Is Apple’s Growth at an End?

Robert Paul Leitao:

In the June quarter close to 50% of Apple’s revenue was derived from products that did not exist in the market just over three years ago. In the September and December quarters, well over 50% of Apple’s reported revenue will be derived from iPhone and iPad sales. At the moment there’s no practical limit to the size of the market for these two products.

50 percent of their revenue now comes from products that didn’t exist three years ago. Amazing. (Via Philip Elmer-DeWitt.)

Monday, 9 August 2010