How Apple's Business Completely Changed Business Insider Intelligence is a new research and analysis service for real-time insight and intelligence about the Internet industry. The product is currently in beta. For more information, and to sign up for a free 30-day trial, click here. What a difference a few years makes. Four years ago, Apple analysts fretted over iPod shipments and computer sales when an earnings call rolled around. All the early chatter is now focused on whether surging iPhone and iPad sales will even be enough to meet soaring expectations. The iPad, only a rumor two years ago, accounted for 24% of revenue last quarter. The iPhone, meanwhile, has jumped from 10% of revenue at the beginning of 2008 to 39% last quarter--and nearly 50% at the beginning of last year. With the tablet market still in its infancy and huge opportunities still available in mobile, the shift in Apple's revenues has only just begun. All of which should futher underline the changing nature of their business: Apple is essentially a mobile computing company. Which is not to say the rest of the company isn't growing. Mac shipments were up 20.7% year-over-year in the fourth quarter, according to Gartner--even as the rest of the PC market fell 5.9%. It's just that they have just not kept up with the astronomic growth of the company's mobile products. See our preview of Apple's earnings here→ 
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