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This plus the unexpected price decrease on the Macbook Air - feels like they're struggling a little bit in the Mac category. That's fantastic. Apple is at their
by tpmx 3y ago
This plus the unexpected price decrease on the Macbook Air - feels like they're struggling a little bit in the Mac category. That's fantastic. Apple is at their best when they are struggling.
There's of course also this from the latest quarterly report (https://www.apple.com/newsroom/pdfs/FY23_Q2_Consolidated_Financial_Statements.pdf https://www.apple.com/newsroom/pdfs/FY23_Q2_Consolidated_Fin...):
Net sales for the Mac category:
Q1 '23: $7,618M
Q1 '22: $10,435M
- anankaie 3y agoYes, and more broadly $Company is at their best when they are struggling.
- lostlogin 3y agoTwitter fails this test.
- deleted 3y ago[deleted]
- no_wizard 3y agoI don't think this is an axiom. Apple having a business unit performing under expectations though still profitable may be a win for buyers because they're well capitalized to shave margins to move more units. A struggling business that isn't well capitalized can't do the same thing, and that is way more typical
- anankaie 3y agoMaybe a better way to generalize would be "when not at the top of the world"
- astrange 3y agoApple, being a functional organization, doesn't have P&Ls or business units. It does have product lines.