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The magic paragraph: The Company sold 51 million iPhones, an all-time quarterly record, compared to 47.8 million in the year-ago quarter. Apple also sold 26 mi

by jmduke 13y ago

The magic paragraph: The Company sold 51 million iPhones, an all-time quarterly record, compared to 47.8 million in the year-ago quarter. Apple also sold 26 million iPads during the quarter, also an all-time quarterly record, compared to 22.9 million in the year-ago quarter. The Company sold 4.8 million Macs, compared to 4.1 million in the year-ago quarter. If I were to play armchair quarterback, I'd say that iPhones are reaching saturation (which, given the 5C, is relatively surprising) and the iPad is where the majority of Apple's growth lies in the coming quarters. EDIT: Apple's trailing twelve-month revenue (credit to Benedict Evans): https://pbs.twimg.com/media/BfBIdoYCEAAzNqI.jpg:large https://pbs.twimg.com/media/BfBIdoYCEAAzNqI.jpg:large

lstamour 13y ago
I wouldn't. People have caught on that if they wait another 8 months, they'll have two new iPhones to choose from. ;-)
- swombat 13y ago
  To be contrasted with Android, where they only need to wait a couple of weeks for their brand new phone to be "old". Apple buyers really have a raw deal, getting to enjoy having the latest phone for a whole year.
  - lstamour 13y ago
    That's not what I meant. Just as sales of new Mac hardware slow before new devices come out and surge after they do, consumers are becoming more aware of the market with each device they buy. Personally, I went 3G, 3G S, 4, 4S with Nexus 4 and Lumia 920 on the side, and now Nexus 5. I found that the Nexus 4 and Lumia adjusted me to larger screen sizes, and iPhone's doesn't cut it for me right now. I love iOS 7, but I can't carry an iPad mini in my pocket, so until they release in-between sizes (which Asset Catalogs and iOS 7 both will help prepare devs for), I'm avoiding the iPhone until I really think I'll get $600-900 of joy from it. So don't get me wrong, just because I don't use an iPhone doesn't mean I don't want one. I just don't want the specific hardware they offer today, and I suspect I'm not alone.
pervycreeper 13y ago
interesting to note where the inflection point is on that chart.
ChuckMcM 13y ago
The trailing revenue number is one I've been watching as well. It shows solid execution but a not a lot of growth. This makes me more curious than ever to hear about this years products. They have had a solid year of flatness, so I don't doubt there is quite a bit of pressure on. Personally I'd like a 12" iPad with a retina screen and a Wacom class stylus with zero lag. Not holding my breath though.
jsz0 13y ago
> iPhones are reaching saturation I would agree Apple's current/last-generation iPhone pricing/sizing/models have hit saturation. If they offer a larger iPhone 6 and perhaps push the 5C downmarket to be a competitive unsubsidized device they will sell a ton of iPhones. I suspect we will see new iPhones (much?) earlier than Fall 2014 this time around.

by jmduke 13y ago

lstamour 13y ago

I wouldn't. People have caught on that if they wait another 8 months, they'll have two new iPhones to choose from. ;-)

swombat 13y ago
To be contrasted with Android, where they only need to wait a couple of weeks for their brand new phone to be "old". Apple buyers really have a raw deal, getting to enjoy having the latest phone for a whole year.
- lstamour 13y ago
  That's not what I meant. Just as sales of new Mac hardware slow before new devices come out and surge after they do, consumers are becoming more aware of the market with each device they buy. Personally, I went 3G, 3G S, 4, 4S with Nexus 4 and Lumia 920 on the side, and now Nexus 5. I found that the Nexus 4 and Lumia adjusted me to larger screen sizes, and iPhone's doesn't cut it for me right now. I love iOS 7, but I can't carry an iPad mini in my pocket, so until they release in-between sizes (which Asset Catalogs and iOS 7 both will help prepare devs for), I'm avoiding the iPhone until I really think I'll get $600-900 of joy from it. So don't get me wrong, just because I don't use an iPhone doesn't mean I don't want one. I just don't want the specific hardware they offer today, and I suspect I'm not alone.

pervycreeper 13y ago

interesting to note where the inflection point is on that chart.

ChuckMcM 13y ago

The trailing revenue number is one I've been watching as well. It shows solid execution but a not a lot of growth. This makes me more curious than ever to hear about this years products. They have had a solid year of flatness, so I don't doubt there is quite a bit of pressure on. Personally I'd like a 12" iPad with a retina screen and a Wacom class stylus with zero lag. Not holding my breath though.

jsz0 13y ago

> iPhones are reaching saturation I would agree Apple's current/last-generation iPhone pricing/sizing/models have hit saturation. If they offer a larger iPhone 6 and perhaps push the 5C downmarket to be a competitive unsubsidized device they will sell a ton of iPhones. I suspect we will see new iPhones (much?) earlier than Fall 2014 this time around.