) when last I checked.
All that said, the biggest surprise to me was the fact that Peter Oppenheimer and COO Tim Cook were both a lot more open in a couple of situations where the company has historically been tighter than a drum head.
Surprise #1: Peter Oppenheimer told an analyst "We’re not sitting around doing nothing" when it comes to cell phones [Read TMO‘s full coverage for more info.]. In the context of an analyst conference call, that’s pretty much the same as saying, "Dude, of course we’re working on a cell phone, but we’re not there yet.
That’s nothing short of a shocking revelation for a company that subpoena’s journalists to get their sources when those journalist leak an unannounced product.
Surprise #2: COO Tim Cook made strong statements about Boot Camp as a successful lure for Switchers. [Read TMO‘s full coverage for more info.]
The quote: "We released the beta in April. The number of downloads that we’ve had are significant, and the customer feedback that we have had on Boot Camp is very, very good. It’s clear that for a Windows user that is considering switching to a Mac, that it makes it even more appealing to them to switch."
Keep in mind that Boot Camp is still a beta release, but that Apple was willing to go on record with the SEC as saying that Boot Camp is bringing money to the table. This isn’t the same sort of surprise as the cell phone comment, but Apple’s track record is to play coy when it comes to the specific impact a specific technology or product is having on sales.
Especially when it’s a beta product!
So what does this mean? Is Apple opening up? Maybe, but everyone was still mum on things like breaking down sales numbers by product, and other aspects of the future not pertaining to cell phones. It’s more likely that these are two issues that Apple felt so strongly (Boot Camp) or comfortable (cell phones) about, that it was willing to hint at the future just that little bit.
*In the interest of full disclosure, the author holds a small share in AAPL stock that was not an influence in the creation of this article. Â