Apple's Cook on iPad, Asia, Apple TV, and more

20.07.2011

I think the Android activation number is a difficult one to get our hands around. Because unlike our numbers, which you can kind of go to our data sheet, and add the iPhones and iPads, and make a reasonable approximation of the iPod touch which we said is over half of our iPod sales, you can quickly see that in June quarter we sold over 33 million iOS devices. And across time... we're now over 222 million cumulative iOS devices. So we think this is incredible. So our numbers are very straightforward, they're transparent, and they're reported quarterly.

In terms of iPhone, iPhone is up 142% year over year. This is more than two times the rate of growth of the smartphone record. We think that's incredible. Also, we sold every iPad 2 in the quarter that we could make. So there certainly not a shortage of demand. We're also gaining traction in enterprise. Now our attention is converting to more of a penetration focus.

Our App Store is the largest by far, and if you look at iPad-specific apps, we're over 100,000. I think you'd be hard pressed to find more than a few hundred on the other platforms. It also doesn't appear that the other tablets are getting any traction to speak of. And we've paid over $2.5 billion to developers, and so there's a great business proposition for developers. And you can tell that customers love it, because we have well over 15 billion apps that have been downloaded.

And so we're very, very confident of the product. We're confident with the app store. We're confident with our proposition with developers. The customer satisfaction in every survey I have seen ranks the iPhone number one. And so we're very confident in the customer reception. We're also very confident in our road map. And so we feel very, very good. You may have seen the data that just came out from ChangeWave that reaffirmed once again that iPhone is the clear leader in customer satisfaction, and also was the number-one preference of those people planning to buy smartphones in the next 90 days. And so it seems like there's a lot of great things, and we feel absolutely fantastic about it.