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I don’t get

I don’t get how anyone can find even an iPad Pro to be a replacement for macOS. It’s so completely limiting. I guess if all you need to do is surf the web, take notes, and watch YouTube, sure. But the level of multitasking I can do on even one screen using macOS is insane compared with the garbage that is iPadOS.
Maybe the point is that they are not trying to.

Take me for example. As a teacher, I am issued my own windows laptop, which I leave docked at my workstation most of the time. I am content to bring just my iPad Pro (plus my other teaching stuff) to class, where it's a breeze to mirror it to my Apple TV and annotate on pdf documents with the Apple Pencil. The other benefits are the thinner and lighter form factor, the longer battery life, the tablet apps optimised for touch, and not having to deal with quirks like the occasional loss of wifi after waking my windows laptop from sleep or being asked to reboot my device in the middle of a lesson (rarely, but still no less annoying). It's really just there to print and access network files.

At home, I continue my work from either my M1 MBA or my 27" iMac, often with my iPad serving as a second display courtesy of continuity. They complement one another very well, and I have sufficient disposable income that I don't have to choose between an iPad Pro and a laptop (also probably helps that the entry level Mac suffices for me and I don't need a maxed out pro model).

And my 2018 iPad Pro is still going strong. For the utility I have gotten out of it over these 5 years, I say it has more than paid for itself. That's the thing about Apple products that often goes unacknowledged. They do cost more upfront, yes, but I feel they quickly pay for themselves in the form of better productivity and fewer problems overall. Even the iPad.

Maybe I am the problem for Apple because I am not upgrading (yet), but the key thing is that I remain an Apple customer, and will continue to enrich Apple by way of sales of accessories, apps, subscriptions, even Apple Pay. I am not abandoning the Apple ecosystem anytime soon.
 
A lot of people upgraded their Macs & iPads for work from home. They should be coming out of this lull in 2024.
Your evidence of this? As we now go through an 8th wave of Covid, most people I know in tech and like myself STILL work from home.

Moving forward it's now the norm and written in all contracts. The lull has nothing to do with Covid or working from home.
 
This. On a whim I played with a recent android tablet thinking it would be garbage. Was it as smooth as the iPad, nope. Did it feel cheaper? You bet (was also half the price of a pro) Did it have features that made my life much easier? You bet. The OS was pretty phenomenal in what it could accomplish in very few “clicks” compared with iPadOS. The whole time I’m thinking, why can’t apple do this?
Android has been doing this for years. Apple reality distortion field got ppl messed up for real
 
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I don’t get

I don’t get how anyone can find even an iPad Pro to be a replacement for macOS. It’s so completely limiting. I guess if all you need to do is surf the web, take notes, and watch YouTube, sure. But the level of multitasking I can do on even one screen using macOS is insane compared with the garbage that is iPadOS.
I have a MBP, mainly for development, photo editing... but my iPad Pro is a delight to use compared to a Mac. I like macOS, but I prefer iPadOS much more, and if I can do something on the iPad, I will definitely use it as my main preference.
 
But, I heard this quarter was a catastrophe! Slightly less revenue, but more profit?

These “sources” are slime. To heck with them all. Apple is a truly wonderful company.
 
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Apple needs to reimagine what the iPad is, take it to a place it’s never been before. Time to get out of that iOS comfort zone and finally learn how to swim…
 
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So that explains the very odd M3 pre Halloween "event".

Not really. These products have to be engineered, planned, built, tested, packaged and get ready to move months ahead of time to be able to deliver to hands a week after initial orders. I highly doubt anything happened since September that changed any planning whatsoever.
 
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23 billion in PROFIT is still pretty nice. Hope they can survive the coming AI boom.
 
Apple really is a services company now. Amazing.
I foresee a future where Apple's only "desktop" product is something like a Mac Studio with their highest performing CPU and max RAM.

The reason it will exist is for software developers for the other Apple products, because ALL of Apples other products will be mobile devices (including wearables), maybe with some home-devices built-in (such as with whatever a TV happens to be in the future.)
 
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30 billion in research and development is also amazing. I hope that is pushing chips to the max and are AI research.
 
The fact that watches and earphones are combining to produce more revenue than actual computers is kind of wild.
 
Fourth conseuctive quarterly decline? Some will argue it's because the product line-up is a bit of a mess. Others will argue it’s simply a reflection of the global economy.
I suspect it’s a bit of both. But Apple will never admit the first.
Are those the only two possible major factors? I would think there are a lot more. Can’t think of any off the top of my head though haha
 
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The fact that watches and earphones are combining to produce more revenue than actual computers is kind of wild.
The category is not just wearables all by itself. It's Wearables, Home, and Accessories and includes "the Apple Watch, AirPods, AirPods Pro, AirPods Max, HomePod, Beats headphones, and more."

