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What's up with them no longer reporting units going forward? Did anyone catch on the call whether they will still report revenue and ASP by product? If so, can
by yeldarb 8y ago
What's up with them no longer reporting units going forward?
Did anyone catch on the call whether they will still report revenue and ASP by product? If so, can't we get units by taking revenue/ASP?
If not... holy cow, they just became a whole lot more opaque. Revenue by product line seems extremely important in making an investment decision.
- muhneesh 8y agoI don't think they disclose revenue per SKU (e.g. XS, XS Max XR) - you would need sales by SKU / ASP to get unit sales
- MBCook 8y agoThey haven’t. People try to reverse engineer it from the ASP of all models combined.
- yeldarb 8y agoOf course. But will they say “$xx billion iPhone revenue, $y billion iPad revenue, $z billion Mac revenue” or “$(xx+y+z) products revenue” next quarter?
- muhneesh 8y agoThey will still disclose sales by device segment
- MBCook 8y agoThe numbers aren’t going to grow much, they’re close to saturation in the market. They probably don’t want to deal with all the ‘iPhone only grew 2% this year!!!!’ stories. If you don’t report numbers people can’t use your numbers against you.