Searched for "November 1, 2018" in this user's bookmarks. Found 53 results

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Apple’s financial report is out.

Apple’s iPhone is now 59% of its earnings

iPad is 6%

Mac is 11.7%

Services is 15%

Apple Watch, beats, everything else 6%

Apple makes more money milking iPhone services than selling Macs. That’s the future of Apple https://t.co/Vh4p2y9fgO

— Tom Warren (@tomwarren) November 1, 2018
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13 days ago by mjtsai
Twitter
Even with that said, I'm having trouble thinking of a competitor that's raised prices as aggressively. The Samsung S series phones are basically the same price they were 3 years ago. Microsoft Surface Pros are cheaper for the same CPU class as last year.

— ChrisLTD (@chrisltd) November 1, 2018
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13 days ago by mjtsai
Twitter
I think that everyone is raising prices simply because Apple is doing it. Apple paves the path for most everything in the industry.

— Dan Masters (@OhMDee) November 1, 2018
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13 days ago by mjtsai
Twitter
It’s true that this quarter’s iPhone sales numbers don’t reveal this. But they would if Apple broke down iPhone sales by model. Apple’s competitors don’t do that, though, so Apple won’t either. https://t.co/Rl3nvvNSCm

— MacJournals.com (@macjournals) November 1, 2018
FavoriteTweet  macjournals 
13 days ago by mjtsai
Twitter
Luca also announced earlier, but we didn’t get it entered, that Apple will start providing both cost of sales and revenue for all product categories, including services.

— MacJournals.com (@macjournals) November 1, 2018
FavoriteTweet  macjournals 
13 days ago by mjtsai
Twitter
If you're building a device with an ethical basis; to save lives, or to protect privacy, or to expand access to information, it very much matters that your device is accessible to people. Raising prices to the detriment of unit sales directly undermines that.

— Bob Burrough (@bob_burrough) November 1, 2018
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13 days ago by mjtsai
Twitter
Apple is no longer betting on its ability to produce a breakthrough device.

— Bob Burrough (@bob_burrough) November 1, 2018
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13 days ago by mjtsai
Twitter
Luca points out that none of Apple’s competitors in tablets and phones release quarterly unit sales data. Tim adds that Apple’s guidance isn’t changing, just its report. (Apple does not and has never provided guidance for iOS device unit sales.)

— MacJournals.com (@macjournals) November 1, 2018
FavoriteTweet  macjournals 
13 days ago by mjtsai
Twitter
Luca: Our top competitors in smartphones, tablets, computers, do not provide quarterly unit sales information either. This is something of interest, and while we believe providing unit sales adds additional information, we will do so.

— Six Colors liveblog (@sixcolorsevent) November 1, 2018
FavoriteTweet  sixcolorsevent 
13 days ago by mjtsai
Twitter
Luca: Look at revenue, income, stock price, there’s no correlation to units sold in any given period. In addition, our product ranges for all the major product categories, have become wider over time. Therefore, a unit of sale is less relevant for us at this point.

— Six Colors liveblog (@sixcolorsevent) November 1, 2018
FavoriteTweet  sixcolorsevent 
13 days ago by mjtsai
Twitter
Luca: Walk you through rationale. Our objective is to make great products, provide best customer experience, have customer sat and loyalty. Look at financial performance, look at last three years, number of units sold in any quarter, not representative of underlying business.

— Six Colors liveblog (@sixcolorsevent) November 1, 2018
FavoriteTweet  sixcolorsevent 
13 days ago by mjtsai
Twitter
Makes sense. Unit-growth heydays are over for their core products. They’re in ASP-raising mode for the foreseeable future.

The march of more subscription charges, more expensive accessories, and ever-higher prices on the core products will only continue. https://t.co/XBnL5ZsEiD

— Marco Arment (@marcoarment) November 1, 2018
FavoriteTweet  marcoarment 
13 days ago by mjtsai
Twitter
All product categories are flat or down. Apple will continue to increase markup through 2019, to the degree that unit sales will drop although revenue increases. Making more money from fewer people. https://t.co/DSUh1u29TM

— Bob Burrough (@bob_burrough) November 1, 2018
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13 days ago by mjtsai
Twitter
LM: Starting next quarter Apple will *no longer report unit sales for iPhone, iPad, or Mac.* LM is making the case that these numbers are not that relevant anymore.

Wall Street will STRONGLY disagree.

— MacJournals.com (@macjournals) November 1, 2018
FavoriteTweet  macjournals 
13 days ago by mjtsai
Twitter
LM: starting with the next quarter, certain amortized costs of bundled services (like maps or free iCloud services) will be listed as services revenue, not product revenues.

— MacJournals.com (@macjournals) November 1, 2018
FavoriteTweet  macjournals 
13 days ago by mjtsai
Twitter
48 hours later, no reply from Apple Product Security to my email. Disappointing.https://t.co/laWg6XMsyN

— Jeff Johnson (@lapcatsoftware) November 1, 2018
FavoriteTweet  lapcatsoftware 
13 days ago by mjtsai
Twitter
It's also a good reason iOS eating the Mac doesn't seem realistic either. There is always going to be a market for non-touch larger devices that are keyboard and mouse based.

— Colin Cornaby (@colincornaby) November 1, 2018
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13 days ago by mjtsai
Twitter
I think in the end that's going to come down to choice though. 11" MacBook Air people were in the same spot. If you want a larger display buy a larger display.

The iPad vs Mac coming down to a software only choice post-Mac-ARM-migration is going to be real silly.

— Colin Cornaby (@colincornaby) November 1, 2018
FavoriteTweet  colincornaby 
13 days ago by mjtsai
Twitter
Remember that classic Windows screenshot with the error dialogs cascading over the entire screen? Apparently my Mac felt like it needed to up its meme game. pic.twitter.com/zGRtDxbiGT

— Wade Cosgrove (@wadeco) November 1, 2018
FavoriteTweet  wadeco 
13 days ago by mjtsai
Twitter
Results and data from Apple: https://t.co/uGRZuALx7G

— MacJournals.com (@macjournals) November 1, 2018
FavoriteTweet  macjournals 
13 days ago by mjtsai

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