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10-K/APeriod: FY2009

Apple Inc. Annual Report (Amendment), Year Ended Sep 26, 2009

Filed January 25, 2010For Securities:AAPL

Summary

Apple Inc. filed its Annual Report Amendment (10-K/A) on January 25, 2010, for the fiscal year ended September 26, 2009. This amendment primarily focused on the retrospective adoption of new accounting principles related to revenue recognition for arrangements with multiple deliverables, particularly impacting how revenue and costs for the iPhone and Apple TV are recognized. Under the new principles, revenue and costs associated with iPhone and Apple TV are now recognized at the time of sale, rather than being deferred over the product's economic life as was previously done. This change significantly boosted reported net sales by $6.4 billion in 2009, $5.0 billion in 2008, and $572 million in 2007. The report highlights strong growth in iPhone sales, which nearly doubled in 2009 compared to 2008, and continued growth in the iTunes Store and App Store. Despite overall revenue growth, iPod sales saw a decline, and Mac sales experienced a slight decrease in net sales due to lower average selling prices, although unit sales increased. The company maintained a strong financial position with substantial cash reserves and no long-term debt.

Financial Statements
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Key Highlights

  • 1Significant increase in reported Net Sales due to retrospective adoption of new revenue recognition standards for multi-deliverable arrangements, particularly affecting iPhone and Apple TV sales.
  • 2iPhone revenue surged by 93% in 2009 to $13.0 billion, driven by a 78% increase in unit sales, indicating strong market adoption and expanded distribution.
  • 3Despite a 12% decrease in net sales, iPods remained a significant revenue contributor, though facing pricing pressures and competition.
  • 4Mac sales showed mixed results: net sales declined 3% due to lower average selling prices, but unit sales grew 7%, indicating a shift towards more affordable models and strong portability demand.
  • 5iTunes Store and App Store revenues continued to grow robustly, fueled by consumer interest in digital content and third-party applications.
  • 6Apple maintained a strong balance sheet with $34.0 billion in cash, cash equivalents, and marketable securities and no long-term debt.
  • 7Gross margin improved to 40.1% in 2009 from 35.2% in 2008, driven by a favorable sales mix and lower product costs.

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