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Half are icloud locked, but still considered active. o_O
May I ask what do you mean half are iCloud locked? Doesn't everyone on the planet gets access to iCloud?
Also I believe like App Annie they count users based on people accessing the app store or iTunes. Don't they?
 
Interesting, because if this article from August is correct about Windows 10 having 3% share of installed base with 45M copies in use, then there are around 1.5 billion Windows computers in use right now.

Add to that a total of about 118M Xboxes of various flavors sold (some percentage of which are no longer functional or used), and maybe 20-40M Windows Phones in active use, and you get maybe 1.6 or 1.7 billion computing devices running Microsoft software. (There are, of course, POS terminals and Ford in-dash units and such, but those are an entirely different category.)

That means that Apple now has, cumulatively, around 60% as many non-embedded personal devices in use as Microsoft. Unlike Microsoft, Apple built 100% of the hardware for all of those (ignoring a few hackintoshes). And Android, of course, has a substantially larger installed base than Microsoft as well. For consumer devices, the fraction is probably higher, since a lot of Windows PCs are used at work.

That's pretty impressive given what the computing landscape looked like ten years ago. When you consider what people are actually using, in the real world, Microsoft is now a minority platform, and even Apple is approaching their installed base.

My non-tech website statistics certainly bear this out. A decade ago, it was almost entirely desktop Windows. Now a plurality of users are on iOS, followed by Android, with Windows in third place. (It's interesting that my own numbers also match the general evidence that iOS users browse the web a lot more actively, per device sold, than Android users.)
 
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66% of revenue was from overseas. That is unsustainable given current trends. Apples China Gamble is about to emplode by Q3. :apple:

Replace the market, the year and quarter and it's always the same claim, "Apple is about to emplode in this, that and the other". I have been reading this, over and over for years. Your statement is no different then all the other arm chair analysts who think Apple does not have a single clue about what they are doing. Yes, I know, "just wait and and see".

EDIT: I know I did not mention it sooner, and I did use the reference to your botched spelling, but it's implode not emplode.
 
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Replace the market, the year and quarter and it's always the same claim, "Apple is about to emplode in this, that and the other". I have been reading this, over and over for years. Your statement is no different then all the other arm chair analysts who think Apple does not have a single clue about what they are doing. Yes, I know, "just wait and and see".

China has had unprecedented growth for what, 30 years? Only now is it starting to slow down, and does so properly with stock market crashes and all. Sure, it's not the end of China as we know it, but every organization at every scale has had its ups and downs. IBM also had to do serious restructuring to stay in business. I bet people thought they were indestructible also. Heck, the Roman Empire was also humongous at one point, but now we dig up the traces with spoons and soft brushes.

It's not a question about IF Apple will slow down. It's a question about WHEN. Can you imagine Apple being the only organization in the history of humanity to continue soaring upwards? No matter what, it's a company run by humans, however clever they may be.

So yes, just wait and see :)
 
This is what my wife and I are responsible for. All are in active use. I'll bet you're not like me, but there are a lot of people on here who are. Not hard to imagine a billion devices for me.
iMac 27" (work)
iMac 5k
Mac Pro
MacBook Pro 15"
MacBook
iPad Mini
Apple TV
iPhone 6S+ (X2)
MacBook Air (wife)
iPod Classic
Airport Extreme
The thing is, the number of people with *active* collections of this size is fairly small. The vast international majority has one iPhones - period. Second largest an iPad - period (my non-US based dad & mother in law). Calculate what the total Mac supply is, and maybe 6% of the people have Macs, and fewer have Macs + iPhone. Sure the average MacRumors poster is in the 5 to 10 Apple devices realm. But we are a small minority. Also Airports aren't in the 1M count, and say 7 other devices need to be divided by the number of family members using them.
 
China has had unprecedented growth for what, 30 years? Only now is it starting to slow down, and does so properly with stock market crashes and all. Sure, it's not the end of China as we know it, but every organization at every scale has had its ups and downs. IBM also had to do serious restructuring to stay in business. I bet people thought they were indestructible also. Heck, the Roman Empire was also humongous at one point, but now we dig up the traces with spoons and soft brushes.

It's not a question about IF Apple will slow down. It's a question about WHEN. Can you imagine Apple being the only organization in the history of humanity to continue soaring upwards? No matter what, it's a company run by humans, however clever they may be.

So yes, just wait and see :)

Implode, the movie, coming to a theather near you o_O
 
I don't see why overseas revenue is unsustainable. If anything, that could help Apple diversify their product categories for different markets. Basing like 95% of international revenue on one single product, however, does seem unsustainable in the long run.

Apple is riding on the smartphones-for-everyone wave currently happening in technology, but sooner or later this evolution is bound to cool down. It all hinges on Apple's ability to invent the next new thing. If they don't, they might stumble hard because of how little a percentage of revenue they generate from not-iPhones.
Mac sales alone is enough for Apple to sustain its day to day operations and spend on R&D. The profits coming from iPhone are the icing on the top. Most of the money basically goes to their big cash pile.
 
Mac sales alone is enough for Apple to sustain its day to day operations and spend on R&D. The profits coming from iPhone are the icing on the top. Most of the money basically goes to their big cash pile.

I am curious, if Apple were to make zero profit from this day forward, how long could they survive on their cash pile alone?
 
