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