The "and more" means it also includes Apple-branded and third-party accessories (i.e. iPhone cases, charging cables, polishing cloth, etc).

So there's a lot of items that fall under that category.
 
Mac making more revenue than iPad quarter after quarter speaks volumes of the problems with the iPad lineup, from how awful iPadOS is, to how confusing the entire iPad lineup is.

Aside from the vanilla iPad, there's absolutely no reason to get the more higher end iPads over a Mac. Guts of a Mac, but does a lot less than a Mac, and is more expensive than a Mac. And if the rumors of a lower cost Macbook that's under $700 are real, then the iPad redundancy problem is only gonna get even worse.
This may just be the natural course of a device like the iPad which wasn’t really born of necessity as much as leisure. It evolves to become more useful, and the product line gets filled out, but then sales eventually reduce to a simmer as it nears the limits of stretching its identity without fundamentally changing it. But the more necessary devices still have necessity driving their sales.
I don’t think there is much financial motivation for Apple to fundamentally change the iPad’s identity, ie. make it a complete Mac replacement. I don’t think it would grow the company’s overall revenue or profit. Also they may not see combining platforms as an ideal UX for the common user. I think they see spatial computing as the new ground up platform that might entirely replace both the Mac and iPad, at least for some people.
 
Profits are outstanding! So lets go ahead and raise fees on our digital services 🥳

Thanks Apple!
All across many industries, companies are figuring out what Apple figured out long ago. Having a large marketshare is nice. Having a smaller marketshare that’s as profitable or more is better. So, when they’re raising prices they’re looking to get more money from the folks that have money at the expense of those that don’t.

Getting ALL the eyes isn’t as important as getting profitable eyes.
 
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Expected good results this last quarter compared to previous year.



KEY POINTS
  • Apple now has $162.1 billion in cash on hand, which is less than the $166.5 billion it had last quarter.
  • The company regularly maintains one of the largest cash piles in the U.S.
  • Apple reported fourth-fiscal quarter earnings on Thursday that beat analyst expectations for sales and earnings per share, but revealed that overall sales fell for the fourth quarter in a row.
Here’s how Apple did, versus LSEG (formerly Refinitiv) consensus expectations:

  • EPS: $1.46 per share, versus $1.39 per share expected
  • Revenue: $89.50 billion, versus $89.28 billion expected
  • iPhone revenue: $43.81 billion, versus $43.81 billion expected
  • Mac revenue: $7.61 billion versus $8.63 billion expected
  • iPad revenue: $6.44 billion, versus $6.07 billion expected
  • Wearables revenue: $9.32 billion, versus $9.43 billion expected
  • Services revenue: $22.31 billion, versus $21.35 billion expected
  • Gross margin: 45.2% versus 44.5% expected
So Mac and wearables were the only 2 categories that didn’t perform as well as expected. Gross margin is excellent. Profit was 25.7% which is solid. Darn good performance as usual.
 
All across many industries, companies are figuring out what Apple figured out long ago. Having a large marketshare is nice. Having a smaller marketshare that’s as profitable or more is better. So, when they’re raising prices they’re looking to get more money from the folks that have money at the expense of those that don’t.

Getting ALL the eyes isn’t as important as getting profitable eyes.
Ehhh, they’re both equally important. Gaining more market share gains you investment cash, better vendor pricing, and eventually more eyeballs because you get harder to avoid doing business with.
 
Mac making more revenue than iPad quarter after quarter speaks volumes of the problems with the iPad lineup, from how awful iPadOS is, to how confusing the entire iPad lineup is.

Aside from the vanilla iPad, there's absolutely no reason to get the more higher end iPads over a Mac. Guts of a Mac, but does a lot less than a Mac, and is more expensive than a Mac. And if the rumors of a lower cost Macbook that's under $700 are real, then the iPad redundancy problem is only gonna get even worse.

The Mac makes the same revenue as the iPad, it's only 1% different. If the iPad is doing bad, so is the Mac.
 
If Apple’s profits are about 100 billion a year and Apple is worth 2.7 trillion, wouldn’t that mean it would take Apple 27 years to see its value in profits if all profits were paid as dividends? Why is such a large premium put on Apple shares. Do investors think Apple will make a lot more profits in the doming years than they already do?
 
Apple software is a mess. Hardware is fine. Apple needs a revolutionary revision to iOS and iPadOS. It’s becoming less and less workable for business/power users.
Have to agree.
IOS 17 has brought unwanted sharing of call history and voicemails on the same Apple ID
This never happened on iOS 16

Software needs work!
 
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