Live data from Hacker News

Apple Reports Fourth Quarter Results

apple.com

81–90 of 541 posts

Re: Apple Reports Fourth Quarter Results

#81

Holy moly, the Mac keeps growing like crazy. It’s amusing how Apple wanted the iPad to disrupt the Mac but the advent of M-Series chips on the Mac has really nipped that ambition in the bud.

They’re trying to manage expectations by saying Mac sales in 4Q will be weaker but once they release M2 Mac Mini and M2 Mac Pro, they will sell like hotcakes. It doesn’t hurt that building a PC is now quite a bit more expensive.

Re: Apple Reports Fourth Quarter Results

#83

Earlier quoted context omitted.

Google's insistence on paying the $15B a year is odd to me. I'm sure they've run a bunch of experiments and they view it as making sense financially but I'm not sure how many people would settle with Bing as default search. Their #1 search term being "Google" is pretty telling.

I thought parent was referring to Microsoft’s deal with Apple during the anti-trust era.

Ah, you're right. Misread that.

Re: Apple Reports Fourth Quarter Results

#84

Earlier quoted context omitted.

Do you not think M1 is a compelling architecture? I think it’s technically brilliant and it has a positive impact on my life.

I mean, no. For what I do with a laptop, a Chromebook is fine. And it's what I use.

> For what I do with a laptop

Are you possibly able to understand that other people do other things with their laptops and so see value in the technology?

Like I spend my time compiling things. A fast, low-energy processor is brilliant for me, because it lets me work faster and for longer. Can you not understand how I'd see value in that?

Re: Apple Reports Fourth Quarter Results

#85

Numbers: - Q4 wearables of $9.6B, beats est byu close to $1B - Q4 Services Rev fo $19.2B short of Est by $800M - Q4 iphone Rev of $42.6B meets Est - Q4 ipad Rev of $7.2B, short of Est by $600M - Q4 Rev of $90.2B beats Est by $2B, that also means its up 8ish% YoY - Q4 Mac Revenue of $11.5B, beats by $2B, nice, forgot they make computers;) - China Rev of $15.5B, this is interesting, AAPL clearly has alot of China expos…

You sound like someone who likes to get the details right. "A lot" is two words.

Re: Apple Reports Fourth Quarter Results

#86

Apple is unbeatable, what numbers jeez. And to think, Apple’s main competitor being practically forced into giving them money is what saved them. The government should take something from this and not allow for too much consolidation. I’m sure apple giving a few billion to a few hundred small companies could yield some results. I’m very curious what would happen to Google and Meta if Apple announced they’re going to…

Google's insistence on paying the $15B a year is odd to me. I'm sure they've run a bunch of experiments and they view it as making sense financially but I'm not sure how many people would settle with Bing as default search. Their #1 search term being "Google" is pretty telling.

You can also view the $15 billion as a bribe to prevent apple from trying its hand at search. Apple already has a substantial search effort behind the scenes

Re: Apple Reports Fourth Quarter Results

#87
post #7

Numbers: - Q4 wearables of $9.6B, beats est byu close to $1B - Q4 Services Rev fo $19.2B short of Est by $800M - Q4 iphone Rev of $42.6B meets Est - Q4 ipad Rev of $7.2B, short of Est by $600M - Q4 Rev of $90.2B beats Est by $2B, that also means its up 8ish% YoY - Q4 Mac Revenue of $11.5B, beats by $2B, nice, forgot they make computers;) - China Rev of $15.5B, this is interesting, AAPL clearly has alot of China expos…

So Apple Watch and AirPods is almost as big a business as the Mac. Wow, I didn’t realize that. Quite a vindication of Tim Cook’s decade at the helm.

> Quite a vindication of Tim Cook’s decade at the helm.

Agreed, if all you care about is Apple getting richer, he's done an outstanding job.

Re: Apple Reports Fourth Quarter Results

#88
post #47

Numbers: - Q4 wearables of $9.6B, beats est byu close to $1B - Q4 Services Rev fo $19.2B short of Est by $800M - Q4 iphone Rev of $42.6B meets Est - Q4 ipad Rev of $7.2B, short of Est by $600M - Q4 Rev of $90.2B beats Est by $2B, that also means its up 8ish% YoY - Q4 Mac Revenue of $11.5B, beats by $2B, nice, forgot they make computers;) - China Rev of $15.5B, this is interesting, AAPL clearly has alot of China expos…

I will admit publicly this post is so terse yet comprehensive I am aggressively searching your history on this site for more nuggets like this one. UPDATE …and, not disappointed. World-class commentary. Not sure how PP flew under my radar so long.

appreciate that, thank you!!

Re: Apple Reports Fourth Quarter Results

#89

Numbers: - Q4 wearables of $9.6B, beats est byu close to $1B - Q4 Services Rev fo $19.2B short of Est by $800M - Q4 iphone Rev of $42.6B meets Est - Q4 ipad Rev of $7.2B, short of Est by $600M - Q4 Rev of $90.2B beats Est by $2B, that also means its up 8ish% YoY - Q4 Mac Revenue of $11.5B, beats by $2B, nice, forgot they make computers;) - China Rev of $15.5B, this is interesting, AAPL clearly has alot of China expos…

You sound like someone who likes to get the details right. "A lot" is two words.

ha, thanks!!

Re: Apple Reports Fourth Quarter Results

#90
post #47

Numbers: - Q4 wearables of $9.6B, beats est byu close to $1B - Q4 Services Rev fo $19.2B short of Est by $800M - Q4 iphone Rev of $42.6B meets Est - Q4 ipad Rev of $7.2B, short of Est by $600M - Q4 Rev of $90.2B beats Est by $2B, that also means its up 8ish% YoY - Q4 Mac Revenue of $11.5B, beats by $2B, nice, forgot they make computers;) - China Rev of $15.5B, this is interesting, AAPL clearly has alot of China expos…

I will admit publicly this post is so terse yet comprehensive I am aggressively searching your history on this site for more nuggets like this one. UPDATE …and, not disappointed. World-class commentary. Not sure how PP flew under my radar so long.

Agreed! Is there a website that does this style of commentary for (tech) stocks?

All I see is seo spam when looking.

Post reply on HN