From the financial statements, revenue from Wearables, Home, and Accessories was up 30% vs the last year. There wasn't a huge release this quarter (aside from the AirPods refresh which was at the edge of the March 30th cutoff), so I wonder why it went up so much.
Apple Q2 Results
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Re: Apple Q2 Results
#12From the financial statements, revenue from Wearables, Home, and Accessories was up 30% vs the last year. There wasn't a huge release this quarter (aside from the AirPods refresh which was at the edge of the March 30th cutoff), so I wonder why it went up so much.
Watch and AirPods are early in the S curve of adoption and have clear product market fit and no viable competitors. It's clearly inflecting higher.
Re: Apple Q2 Results
#13Re: Apple Q2 Results
#14"Apple no longer reports iPhone, iPad, and Mac unit sales numbers..." Probably because they only care about revenue and profits these days, not innovation and products. Apple didn't get to where they are by optimizing the supply chain but by coming up with incredible products that everyone HAD to have. I bought an iPhone last spring because it was the least-bad option in my opinion; if the Librem 5 is a flop I don't…
Because the number is the wrong metric for measuring the health of their products and customers. Unfortunately, the financial analysts have been so intensely focused on unit metrics to the point that they can't seem to grasp the true reality and condition of the company.
As a result, Apple had to go so far as to: 1) State that their goal is to make their devices last longer. 2) Stop giving unit numbers.
Still, I anticipate it will take years before financial analysts to internalize the true nature of this beast.
Re: Apple Q2 Results
#15Earlier quoted context omitted.
You can turn FaceID off.
TouchID still has less lag - and I can auth/unlock from my pocket. FaceID is great for my aging parents who have calloused hands, but I still prefer TouchID.
I much prefer FaceID. It seems faster not slower for me than TouchID was, I like that it enables a full frontal screen, and I love not having a home button.
I also really like when my kids steal my phone and try to get it to unlock by holding it up to me and I can make funny faces at it so it won’t. But maybe that’s just me.
And to anticipate the follow-on to that, if a true adversary is holding my phone and it hasn’t been hard-locked through power-off of rapid click sequence, then I’ve already lost, whether it’s TouchID or FaceID.
Re: Apple Q2 Results
#16From the financial statements, revenue from Wearables, Home, and Accessories was up 30% vs the last year. There wasn't a huge release this quarter (aside from the AirPods refresh which was at the edge of the March 30th cutoff), so I wonder why it went up so much.
I was shocked by how much the Airpods cost, and yet still ended up buying a pair. Have been absolutely delighted. I guess I wasn't alone!
Re: Apple Q2 Results
#17From the financial statements, revenue from Wearables, Home, and Accessories was up 30% vs the last year. There wasn't a huge release this quarter (aside from the AirPods refresh which was at the edge of the March 30th cutoff), so I wonder why it went up so much.
Apple has been allowing their partners to aggressively price the "old" Apple Watch (Series 3), starting as low as under $200. This picked up a lot in 2019.
This has effectively allowed them to enter a new lower segment of the market while the series 4 continues to chomp away at the higher end consumer.
The "official" price of the Series 3 is $279. Or at least the price Apple pins its value at.
Re: Apple Q2 Results
#18> The Company posted quarterly revenue of $58 billion, a decline of 5 percent from the year-ago quarter, and quarterly earnings per diluted share of $2.46, down 10 percent.
So they are shrinking, not growing.
Re: Apple Q2 Results
#19> The Company posted quarterly revenue of $58 billion, a decline of 5 percent from the year-ago quarter, and quarterly earnings per diluted share of $2.46, down 10 percent. So they are shrinking, not growing.
Remove China from their numbers, and they are growing.
China's economy is still cratering.
Re: Apple Q2 Results
#20Earlier quoted context omitted.
TouchID still has less lag - and I can auth/unlock from my pocket. FaceID is great for my aging parents who have calloused hands, but I still prefer TouchID.
I much prefer FaceID. It seems faster not slower for me than TouchID was, I like that it enables a full frontal screen, and I love not having a home button. I also really like when my kids steal my phone and try to get it to unlock by holding it up to me and I can make funny faces at it so it won’t. But maybe that’s just me. And to anticipate the follow-on to that, if a true adversary is holding my phone and it hasn’…
I find FaceID worse than TouchID, in a couple of ways:
1. It's very common both at work and at home that the iPhone is flat on a table and I want to quickly unlock it to check something. Previously, snaking a finger out was sufficient; now, I have to deliberately pick it up, look at it, and then swipe upwards. (It's also much more conspicuous in meetings.)
2. FaceID seems to struggle (i.e. fail to unlock, or delay the unlock) more often than TouchID - it seems quite sensitive to the angle it's held at as it scans my face.