Apple is now worth twice as much as Google. In fact, in the last quarter, Apple’s profits were $13 billion. This is 22% more than Google’s entire revenue for the same period ($10.6 billion).
If that isn’t enough to convince you that Apple is now not a Mac company but an iOS company, then consider that over 50% of their total revenues come from the iPhone alone. Apple rules mobile (it’s destroying Android in terms of profits and developer market-share, even if not in terms of consumer market share) and that has huge implications for the performance marketing industry.
Apple sold 37 million iPhones last quarter at an average price of around $660 (remember that much of the retail price of an iPhone is subsidized by the mobile carriers in their monthly charges) in addition to 15 million iPads and 15 million iPods. That’s 67 million iOS mobile devices sold in just three months. To give you an idea of just how much the emphasis of the company has changed, consider that total Mac units during the same period were just 5.2 million.
Tablet sales exceeded desktop sales last quarter which means that any website, network or ad delivery method that isn’t optimized for mobile in general, and Apple’s platforms in particular, are going to struggle. For e-commerce merchants and affiliates this is a massive priority, right now. More amazing statistics from Apple’s earnings call here.