Chupa Chupa
macrumors G5
It wasn't promised at launch, but it was promised "later this year". It's a little disingenuous to make that promise in early September and then wait until mid-December to deliver on it. Regardless, anybody who bought an ATV 4K based on Apple's promises, DID contribute to the bottom line and DID boost Apple's record profits regardless of being a "blip" or no. Apple could have been honest about the lack of features, and let consumers make the choice to buy at a later date. But they knew what they were doing. They're a business after all. And that's likely why we had to wait for Apple to get the 11.2 update pushed out before Amazon app could be released, making them the more likely culprit here than Amazon, which far too many on these forums are eager to pin the blame entirely on, without any facts supporting it, or even looking at it from all sides, and all the possibilities.
1. I don't think you understand what the word "disingenuous" means. You correctly state that the Amazon Video app was only promised "later this year." With the ATV 4K launching at the latter part of September what did you think "later this year" meant? Seems to me "later this year means sometime between the start of November and the end of December. And, hey, what do you know -- it was released in early Dec. Doesn't seem disingenuous to me, seems in-range of what Apple advertised.
2. Sorry, the cumulative sales of ATV 4K did not have a meaningful impact on Apple's 4Q earnings. First, it only launched 8 days before the end of the quarter. Second, it resides in Apple's "Other" category which accounted for 6% of Apple's earnings, unchanged from the previous quarter, and we know from Apple's "between the lines" statement and other data that Apple Watch is responsible for a large chunk of this revenue. The only category that had a net increase over the previous quarter was Mac, which is what gave Apple it's record quarter as people were waiting for the iPhone X. It was Mac sales that help push earnings. ATV box revenue 4Q was a blip in the shadow of iPhone, services, and Mac.