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It's not as rosy as it sounds on paper. Q1 2017 sale should've benefited from Mac Book refresh, but Apple essentially sold the same number of units as Q1 2016.

by pcurve 10y ago

It's not as rosy as it sounds on paper. Q1 2017 sale should've benefited from Mac Book refresh, but Apple essentially sold the same number of units as Q1 2016. Increase in revenue came from higher pricing strategy in US and Europe. Don't expect that to stick. Apple is in worse shape than these numbers indicate.

djmobley 10y ago
Indeed. There was nothing special about the Mac line-up in Q1 2016. Q1 2017 should have seen the release of huge pent-up demand with the new MacBook Pro.
- mgkimsal 10y ago
  i thought that too. it was... 60000 more? However, there were big shipping delays in the first month of release, so looking at what the Q2 numbers are may be a better judge of the 'demand'. For some folks, though, the demand was tempered by the price, and now hearing there may be yet another refresh in the next year... I think it's keeping more folks on the fence. I bought one, and returned it, and got a 2015 refurb instead. keep my magsafe, i like the keyboard better, upgraded screen from what I had before (i really like the retina, and didn't have one for years), and about $1000 less. I like the newer keyboard, but it's louder, and bugged more people in the rooms I shared. That said, if/when a new refresh comes around with a 32g option, I'll be there.
thoughtsimple 10y ago
Worse shape? Apple had a record number of phones sold. Mac sales are important but not that important. How many other companies sold 18,455,000 PCs and tablets last quarter? Sales of PCs and tablets are declining everywhere, not just at Apple. These results look pretty good in that environment. Microsoft Surface revenue was actually down 2% last quarter YOY.
- charlesism 10y ago
  There's been plenty of pressure for Apple to show it's not on the decline. Meanwhile, I haven't noticed increased enthusiasm from consumers or reviewers to explain why Apple's products would be selling better now than ever before. I wouldn't rule out creative accounting, or actual fraud. The leaks, the analysts, the press, all said Apple was moving less product. Now Apple self-reports "all-time records" left and right.
  - erik 10y ago
    During the negative press following the touchbar Macbook announcement Apple themselves said they were receiving record pre-orders on those models. Apple seeing good sales despite vocal complaints isn't anything new.
    - deleted 10y ago
      [deleted]
  - __jal 10y ago
    There's been plenty of pressure for Apple to show it is not on the decline since the 90s. The "Apple Hype Peaked; nowhere to go but down" and "Does [decision or product] prove Apple as lost its way?" articles are pretty much the canonical lazy tech-journalist's go-to piece when there's nothing else to write. I say this as a longtime Apple fan who is reluctantly concluding they're moving away from me (don't like the new laptops, don't like paying RAM markups, don't care about always-on voice, etc.) If you think Apple is lying, I'd strongly encourage you to start shorting now - that won't stay secret long, and you'll make a bundle!
    - deleted 10y ago
      [deleted]
  - azernik 10y ago
    Apple committing crimes by lying to the SEC is an extraordinary claim that requires extraordinary evidence - something beyond the pundits not expecting this.
vacri 10y ago
> Don't expect that to stick. Apple is in worse shape than these numbers indicate. Since when has a privately-owned company that pulled in revenues of $78B in a quarter ever been considered in 'bad shape'?

by pcurve 10y ago

djmobley 10y ago

Indeed. There was nothing special about the Mac line-up in Q1 2016. Q1 2017 should have seen the release of huge pent-up demand with the new MacBook Pro.

mgkimsal 10y ago
i thought that too. it was... 60000 more? However, there were big shipping delays in the first month of release, so looking at what the Q2 numbers are may be a better judge of the 'demand'. For some folks, though, the demand was tempered by the price, and now hearing there may be yet another refresh in the next year... I think it's keeping more folks on the fence. I bought one, and returned it, and got a 2015 refurb instead. keep my magsafe, i like the keyboard better, upgraded screen from what I had before (i really like the retina, and didn't have one for years), and about $1000 less. I like the newer keyboard, but it's louder, and bugged more people in the rooms I shared. That said, if/when a new refresh comes around with a 32g option, I'll be there.

thoughtsimple 10y ago

Worse shape? Apple had a record number of phones sold. Mac sales are important but not that important. How many other companies sold 18,455,000 PCs and tablets last quarter? Sales of PCs and tablets are declining everywhere, not just at Apple. These results look pretty good in that environment. Microsoft Surface revenue was actually down 2% last quarter YOY.

charlesism 10y ago
There's been plenty of pressure for Apple to show it's not on the decline. Meanwhile, I haven't noticed increased enthusiasm from consumers or reviewers to explain why Apple's products would be selling better now than ever before. I wouldn't rule out creative accounting, or actual fraud. The leaks, the analysts, the press, all said Apple was moving less product. Now Apple self-reports "all-time records" left and right.
- erik 10y ago
  During the negative press following the touchbar Macbook announcement Apple themselves said they were receiving record pre-orders on those models. Apple seeing good sales despite vocal complaints isn't anything new.
  - deleted 10y ago
    [deleted]
- __jal 10y ago
  There's been plenty of pressure for Apple to show it is not on the decline since the 90s. The "Apple Hype Peaked; nowhere to go but down" and "Does [decision or product] prove Apple as lost its way?" articles are pretty much the canonical lazy tech-journalist's go-to piece when there's nothing else to write. I say this as a longtime Apple fan who is reluctantly concluding they're moving away from me (don't like the new laptops, don't like paying RAM markups, don't care about always-on voice, etc.) If you think Apple is lying, I'd strongly encourage you to start shorting now - that won't stay secret long, and you'll make a bundle!
  - deleted 10y ago
    [deleted]
- azernik 10y ago
  Apple committing crimes by lying to the SEC is an extraordinary claim that requires extraordinary evidence - something beyond the pundits not expecting this.

vacri 10y ago

> Don't expect that to stick. Apple is in worse shape than these numbers indicate. Since when has a privately-owned company that pulled in revenues of $78B in a quarter ever been considered in 'bad shape'?