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None of this shocks me. They released incredible new machines, and aside from the rumors of them killing the iPhone mini line (I get it, but I'm sad about it) they are making very few missteps. At this point it's all supply chain issues, but as a company, the line up of products is incredibly strong. The actual m1 machines they have are all great. The only thing missing is more of them really, which considering where their computers were in 2016-2019 is a crazy thing to say.

One thing I would like; a new apple band that's all the activity tracking but no screen. I love my apple watch for the tracking, but would like to go back to a traditional watch + tracking. Shame they don't have that out yet.
 
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None of this shocks me. They released incredible new machines, and aside from the rumors of them killing the iPhone mini line (I get it, but I'm sad about it) they are making very few missteps. At this point it's all supply chain issues, but as a company, the line up of products is incredibly strong. The actual m1 machines they have are all great. The only thing missing is more of them really, which considering where their computers were in 2016-2019 is a crazy thing to say.

One thing I would like; a new apple band that's all the activity tracking but no screen. I love my apple watch for the tracking, but would like to go back to a traditional watch + tracking. Shame they don't have that out yet.

I’m also saddened bout the mini not making it another year.

Yet a band with no display, surely you’d want LEDs to indicate charge level. I think Nike built something like that decades ago long long ago. Too budge focused I don’t think Apple would make something like that, unless a child safety location band for kids at Disney parks, but Disney already has something like that. Considering AirTags is a mess with being tracked unwantingly definitely something Apple would avoid for tracking. Watch does what you ask just disable AOD.
 
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>“We are delighted to see the strong customer response to our new products, as well as the progress we’re making to become carbon neutral across our supply chain and our products by 2030. We are committed, as ever, to being a force for good in the world — both in what we create and what we leave behind.”<

Really, Tim? Is that why you solder components down to make them difficult to replace? You're not a force for good, you try to make as much money as possible at the expense of the consumer. Take your fake sanctimony and put it in your savings account.
 
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I knew a lot of people that had a smart watch before the apple watch was out, and I knew a lot of people with wireless earbuds before the Air pods were out.
I purchased 4 or 5 different "smart" watches before the Apple Watch, but rarely wore any of them more than a few times. None were compelling or attractive. But an Apple Watch has been on my wrist (except for charging) since when they first came out. There's a big difference between doing it first and doing it right.
 
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Why is that nice? I think it goes to show how much opportunity was squandered with iPad. It was supposed to be the mainstream computer by now and it would be had Apple been aggressive about developing the platform.

Instead, neither platform has evolved much under Cook. M1 is just a rebranded A series chip which gave the Mac iPad-like abilities… instant boot, faster operation, and longer battery life… all great but the core Mac experience hasn’t changed much.
I think it’s very difficult to judge these things

You can look at it as a percent of total revenue

You can also look at it as how many billions of dollars

Then compare these over the years


The awesome histogram provided here in this thread by Mac rumors is worth looking at over and over, I find. Also the pie graph is good for that.

I think a lot of the increased Mac sales relate to the M1 MacBook Pro sales. Almost all real deal Mac maniacs will be represented in the revenues there.

As for the iPad sales I don’t know for sure. My main point is to check out that this quarter has close to $100 billion of revenue from January 1 to March 30 or whatever. If you go back a year to the Christmas quarter and then keep going back years and years get to really visualize just how much growth has been happening at Apple it’s absolutely incredible. It looks a lot like 2021 and 2022 are going to be almost shocking revenues!

iPads and Mac are both doing really great. It’s highly debatable stuff, but both are doing really well
 
And the dividend increase did even keep up with latest inflation numbers.
Yeah I would be happier with a bigger dividend increase also. Bigger dividend might reign in the volatility of the stock price. But since they’re buying back $90 billion worth of stock this coming year (up from $70B I believe) maybe it doesn’t even matter. Those kind of stock buybacks mean your share price is going up for sure - so you defer capital gains in theory. Hopefully someone will make some nice charts about the buyback and illustrate that probably 20% or 30% of the company has been bought back in the last six years or however long we’ve been doing these buy bags - I don’t know for sure, but if you keep holding your stock you’ll be owning more and more of the company as Time marches forwards
 
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What a load of rubbish. Steve Jobs skill was forcing people to develop under pressure. He wasn’t the sole architect of any of the products. Without a team, Apple would be nothing, and Tim Cook has carried on the legacy of Apple better than anyone could have conceived.

Do you think Steve Jobs had anything to do with the nano technology that makes the M series of chips so cool to run, or powerful? It’s designed in-house with the collaboration of TMSC.

With regard to the R&D, I’m sure Steve Jobs' failed push into Sapphire Glass & the Newton cost an absolute bomb. He also failed with a whole bunch of computer lines that got him sacked after he made the biggest fail by bringing in Sculley.

