THE APPLE INVESTOR: Apple Takes 75% Of The Mobile Phone Profits (AAPL)

The Apple Investor is a daily report from SAI. Sign up here to receive it by email.AAPL Up In A Down Market Markets opened lower on Greece fears that the nation is unable to avoid default. The S&P is pulling back after a 5-week rally. Shares of AAPL are up against a negative tech tape. Investors continue to be focused on iPhone adoption; update to the iPad; market share growth of the Mac business; further penetration in China and emerging markets; the evolution and potential re-conception of Apple TV; and platforms such as Siri, iAd, iBooks and social (Ping). Shares of Apple trade at 8.2x Enterprise Value / Trailing Twelve Months Free Cash Flow (including long-term marketable securities).Apple's iPhone Only 9% Of Mobile Market, But Takes 75% Of Profits (Asymco)iPhone sales are now large enough to make up 9% of all phones sold. This highlights how rapidly the smartphone is taking over the basic phone market. Not to be outdone, despite that relatively low share of all unit sales, Apple takes in the most revenues and earns by far the most in profit with a whopping three-fourths of the industry's profits.Apple's iPhone Business Is Bigger Than Microsoft, And More Profitable (Business Insider)Henry Blodget at Business Insider highlights a remarkable fact that tech writer MG Siegler noted: Apple's iPhone business alone is now bigger than Microsoft. Not Windows. Not Office. Microsoft. Think about that. The iPhone did not exist five years ago. And now it's bigger than a company that, 15 years ago, was dragged into court and threatened with forcible break-up because it had amassed an unassailable and unthinkably profitable monopoly. The iPhone is also considerably more profitable than Microsoft.Motorola Wants 2.25% Of All Apple's iPhone Sales (FOSS Patents)Apple filed an obscure legal brief in late January revealing, perhaps inadvertently, something that is usually a closely guarded industry secret: the terms of a royalty agreement to license a key piece of patented technology. A technology that Apple needed and Motorola owned. In exchange, according to the document, Motorola wants 2.25% of Apple's iPhone sales up to and including the iPhone 4. For fiscal years 2007 through 2011, revenue from those iPhone sales totaled $92.64 billion. That's a $2.08 billion cut.Customer Satisfaction Through The Roof For The iPad, Kindle Fire Not So Much (GigaOM)According to a ChangeWave report, iPad’s customer satisfaction is through the roof while Amazon’s Kindle barely exceeds the satisfaction level of the rest of the tablet pack. Seventy-four percent of survey respondents said they were “Very Satisfied” with the iPad, while only 54% said they were “Very Satisfied” with the Kindle Fire. The differential came down to what many users seemed to feel were missing features.For The First Time Ever, Smartphones Outsold PCs Last Quarter (Canalys)Quarterly smartphone sales outpaced PC sales in the fourth quarter of 2011. In fact, it wasn't even close. Mobile market research firm Canalys estimated that 158.5 million smartphones were sold in the last quarter, compared with 120.2 million personal computers (including tablets). And the iPad accounted for most of the growth among computers.Please follow SAI on Twitter and Facebook.Join the conversation about this story »See Also:Why Amazon's Tablet Business Is Nowhere Near As Good As Apple's (Yet)THE APPLE INVESTOR: Apple Pushes To Become Third Largest Handset Maker In The WorldTHE APPLE INVESTOR: More Evidence That An Apple Television Is On Its Way

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