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Apple reports second quarter results

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Re: Apple reports second quarter results

#21

Earlier quoted context omitted.

>I am personally saddest to hear about the discontinuation of the Vision Pro I'm more sad they cancelled their EV project. We need more healthy competition there than public spying VR ski goggles.

There is tons of EV competition. 252 new EV models were announced at the Beijing Auto Show last week. Reviews of the Xiaomi SU7 2026 generally acknowledge it as best in class. etc.

Yeah, but Americans can’t buy those.

Re: Apple reports second quarter results

#22
post #5
post #3

Earlier quoted context omitted.

Focused on "simplicity", they used to have only a "tableful" of products. With more products, will Apple collapse under the weight of the complexity?

That was a different era of consumer behavior. Consumers are hyper targeted with personalized organic and paid messages. The algorithmic media ecosystem mitigates or counters complex product offerings. For example, my YouTube feed displays Apple Pro devices reviews over other lines like iPad basic. Also, purchase power acts as a natural filter.

The customer base is also so much bigger. Just before the the iMac was introduced, they were selling under half a million Macs per quarter. And that was divided up among a bunch of different models. That makes it much harder to manage production and inventory, and your development costs get spread across fewer units. With 10x more Mac sales and 100x more iPhone sales, there’s more room for variety.

Re: Apple reports second quarter results

#23

Short version: Reported quarterly revenue: ~$111 billion, so a 17% year-over-year increase. Diluted earnings per share: ~$2. 22% increase compared to the same quarter last year. Operating cash flow: surpassed $28 billion. Record for a March quarter. iPhone: Record March-quarter revenue of ~$57 billion, heavily supported by demand for the iPhone 17. Services: Hit an all-time high revenue record of ~$31 billion. Capita…

I wonder if there’s a breakdown of their top performing or fastest growing services. It’s interesting how they dont seem to promote the services that much yet are seeing tremendous growth.

Re: Apple reports second quarter results

#24
post #4

Earlier quoted context omitted.

I am personally saddest to hear about the discontinuation of the Vision Pro - in a couple of generations there was a solid chance that it would be easy sell for me and/or other people who don't VR/AR game but probably would use it for media/productivity.

I couldn’t find information about discontinuation in the article - did I miss it or is there another source? Edit, I found this: https://www.macrumors.com/2026/04/29/apple-vision-pro-m5-flo... - seems like rumors; but perhaps as close to an announcement as we’ll ever get.

The Vision Pro has been getting discontinued about once a month for the past two years.

Re: Apple reports second quarter results

#25
post #15

All this while passing on the leap of faith everybody else is taking in the form of crazy AI investments. If the bubble bursts, Apple with its mountain of cash will be ready to buy the carcasses of whatever is left.

If the bubble bursts why would Apple buy any AI companies?

Re: Apple reports second quarter results

#26

Short version: Reported quarterly revenue: ~$111 billion, so a 17% year-over-year increase. Diluted earnings per share: ~$2. 22% increase compared to the same quarter last year. Operating cash flow: surpassed $28 billion. Record for a March quarter. iPhone: Record March-quarter revenue of ~$57 billion, heavily supported by demand for the iPhone 17. Services: Hit an all-time high revenue record of ~$31 billion. Capita…

The other reading is that the company plans to shift to a no-growth one, since it starts to return 100's of Bs to the shareholders, essentially admitting they cannot invest them in the company itself.

Re: Apple reports second quarter results

#27

Short version: Reported quarterly revenue: ~$111 billion, so a 17% year-over-year increase. Diluted earnings per share: ~$2. 22% increase compared to the same quarter last year. Operating cash flow: surpassed $28 billion. Record for a March quarter. iPhone: Record March-quarter revenue of ~$57 billion, heavily supported by demand for the iPhone 17. Services: Hit an all-time high revenue record of ~$31 billion. Capita…

I wish they’d stop doing buy backs and invest 100B in R&D … imagine what they could do in battery tech or otherwise.

Re: Apple reports second quarter results

#28
post #7

I subscribed to MacAddict in the mid-90s, back when Gil Amelio was Apple’s CEO, the company couldn’t ship software (Copland, Dylan, Gershwin, etc.), & they could barely afford to acquire NeXT. It still blows my mind that this is the same company.

The joke is that NeXT acquired Apple and got paid to do it. There’s a lot of truth to it. A huge amount of the software stack is inherited from NeXT. Steve Jobs was inherited from NeXT. Modern Apple is vastly more successful than NeXT ever was, but there’s a lot of continuity there as well.

It's right there in the developer APIs. All of those NS_ prefixes in the MacOS and iOS SDKs stand for NeXTSTEP.
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