The Tim bashing and Steve Jobs lauding is pathetic. Each have their strengths and under Tim’s watch the company has grown exponentially.
And Tim assembled the supply chain that a) saved Apple from bankruptcy back when they had all this unused inventory and components (let alone what they were paying on top of those contracts for storage) losing millions daily and b) to be able to deliver announced products to the hands of millions within weeks!
 
And making a CPU is cool and good tech but hardly resolutionary by any standard.
Especially considering it’s based on ARM‘s design and TSMC‘s manufacturing.

Don’t get me wrong, it’s a great SoC, but I also wouldn’t call it revolutionary (unless I would be working in marketing).
 
>“We are delighted to see the strong customer response to our new products, as well as the progress we’re making to become carbon neutral across our supply chain and our products by 2030. We are committed, as ever, to being a force for good in the world — both in what we create and what we leave behind.”<

Really, Tim? Is that why you solder components down to make them difficult to replace? You're not a force for good, you try to make as much money as possible at the expense of the consumer. Take your fake sanctimony and put it in your savings account.
As explained in a article I cited a while ago just because things are "replaceable" doesn't mean they are actually replaceable via exclusive designed RAM or BIOSes that won't work with certain hardware. Heck, the PC market has issues with fake CPUs and RAM - I Ordered a FAKE Ryzen 5 3600 from Best Buy and The Dirty Way Manufacturers are Downgrading Your PC. As II pointed out before soldered components is a cost saving process in manufacturing:

"The issue isn't that manufacturers just don't care, though; believe it or not, there are actual reasons behind this sometimes frustrating design decision. First and possibly foremost is manufacturing efficiency, which includes both quality control and cost reduction. Every additional removable piece, especially including a SODIMM slot, introduces more cost and another potential fail point. Plus, an actual RAM socket requires an actual human being be there to plug a RAM chip into every laptop that goes down the assembly line, further adding to cost.

More pertinent, though, is the fact soldered RAM can be placed just about wherever engineers decide. With proper research and development, this can lead to streamlined mainboard design as well as increased thermal efficiency. It also means there's no need to include a bulky connector or an access door, and all told, these benefits combine to let laptop designers shave millimeters off case thickness. As increasingly slim iterations of MacBooks and Ultrabooks have proven, the average consumer often appreciates having the most compact device they can get." - The scourge of fully soldered and non-upgradeable laptops

Never mind Apple has a return your old device but what do you think largely happens to that "replaceable" stuff in PCs goes? Into the freaking landfill; so replaceable is more harmful to the environment.
 
Now I see why they are removing chargers from phone purchases - it’s because they are barely scraping by.
 
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Wow iPhones sold well! I wonder how well the AppleTV sold. I bought a new one the other week.
The Apple TV would be in the “Wearables, Home & Accessories” category, which also includes the Apple Watch, HomePod mini, AirPods, etc…so less than 9%.
 
100% true. If i may I’d also like to add, one of Apple‘s biggest innovations is the supply chain Tim build. Steve may have “invented” the iPhone but Tim was the one to build it.
Steve did a lot himself with supply and warehouse changes and advancements when he was at NEXT, to the point that lot of it is still the basis for how many tech factories are now. I'd actually like to see how much different it is from Tim's now. I kind of have the impression Tim mostly just refined it for the scale of Apple over the years, but it's still based on the concepts Steve had decades ago.
 
What a load of rubbish. Steve Jobs skill was forcing people to develop under pressure. He wasn’t the sole architect of any of the products. Without a team, Apple would be nothing, and Tim Cook has carried on the legacy of Apple better than anyone could have conceived.

Do you think Steve Jobs had anything to do with the nano technology that makes the M series of chips so cool to run, or powerful? It’s designed in-house with the collaboration of TMSC.

With regard to the R&D, I’m sure Steve Jobs' failed push into Sapphire Glass & the Newton cost an absolute bomb. He also failed with a whole bunch of computer lines that got him sacked after he made the biggest fail by bringing in Sculley.

The Tim bashing and Steve Jobs lauding is pathetic. Each have their strengths and under Tim’s watch the company has grown exponentially.
The Newton was while Jobs was at NeXT. Also, the Board brought in Scully, not Jobs.

Also, name "a whole bunch of failed lines"... Lisa? Next Step was ported to other hardware when it was shown how powerful and flexible it was, which was always the intent so there wasn't any reason to keep making its hardware line. NeXt was more out to complete with Windows than it was with Apple.
 
I purchased 4 or 5 different "smart" watches before the Apple Watch, but rarely wore any of them more than a few times. None were compelling or attractive. But an Apple Watch has been on my wrist (except for charging) since when they first came out. There's a big difference between doing it first and doing it right.
For me the only thing that's stayed is a $60 Mi Band
 
I'm surprised that iPod sales even appear on the chart, let alone topped Mac sales at the beginning of the chart. Then I realized that Q109 was from 2009 and it made better sense.
 
I've had a good deal of Apple stock in my portfolio for a long time now, but I'm still surprised when the stock dips precipitously following a record-breaking quarter.
 
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