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Apple Reports 3Q 2022 Results: $19.4B Profit on $83B Revenue

CarAnalogy said:
OK I'm probably just dumb but can someone explain why the iPod part of the graph is above the Mac part of the graph? Am I reading this correctly that the iPod still outsold the Mac in terms of revenue right up until 2015, at which point revenue seems to have stopped for the iPod entirely?

That seems crazy.
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You are wrong about the first part -- the area under the line graph for Mac revenue is larger than iPod sales back then.

And in Q1 2015, Apple stopped reporting broken-out iPod sales and started to included it in Home & Accessories (it was called "Other" back then).
 
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lkrupp said:
The News is not what it used to be, even on tech blogs. What goes for news these days is agenda driven opinion, not news. Actor Denzel Washington said it best, “If you don't listen to the news you are uninformed. if you listen to the news you are misinformed.”
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I thought he said it best this way;" You mofos will be playing basketball in Pelican Bay when I get finished with you. SHU program, nizzle. 23 hour lockdown..."
 
Still surprised that iPad sales are so high - it's my least used Apple device, and still primarily a consumption device in my eyes. I know people are using it for more than that, but still such an awkward compromise between a smartphone and a computer.

Not surprised by the services revenue though - Apple knows the future is in services (not hardware) and is preparing itself well for that future.
 
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Squeak825 said:
You are wrong about the first part -- the area under the line graph for Mac revenue is larger than iPod sales back then.

And in Q1 2015, Apple stopped reporting broken-out iPod sales and started to included it in Home & Accessories (it was called "Other" back then).
Click to expand...

OK I get it now the size is total revenue and the slices are percentages so it doesn't really matter where they go. Thanks.
 
nutmac said:
With Services category leading the growth, I have 2 questions, neither of which Apple would ever answer.
  1. What percentage of the services revenue and earnings is from 3rd party subscription?
  2. What is Apple's big picture on growing the 1st party services revenue? More Apple One initiatives? More enterprise/SMB?
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The reason they won’t answer this question is they have a strategic backup plan to account for all the attacks on the App Store. I truly believe Apple One will become a lot like Arcade and license apps directly, buy more companies out right, and release them as first partly applications.
 
whatgift said:
Still surprised that iPad sales are so high - it's my least used Apple device, and still primarily a consumption device in my eyes. I know people are using it for more than that, but still such an awkward compromise between a smartphone and a computer.

Not surprised by the services revenue though - Apple knows the future is in services (not hardware) and is preparing itself well for that future.
Click to expand...
Quite a contrast in our thought process, as to me Apple iPad is the only thing (apple watch to some extent too) Apple offers that has no like to like replacement or competition in the market. Just bought an iPad Air 5 & Apple Pencil 2 & having a blast with it. Yeah iPad version of Photoshop & illustrator are limited but enough to create the base art works when you are away from your desktop, Great for conceptualization.
Apple pencil & OneNote seems to be a match made in heaven. Note taking is one of the most important things in my job and with Apple Pencil 2 & iPad air it is a breeze.

I know I am kind of a niche category, but simply for my workloads I don't see my trusty Windows desktop to be replaced by Apple, but on the other hand my mobile workflow & productivity has increased 10 folds after purchasing my iPad air 5, so much so that I am considering of buying an iPad pro 2.

For reading, Initial drawing, Sketching & drafting of my projects, Note taking etc; I don't see any suitable replacement in the market.
 
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Ulfric said:
Quite a contrast in our thought process, as to me Apple iPad is the only thing (apple watch to some extent too) Apple offers that has no like to like replacement or competition in the market. Just bought an iPad Air 5 & Apple Pencil 2 & having a blast with it. Yeah iPad version of Photoshop & illustrator are limited but enough to create the base art works when you are away from your desktop, Great for conceptualization.
Apple pencil & OneNote seems to be a match made in heaven. Note taking is one of the most important things in my job and with Apple Pencil 2 & iPad air it is a breeze.

I know I am kind of a niche category, but simply for my workloads I don't see my trusty Windows desktop to be replaced by Apple, but on the other hand my mobile workflow & productivity has increased 10 folds after purchasing my iPad air 5, so much so that I am considering of buying an iPad pro 2.

For reading, Initial drawing, Sketching & drafting of my projects, Note taking etc; I don't see any suitable replacement in the market.
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People don't replace iPad's as often as iPhones.
And Mac sales will grow for few years because of new Apple SOC, after that they will be slow down in growth, people don't replace Mac's that often either.
 
gund1234 said:
People don't replace iPad's as often as iPhones.
And Mac sales will grow for few years because of new Apple SOC, after that they will be slow down in growth, people don't replace Mac's that often either.
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That is true, but from a consumer standpoint I don't find any of the apple products that much attractive outside of iPad & to some extent Apple watch.
Blender, Houdini, Fusion 360 & Unreal Engine 5 not being optimized for Mac is a huge drawback to my workload. One of the reasons I would never consider ditching Windows.
iPhone also doesn't have anything that wants me to jump from Android. Don't use much of my smartphone apart from digital payment & communication (*Discord, Outlook, Telegram etc.). and other services that I use are mainly platform agnostic.
Watch excites me, but the caveat of having an iPhone kind of kills that excitement for me.
Only iPad offers something that I see no replacement in the market. But again, as I said I belong to a niche category of users.
 
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DotCom2 said:
I am talking FACTS here. COVID is a fact, chip shortage is a fact, supply chain issues is a fact, China factory shut downs is a fact. etc etc etc.
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Overblown one-sided narrative “fact reporting” amounts to manipulative lying by the news.

There are multiple perspectives to take.

Look at China lockdown fears during AAPL Q3 2022. Yah there was some effects, but the news pumped up the fear for a lot of people.

You want news - Tim Cook reports it more honestly it seems like to me. He also backs up the reality of it with AAPL financial data! China still doing fine. It’s hard for us to know if their strict lockdowns flatten the Covid cases curve in a beneficial way - but they are doing things their own way. Sweden was letting it rip basically long time ago. Did that work out better for them? I don’t really know the answers.
 
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It only took people 2 freaking years to start to sort of care about a ressecion happening. Slow pokes. Oh well the time to worry about a ressecion was 2 years ago when covid started but now it is too late.
 
The biggest downtick was Mac, down about a $1 billion. Everything else stays about the same as Q3 2022.
 
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