The Complete Transcript of Steve Jobs' Conference Call Appearance

The complete transcript of Steve Jobs' conference call appearance has been posted online by MacWorld.

Hi, everybody. As most of you know, I don’t usually participate in Apple earnings calls, since you’re all in such capable hands with Peter and Tim. But I just couldn’t help dropping by for our first 20-billion-dollar quarter. I’d like to chat about a few things, and then stay for the rest of the Q&A, if that’s all right.

First, let me discuss iPhone. We sold 14.1 million iPhones in the quarter, which represents a 91 percent unit growth over the year-ago quarter, and was well ahead of IDC’s latest published estimate of 64 percent growth for the global smartphone market in the September quarter. And it handily beats RIM’s 12.1 million BlackBerrys sold, in their most recent quarter ending in August.

We’ve now passed RIM. And I don’t see them catching up with us in the foreseeable future. They must move beyond their area of strength and comfort, into the unfamiliar territory of trying to become a software platform company. I think it’s going to be a challenge for them to create a competitive platform and to convince developers to create apps for yet a third software platform after iOS and Android. With 300,000 apps on Apple’s App Store, RIM has a high mountain ahead of them to climb.

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