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Apple reports fourth quarter results

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Re: Apple reports fourth quarter results

#21

[flagged]

> Make products people want and they buy, ignore them, and they don't.

What does this even mean? When I went to my local Apple Store to see the iPhone air in person (to decide if it was right for me, which it was), they had a line out the door for people who wanted to buy new phones. Their Mac business is very healthy since introducing their own silicon. Everyone in the Bay Area (skewed, I know) has AirPods on the train or at the grocery store.

Re: Apple reports fourth quarter results

#22
post #12

How come they don’t add AI?

They have enough "AI" stuff. People just don't know it is AI. That is the best way of integrating AI into your product(s). The tech behind stuff doesn't really matter for the end user.

other companies should also follow that trend, use ai for useful features, just give the feature a good name... no need to mention "ai"... because next year it could be something else that is powering the feature.

Re: Apple reports fourth quarter results

#23
post #11

Kind of telling that 1, the iPhone outsells every other category by 5-7x ratio, and the Mac (which includes everything from Macbooks to Mac Minis to iMacs) barely sells more than the iPad. 2, Services (iCloud, apps, music, TV shows etc.) now bigger than every other category, except the iPhone, combined Basically 76% of the sales are iPhones and Services (millions) iPhone $209,586 Mac $33,708 iPad $28,023 Wearables, H…

Seems like the obvious reason for this is that Mac is now a niche for people that operate computers, where there are likely 6 people that don't for every 1 that does. We keep hearing that the next generation is "true computer" illiterate.

The second reason is likely that there are computers that are 1/3 of the price subsidized by the terrible ad-supported OS installs. (Has anyone tried to setup a MS computer lately, it's an ad-box).

Re: Apple reports fourth quarter results

#25
post #18
post #11

Kind of telling that 1, the iPhone outsells every other category by 5-7x ratio, and the Mac (which includes everything from Macbooks to Mac Minis to iMacs) barely sells more than the iPad. 2, Services (iCloud, apps, music, TV shows etc.) now bigger than every other category, except the iPhone, combined Basically 76% of the sales are iPhones and Services (millions) iPhone $209,586 Mac $33,708 iPad $28,023 Wearables, H…

These are the wrong numbers. You posted the 2024 numbers, not the 2025 numbers. 2025: iPhone $209.586 billion, Mac $33.708 billion, iPad $28.023 billion, Wearables, Home and Accessories $35.686 billion, Services $109.158 billion, Total $416.161 billion

Yeah you are right, my bad! Fixed

Re: Apple reports fourth quarter results

#26
post #18
post #11

Kind of telling that 1, the iPhone outsells every other category by 5-7x ratio, and the Mac (which includes everything from Macbooks to Mac Minis to iMacs) barely sells more than the iPad. 2, Services (iCloud, apps, music, TV shows etc.) now bigger than every other category, except the iPhone, combined Basically 76% of the sales are iPhones and Services (millions) iPhone $209,586 Mac $33,708 iPad $28,023 Wearables, H…

These are the wrong numbers. You posted the 2024 numbers, not the 2025 numbers. 2025: iPhone $209.586 billion, Mac $33.708 billion, iPad $28.023 billion, Wearables, Home and Accessories $35.686 billion, Services $109.158 billion, Total $416.161 billion

Not too long ago the iPad was painted as a disappointing product line, relative to the iPhone. It's still bigger than the entire Mac business. Alas.

EDIT: Ack, you're right. Bad comment, self.

Re: Apple reports fourth quarter results

#27
post #25
post #18

Earlier quoted context omitted.

These are the wrong numbers. You posted the 2024 numbers, not the 2025 numbers. 2025: iPhone $209.586 billion, Mac $33.708 billion, iPad $28.023 billion, Wearables, Home and Accessories $35.686 billion, Services $109.158 billion, Total $416.161 billion

Yeah you are right, my bad! Fixed

I think your conclusion is also wrong. iPad sales are flat, and wearables are actually declining:

(Wearables, home, and accessories already surpassed Mac sales, although I don't know what exactly is included in accessories.)

Also, I don't think it's useful to compare wearables to Mac, because Watch isn't much of a computing platform, AirPods aren't a computing platform at all, and Vision Pro has almost no sales. This category is mostly accessories to iPhone.

https://sixcolors.com/post/2025/10/charts-apple-caps-off-bes...

Re: Apple reports fourth quarter results

#28
post #18

Earlier quoted context omitted.

These are the wrong numbers. You posted the 2024 numbers, not the 2025 numbers. 2025: iPhone $209.586 billion, Mac $33.708 billion, iPad $28.023 billion, Wearables, Home and Accessories $35.686 billion, Services $109.158 billion, Total $416.161 billion

Not too long ago the iPad was painted as a disappointing product line, relative to the iPhone. It's still bigger than the entire Mac business. Alas. EDIT: Ack, you're right. Bad comment, self.

No, iPad is not bigger than Mac. It's smaller. Look again at the numbers.

Re: Apple reports fourth quarter results

#29
post #11

Kind of telling that 1, the iPhone outsells every other category by 5-7x ratio, and the Mac (which includes everything from Macbooks to Mac Minis to iMacs) barely sells more than the iPad. 2, Services (iCloud, apps, music, TV shows etc.) now bigger than every other category, except the iPhone, combined Basically 76% of the sales are iPhones and Services (millions) iPhone $209,586 Mac $33,708 iPad $28,023 Wearables, H…

If they ever stopped making Macs guess I'd start using Linux other than just for servers.

Re: Apple reports fourth quarter results

#30
post #23
post #11

Kind of telling that 1, the iPhone outsells every other category by 5-7x ratio, and the Mac (which includes everything from Macbooks to Mac Minis to iMacs) barely sells more than the iPad. 2, Services (iCloud, apps, music, TV shows etc.) now bigger than every other category, except the iPhone, combined Basically 76% of the sales are iPhones and Services (millions) iPhone $209,586 Mac $33,708 iPad $28,023 Wearables, H…

Seems like the obvious reason for this is that Mac is now a niche for people that operate computers, where there are likely 6 people that don't for every 1 that does. We keep hearing that the next generation is "true computer" illiterate. The second reason is likely that there are computers that are 1/3 of the price subsidized by the terrible ad-supported OS installs. (Has anyone tried to setup a MS computer lately,…

> We keep hearing that the next generation is "true computer" illiterate.

I 'member when "personal" computers were going to be a kind of capital-equipment made available to the masses, creating new levels of autonomy and personal control over our own lives, working for our goals and interests... Whoops.

Folks like Stallman did warn me though.

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