Asymco analyst Horace Dediu has posted Apple's Growth Scorecard for Q2 2012. He notes that the a pattern for the last twelve months has been very consistent.
● The iPad is growing at a faster rate than the iPhone and has achieved in two years what the iPhone took four.
● The iPhone grew units at nearly 90% and revenues at 85%. This is slightly below the quarterly average over the last two years of 99%
● The Mac showed significant weakness though the previous year's Q1 had exceptionally high growth of 32%. The Mac still grew faster than the market and therefore gained share
● The iPod is declining consistently. Units showed a lesser decline than revenues as the average price dropped from $164 to $157.
● The iTunes store continues to grow very rapidly, reaching a new record level above $2.1 billion revenues
● Peripherals were weak with 11% growth but that may have something to do with lowered Mac sales
● Software had good quarter though not exceptional
● The top line grew at nearly 60% which is not exceptional but the bottom line grew at 94% which is above average
Check out the scorecard below...