81–90 of 527 posts
Earlier quoted context omitted.
> there's just no good reason for a general consumer to purchase an iPhone today * iOS (I prefer it over android) * customers already tied into the apple ecosystem * more of a focus on privacy (admittedly, this one is probably debatable)
So it's a mix of Stockholm syndrome and lazyness to change and tweak the system a bit in a more privacy friendly way.
This is how it did compared to expectations EPS: $2.18 vs. $2.10 estimated by Refinitiv consensus estimates. Revenue: $53.8 billion vs. $53.39B estimated by Refinitiv consensus estimates. Q4 Revenue guidance: $61 billion to $64 billion versus $60.98 billion estimate by Refinitiv consensus estimates. iPhone revenue: $25.99 billion vs. $26.31 billion estimated by FactSet. Services revenue: $11.46 billion vs. $11.61 bil…
These estimates are amazingly accurate or is my amazement inappropriate?
This is how it did compared to expectations EPS: $2.18 vs. $2.10 estimated by Refinitiv consensus estimates. Revenue: $53.8 billion vs. $53.39B estimated by Refinitiv consensus estimates. Q4 Revenue guidance: $61 billion to $64 billion versus $60.98 billion estimate by Refinitiv consensus estimates. iPhone revenue: $25.99 billion vs. $26.31 billion estimated by FactSet. Services revenue: $11.46 billion vs. $11.61 bil…
These estimates are amazingly accurate or is my amazement inappropriate?
Earlier quoted context omitted.
> there's just no good reason for a general consumer to purchase an iPhone today * iOS (I prefer it over android) * customers already tied into the apple ecosystem * more of a focus on privacy (admittedly, this one is probably debatable)
> * more of a focus on privacy (admittedly, this one is probably debatable) Not even sure why this is considered debatable. Even if it's just "perception" (which I doubt) it's a real reason to buy.
iPhone sales continues to decline (down another 13% vs this quarter last year), but services are making up for it
Apart from Apple Music and iCloud storage space what services does Apple offer / sell?
That iPhones were less than half their revenue, while still growing overall revenue, is a positive sign. Apple has done a good job of diversifying their revenue base over the last few years. It will be interesting to see how large wearables and services can become as revenue sources, I suspect they are still quite early in their growth.
Products are 42.4 - 29.5 = 13 ish Services are 11.5 - 4.1 = 7ish
If the iphone has the same margins as the other products, and about half the product sales are iphones, the services are producing more earnings than the iphone!
(To be clear: the services are delivered through the iphone, so its not like the iphone is not a key part of the services.)
Source https://www.apple.com/newsroom/pdfs/Q3%20FY19%20Consolidated...
Earlier quoted context omitted.
iPod iPhone no disk drive UNIX-based OS goes mainstream first mainstream OS with a GUI iMac - making PC's 'friendly' iTunes - made it cool to pay for music again To name a few.
> UNIX-based OS goes mainstream What are you crediting Jobs with? What does this mean? It seems like your list fell apart after the first 3 concrete things you listed, the rest are just random things you like about Apple.
Of course the programming and design were done by the software teams under Avie Tevanian, first at NeXT and later at Apple.
iPhone sales continues to decline (down another 13% vs this quarter last year), but services are making up for it
Apart from Apple Music and iCloud storage space what services does Apple offer / sell?
- Apple Music
- iCloud
- App Store / iTunes / Apple Books
- Apple Pay
- Apple Care
- Licensing (i.e. default Google search)
- Apple News+
- Apple Arcade
- Apple TV+
- Apple Card