I am curious, if Apple were to make zero profit from this day forward, how long could they survive on their cash pile alone?
Around 70 years I think. Of course they wouldn't open new data centers or build new spaceship campuses. But they wouldn't fire anyone, and all operations would continue. Not sure about the number though, I remember I've read it somewhere but don't know where.
 
Doesn't surprise me. From 2005 through about 2012, I was a yearly adopter of hew hardware, and would sell the previous year's worth of stuff on eBay, then go new. Two things happened to end that; 1.) Got defrauded on eBay a couple times (both ended up in my favor after months of trying to get my money back), and 2.) The hardware got to the point where I didn't need to upgrade. Once I got my rMBP in 2012, it had literally all the technology I needed in one machine. Since then, nothing Apple has released has made me drool. I still have an iPhone 5 and I've lost my interest in the phone market as well. I used to get the new model as soon as it came out.

But that's a lot of devices in a 90 day window. That's the "internet of Apple" if I don't say so myself. Or just E.T. phoning home over and over and over again.
 
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May I ask what do you mean half are iCloud locked? Doesn't everyone on the planet gets access to iCloud?
Also I believe like App Annie they count users based on people accessing the app store or iTunes. Don't they?

Yes the article does say ( love how people skimmed over it unless it was edited after the fact ) that the numbers were measured via App Store use

Ergo this mean the devices had to be in enough working order to actually navigate to and use the App Store to be counted as "active Apple devices"


Granted there are other ways devices are tracked such as how sites like MR, Apple Insider etc track site traffic and can apparently determine when faux or prototype devices stop by the site
( guess they gotta have some source of next gen device rumors besides those analysts w/Track records lol :rolleyes: )


------
Edit: as a side note my contributions to the billion are/have been

1- iPhone 6Plus 64GB
1- iPhone 6 Plus 128 GB
1- iPhone 6 64GB
1- iPhone 5S 64GB
1- iPhone 5S 32GB
1- iPhone 5 ( forget the capacity)
1- iPhone 4S
1- iPhone 4
1- iPhone 3GS
1- iPod
1- iPad Mini
1- iPhone 5C


( also lots of coworkers have or have had 2 or more Apple devices. My mom even has an iPhone 5C )
 
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I don't see why overseas revenue is unsustainable. If anything, that could help Apple diversify their product categories for different markets. Basing like 95% of international revenue on one single product, however, does seem unsustainable in the long run.

Apple is riding on the smartphones-for-everyone wave currently happening in technology, but sooner or later this evolution is bound to cool down. It all hinges on Apple's ability to invent the next new thing. If they don't, they might stumble hard because of how little a percentage of revenue they generate from not-iPhones.

Generating overseas revenue is getting tougher because of the currency imbalance. That, combined with slowing worldwide economies is what everyone has been concerned about for months. This headwind will go away at some point, and that's when Apple, without doing anything differently, will come roaring back.

I agree about the next big thing, but that threat applies to all companies. And even if Apple's iPhone sales dropped in half, they'd still be making more profit than Amazon, FB and Google combined. Yet, their market cap would most likely be far less than any one of those companies. That's Wall Street logic for you.
 
My 12 connected devices make up .0000012% of the total. I feel small.

In the grand scheme we are all small at least outside of businesses. But even those big businesses giving their workers iDevices can't be more than maybe 4% tops at least those ous double digit Apple users register somewhere in the ocean that is the Apple ecosystem :(:confused:
 
Replace the market, the year and quarter and it's always the same claim, "Apple is about to emplode in this, that and the other". I have been reading this, over and over for years. Your statement is no different then all the other arm chair analysts who think Apple does not have a single clue about what they are doing. Yes, I know, "just wait and and see".

EDIT: I know I did not mention it sooner, and I did use the reference to your botched spelling, but it's implode not emplode.

Thank you Taz. I never stated "Apple is about to implode." I believe it was something like "Their Chinese Gamble will implode by Q3". You are aware that China is not AAPL's only market? ;)
 
This is what my wife and I are responsible for. All are in active use. I'll bet you're not like me, but there are a lot of people on here who are. Not hard to imagine a billion devices for me.
iMac 27" (work)
iMac 5k
Mac Pro
MacBook Pro 15"
MacBook
iPad Mini
Apple TV
iPhone 6S+ (X2)
MacBook Air (wife)
iPod Classic
Airport Extreme

But that's precisely my point.

Cook's implication was that there are 1 billion active Apple users out there. As you show, people often own multiple Apple products.

So the question then becomes: how many unique Apple users are there? A few hundred million, I should imagine.
 
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Thank you Taz. I never stated "Apple is about to implode." I believe it was something like "Their Chinese Gamble will implode by Q3". You are aware that China is not AAPL's only market? ;)

Yes I am aware and that is why I am not too worried about predictions like yours. People said the same thing about the US market, Apple knew they needed to open into other markets. My point, Apple knows what they are doing better then others that think they know better then Apple how to run Apple.
 
Yes I am aware and that is why I am not too worried about predictions like yours. People said the same thing about the US market, Apple knew they needed to open into other markets. My point, Apple knows what they are doing better then others that think they know better then Apple how to run Apple.

Ok Champ. Just make sure you're diversified, eh? ;)
 
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