The Macintosh Revenue Paradox
On October 30th I published Apple's FY2010: A Retrospective. In that blog post I charted the Mac's 27% contribution to Apple's FY2010 reported revenue. In fiscal year 2010, Apple sold 13.662 million Macs and those CPU sales produced revenue of almost $17.5 billion dollars. Yet record revenue from Mac sales continue to have a diminishing percentage contribution to Apple's overall revenue results.
Macintosh Revenue and Contribution To Overall Revenue Results
In the recent December quarter, Macintosh CPU sales produced revenue of over $5.4 billion yet represented just over 20% of Apple's reported revenue. To put the Mac's unit's revenue performance in a broader perspective, in FY2011 Macintosh CPU sales will produce revenue at or above $21 billion and revenue from Mac sales will exceed Apple's revenue from all sources as recently as FY2006. This paradox of record revenue and declining percentage of revenue contribution to Apple's overall results is due of course to the popularity of Apple's iOS-based products such as the Apple iPhone and Apple iPad.
However, for Apple to sustain rates of revenue growth similar to or near the December quarter's 70.5% growth throughout FY2011, continued growth in Macintosh revenue figures prominently in the outcome.
The graph and table data below illustrate and indicate both the Macintosh's rising revenue and falling percentage of revenue contributions to Apple's overall revenue results: