'The iPhone Company'

MG Siegler, on Apple's indisputable cash cow, the iPhone:

You see, because of the downward trend of both the Mac and the iPod (in terms of revenue), the iPhone is becoming increasingly important to Apple’s bottom line. We’ve known for a while that Apple “lives or dies” each quarter based upon how many iPhones they sell, but it’s never been as reliant on that one device as it is right now. While I usually refrain from linking to Apple's earnings call reports, nor do I obsess over charts like most analysts do, I'm always interested in seeing how Apple's products are doing relative to each other. Hence, this graph in Siegler's post is fascinating: Look at the iPhone, then look at the iPod. The disparity is striking, albeit unsurprising.