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iPhone -8.17% YoY Mac -28.72% YoY iPad +29.64% YoY Wearables, Home and Access

iPhone -8.17% YoY Mac -28.72% YoY iPad +29.64% YoY Wearables, Home and Accessories -8.29% YoY Services 6.41% YoY Total net sales -5.48% YoY

UncleOxidant 4y ago
That seems not great.
- HDThoreaun 4y ago
  Mac numbers are not surprising at all. Everyone who was interested in a max already bought one when the m1s dropped. Now the max line is entering the more predictable phase of its life cycle.
rconti 4y ago
iPhone not surprising given supply constraints. Mac feels a lot more surprising given the success of Apple Silicon.
- Firebrand 4y ago
  The only new Mac products last year were the M2 MacBook Air and the Studio. Everything else for sale was at least a year old.
- raydev 4y ago
  There was a lot of built-up demand for the M1s, especially the MacBook Pros. Those shipped in 2021. The sales you are looking for are spread out in the year before this last quarter of 2022. And the M2 MacBook Pros were initially rumored for late-2022, causing others to wait.
  - rconti 4y ago
    Yeah, good point. and it probably 'pulled forward' a lot of demand that might have landed in 2022 otherwise. I forgot how 'early' the M1s came out. (Personally, I bought an Intel Air in 2020 then immediately flipped it when the M1 Airs came out.. figured I might as well eat the loss right away and enjoy the new computer, vs suffering... and bought a studio in 2022.. and my new work machine is an M1 16". Definitely not feeling any FOMO over not waiting for the M2. Perfectly happy with what I have, although the M2 Mini might have been a better fit for me than the studio)
Maursault 4y ago
> Mac -28.72% YoY Macs are quality machines that have a longevity, so most consumers aren't replacing them every two years. I think Apple should get serious about infiltrating enterprise, the world of Microsoft, with seamless desktop solutions that won't cause any extra work for IT. They could pick up a lot of sales with inexpensive hardware undercutting base model PCs for non-power users by creating secretary suites and suites for desk-monkeys that don't use anything more esoteric than email, office apps and web, while cutting power costs dramatically, as long as the software seamlessly integrates with Active Directory, Exchange/O365, and other Microsoft technologies without any hassle or learning curve, and machines that just work without generating any IT incidents, ever or rarely. This seems like a no-brainer to me, because it's kind of silly and expensive giving a secretary a $800-$2500 base model HP or Dell running Windows 11. They should also try to attract power users with more performant Apple Silicon, but the entire point rests on a proactive developer team issuing fast updates to fix Microsoft periodically breaking things with their updates, and never allow Microsoft to confound the Apple enterprise initiative, as Microsoft will undoubted try to do at every turn. Not Mac sales related, but I also think Apple should infiltrate and take over the residential kitchen with advanced, efficient utilities, a refrigerator, an inductive range top, a microwave that doesn't "KLUNK!" when the door is closed, a toaster-broiler, maybe a faucet and purifier. And I think they should do these things before they ever release any VR/AR hardware and get burned like everyone else in the history of VR/AR.
- TheLoafOfBread 4y ago
  Just one issue here - Where you will get IT admins for Apple products?
  - roflyear 4y ago
    Forget admins, management software and support are nightmares
  - Maursault 4y ago
    IT is a generalist field. Techs don't shy away from things they don't yet have experience with, and as long as the machines bind to the directory without hassle, that's all the administration they should need.

iPhone -8.17% YoY Mac -28.72% YoY iPad +29.64% YoY Wearables, Home and Accessories -8.29% YoY Services 6.41% YoY Total net sales -5.48% YoY

UncleOxidant 4y ago

That seems not great.

HDThoreaun 4y ago
Mac numbers are not surprising at all. Everyone who was interested in a max already bought one when the m1s dropped. Now the max line is entering the more predictable phase of its life cycle.

rconti 4y ago

iPhone not surprising given supply constraints. Mac feels a lot more surprising given the success of Apple Silicon.

Firebrand 4y ago
The only new Mac products last year were the M2 MacBook Air and the Studio. Everything else for sale was at least a year old.
raydev 4y ago
There was a lot of built-up demand for the M1s, especially the MacBook Pros. Those shipped in 2021. The sales you are looking for are spread out in the year before this last quarter of 2022. And the M2 MacBook Pros were initially rumored for late-2022, causing others to wait.
- rconti 4y ago
  Yeah, good point. and it probably 'pulled forward' a lot of demand that might have landed in 2022 otherwise. I forgot how 'early' the M1s came out. (Personally, I bought an Intel Air in 2020 then immediately flipped it when the M1 Airs came out.. figured I might as well eat the loss right away and enjoy the new computer, vs suffering... and bought a studio in 2022.. and my new work machine is an M1 16". Definitely not feeling any FOMO over not waiting for the M2. Perfectly happy with what I have, although the M2 Mini might have been a better fit for me than the studio)

Maursault 4y ago

> Mac -28.72% YoY Macs are quality machines that have a longevity, so most consumers aren't replacing them every two years. I think Apple should get serious about infiltrating enterprise, the world of Microsoft, with seamless desktop solutions that won't cause any extra work for IT. They could pick up a lot of sales with inexpensive hardware undercutting base model PCs for non-power users by creating secretary suites and suites for desk-monkeys that don't use anything more esoteric than email, office apps and web, while cutting power costs dramatically, as long as the software seamlessly integrates with Active Directory, Exchange/O365, and other Microsoft technologies without any hassle or learning curve, and machines that just work without generating any IT incidents, ever or rarely. This seems like a no-brainer to me, because it's kind of silly and expensive giving a secretary a $800-$2500 base model HP or Dell running Windows 11. They should also try to attract power users with more performant Apple Silicon, but the entire point rests on a proactive developer team issuing fast updates to fix Microsoft periodically breaking things with their updates, and never allow Microsoft to confound the Apple enterprise initiative, as Microsoft will undoubted try to do at every turn. Not Mac sales related, but I also think Apple should infiltrate and take over the residential kitchen with advanced, efficient utilities, a refrigerator, an inductive range top, a microwave that doesn't "KLUNK!" when the door is closed, a toaster-broiler, maybe a faucet and purifier. And I think they should do these things before they ever release any VR/AR hardware and get burned like everyone else in the history of VR/AR.

TheLoafOfBread 4y ago
Just one issue here - Where you will get IT admins for Apple products?
- roflyear 4y ago
  Forget admins, management software and support are nightmares
- Maursault 4y ago
  IT is a generalist field. Techs don't shy away from things they don't yet have experience with, and as long as the machines bind to the directory without hassle, that's all the administration they should need.