Apple Q2 Results • Hacker News Board

Re: Apple Q2 Results

#71

Post by brlewis » Tue, Apr 30, 2019, 11:46 PM UTC

vbezhenar wrote: post #58

dmix wrote: post #54

Earlier quoted context omitted.

> Wearables (Watch/Airpods) saw a 30% jump ($5.13B) They generate $5 billion in revenue on their Watches and Airpods alone? What a crazy good business they have.

I think it's sales. So their watches sell almost like macs. No wonder they don't really care about computers. No growth potential for computers, but very few people bought watches, so much more potential to grow.

We don't know how well their watches sell. The headphones+watches number is surely dominated by headphones.

Re: Apple Q2 Results

#72

Post by naaaaak » Tue, Apr 30, 2019, 11:50 PM UTC

Macs brought in more money than iPads.

Despite being neglected, sold with defective keyboards, and macOS being maintained with a skeleton crew for years.

“The iPad is the clearest expression of our vision of the future of personal computing.” — Tim Cuck

The Mac is still stronger despite Apple's constant neglect and self-sabotage. Mac, not iPad, is the future of personal computing. That iOS becomes more and more macOS-like proves it.

Re: Apple Q2 Results

#73

Post by killjoywashere » Tue, Apr 30, 2019, 11:59 PM UTC

mediocrejoker wrote: post #45

saagarjha wrote: post #40

Earlier quoted context omitted.

Keep them in your ears or in the case and the probability that you'll lose them will be pretty close to zero.

Unless they fall out of your ears, which has happened to me when jogging a few times.

That's why I went with the Bose SoundSports. The two ears are tethered to each other, can be clipped to the shirt collar, and securely fit against the concha. I don't see being sweaty and bouncing around on rocky trails leading to anything good with those fancy airpods.

Re: Apple Q2 Results

#74

Post by MuffinFlavored » Wed, May 01, 2019, 12:21 AM UTC

ancorevard wrote: post #19

joobus wrote: post #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.

Remove China from their numbers, and they are growing. China's economy is still cratering.

> China's economy is still cratering.

What's it going to take for China to not crater and how far out is that horizon?

Re: Apple Q2 Results

#75

Post by what_ever » Wed, May 01, 2019, 12:22 AM UTC

amelius wrote: post #53

joobus wrote: post #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.

Just wait until they replace credit cards.

I don't think that will happen. And I hope I hope it doesn't happen as I don't have an iPhone.

Re: Apple Q2 Results

#76

Post by [deleted] » Wed, May 01, 2019, 12:27 AM UTC

mikece wrote: post #3

"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…

[deleted]

Re: Apple Q2 Results

#77

Post by earenndil » Wed, May 01, 2019, 1:30 AM UTC

saagarjha wrote: post #24

ancorevard wrote: post #19

Earlier quoted context omitted.

Remove China from their numbers, and they are growing. China's economy is still cratering.

Removing China for a company that depends strongly on sales in China may not be a very sound analysis.

"Apple is rapidly losing business in china, but doing strongly everywhere else" is very different from "apple's entire business begins a slow decline."

Re: Apple Q2 Results

#78

Post by FPGAhacker » Wed, May 01, 2019, 2:13 AM UTC

mythz wrote: post #22

joobus wrote: post #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.

On 1 quarter YoY basis, their core iPhone business saw a plateau slowdown of -17.3% ($31B). iPad saw 21.5% growth ($4.9B) and their newest categories Wearables (Watch/Airpods) saw a 30% jump ($5.13B) whilst their Service Revenue increased 16.2% ($11.45B). Despite their Apple News+, Apple Card, Apple Arcade and Apple TV+ services/subscription revenues not having kicked in yet so I'd expect they'll return to overall re…

What is a full cylinder?

Re: Apple Q2 Results

#79

Post by uptown » Wed, May 01, 2019, 2:17 AM UTC

FPGAhacker wrote: post #78

mythz wrote: post #22

Earlier quoted context omitted.

On 1 quarter YoY basis, their core iPhone business saw a plateau slowdown of -17.3% ($31B). iPad saw 21.5% growth ($4.9B) and their newest categories Wearables (Watch/Airpods) saw a 30% jump ($5.13B) whilst their Service Revenue increased 16.2% ($11.45B). Despite their Apple News+, Apple Card, Apple Arcade and Apple TV+ services/subscription revenues not having kicked in yet so I'd expect they'll return to overall re…

What is a full cylinder?

A metaphor from an internal-combustion engine; a cylinder is said to be firing when the fuel inside it is ignited.

https://www.encyclopedia.com/humanities/dictionaries-thesaur...

Re: Apple Q2 Results

#80

Post by FPGAhacker » Wed, May 01, 2019, 2:17 AM UTC

Share repurchasing of that magnitude doesn't seem like a good sign to me. I am interpreting that as meaning they could not find anything better to do with that money. If they were problem free and executing perfectly, maybe that would make sense. But that's hardly the case.