Apple has the following revenue/profit generating category:

  • iPhone (>50%)
  • iPad (>20%)
  • Mac (10%)
  • Apple Care (4%)
  • iTunes/Apps/iBooks/Newsstand content (3%)
  • iPod (2%)
  • iAd (<1%)
  • Apple TV (<1%)
  • Accessories
  • etc.

From this list, only a few are currently multi-billion dollar categories. ¬†Especially of note, the major ¬†contributing “legs to the stool” are iPhone, iPad, Mac.

Current multi-billion dollar categories:

  • iPhone
  • iPad
  • Mac
  • Apple Care
  • iTunes/Apps/iBooks/Newsstand content
  • iPod

With new upcoming products and services over the next few years, I predict the following areas will expand greatly or be entirely new revenue/profit streams.

Predicted new or expanded multi-billion dollar categories:

  • iWallet – mobile payments
  • iAd – Expand from App ads to iRadio, Apple TV
  • iTunes/Apps/iBooks/Newsstand content
  • Apple TV Set – The fabled Apple TV Set
  • Apple TV Subscription – Become a cable on-demand service for monthly fee
  • iWatch – Biometric wearable computing device