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As always, Jason Snell at Six Colors, delivers. Graphs: https://sixcolors.com/post/2023/11/apple-q4-2023-financial-results-and-charts/ https://sixcolors.com/po
by Amorymeltzer 3y ago
As always, Jason Snell at Six Colors, delivers.
Graphs: https://sixcolors.com/post/2023/11/apple-q4-2023-financial-results-and-charts/ https://sixcolors.com/post/2023/11/apple-q4-2023-financial-r...
Transcript of Cook and CFO Maestri: https://sixcolors.com/post/2023/11/this-is-tim-apple-q4-2023-analyst-call-transcript/ https://sixcolors.com/post/2023/11/this-is-tim-apple-q4-2023...
- slg 3y agoThe consistency of the iPad revenue is the most surprising to me. People often talk about how the need to upgrade phones has decreased over time. But phones physically break more frequently, degraded batteries are a bigger problem, and they include other key feature upgrades like a better camera when compared to tablet which is basically just the same product every year only slightly faster. I feel like a 5-year-old iPad is just as good as a brand new one for almost all use cases, so how is Apple able to maintain consistent iPad revenue?
- deleted 3y ago[deleted]
- goalieca 3y agoiPads are great for kids.
- slg 3y agoAnd kids are fine with a 5-year-old iPad. My point wasn't that iPads don't have use cases. It is that there is less need to upgrade an iPad than any other devices Apple sells (excluding peripherals).
- slowmovintarget 3y agoWe just upgraded our 10yo iPads this year. Maybe there's a bunch of people also doing this.
- goalieca 3y agoThere's new kids being born all the time. Lots of new 1st time customers.