Apple reports fourth quarter results

Post by weikju » Fri, Oct 31, 2025, 2:50 AM UTC

doctorpangloss wrote: post #46

xfour wrote: post #23

Earlier quoted context omitted.

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 also helps that they are moving phone financing off their balance sheet and onto AT&T’s, where people who don’t know anything think AT&T is giving away iPhone 17s right now, when of course, actually, Apple is. The better question is, who do you know pays full price up front for an iPhone with no discounts? Only people who destroy or lose their current iPhone? The parents of teenagers giving the teenager the old ph…

Post by gigatexal » Fri, Oct 31, 2025, 5:59 AM UTC

lateforwork wrote: post #40

haunter wrote: 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…

Revenue growth is more interesting than raw revenue: iPhone up 6% YoY, Mac up 13%, iPad flat, Wearables, Home, and Accessories flat. So Mac is doing very well!

Post by tsimionescu » Fri, Oct 31, 2025, 10:37 AM UTC

Gigachad wrote: post #80

tsimionescu wrote: post #70

Earlier quoted context omitted.

> Next 5 years or so (or even less) both the iPad and the Wearables, Home and Accessories category will overtake the sales of Macs. I view this the exact opposite way. The death of the laptop in favor of tablets has been touted for about a decade now, and it has still failed to materialize. Wearables have even surpassed the iPad. Not to mention, the Mac laptops have seen a recent surge of popularity last few years, d…

Even if people still own laptops, if they aren’t using them as much they aren’t going to upgrade as frequently and they aren’t going to buy the expensive models. Theres also the fact much of the developing world went straight to mobile, skipping laptops.

Post by doctorpangloss » Fri, Oct 31, 2025, 6:13 PM UTC

weikju wrote: post #92

doctorpangloss wrote: post #46

Earlier quoted context omitted.

It also helps that they are moving phone financing off their balance sheet and onto AT&T’s, where people who don’t know anything think AT&T is giving away iPhone 17s right now, when of course, actually, Apple is. The better question is, who do you know pays full price up front for an iPhone with no discounts? Only people who destroy or lose their current iPhone? The parents of teenagers giving the teenager the old ph…

I pay full price, and use cheap MVNOs for phone service. Ends up being much cheaper and no mobile carrier shenanigans polluting my phones, sim lock, etc.

Post by kcb » Fri, Oct 31, 2025, 8:14 PM UTC

andy_ppp wrote: post #44

Apple could substantially eat into Nvidia’s AI lunch if they really tried, honestly Macs are fast enough… my guess is by the time M6 is coming out they will have external GPUs available for both the data centre and home use. If I was them I’d already be taking orders, power requirements alone even if they aren’t as fast 2 nodes ahead would make their offering sensational.