Originally posted by: Pliablemoose
Some of you-all are more in tune with Apple internals, I heard about this on a blog and found it in the transcripts of the earnings announcement during the Q&A that followed:
Q: Toni Sacconaghi - Sanford Bernstein:
Now, is that air freight non -- I would imagine that you had that typically in most Q4s and accordingly, is that larger than usual for this quarter because your demand perception may have changed over the last 30 or 60 days or is that just a normal sequential seasonal headwind to margins that you always experience?
A: Tim Cook:
It''s more than normal. And so you''re correct that in general, we spend more in freight in Q1. However, this increase is larger than usual. And I''m sorry, I can''t be specific on the product, but it''s an abnormal sequential increase.
They're discussing air freight shipping costs being significantly higher this fiscal quarter, and Cook says there's a new product with substantial shipping costs that they're anticipating air freight expenses being significantly larger than normal, and these costs are associated with a new product.
A tablet for Christmas?
I can't imagine the new mouse will be that large a volume or expensive to air freight that it actually affects Apple's earnings during this fiscal quarter.
