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Apple Reports Record Results for 1Q 2017: $17.9B Profit on $78.4B Revenue, 78.3M iPhones

Plato65 said:
And where is the evidence that the future is going that way? Not in the sales numbers...
https://marco.org/2017/01/31/the-wrong-future
Click to expand...
I think he ment that since they (Apple) predicted that the puck was going into the iPad direction, it is Ironic hat even with the neglected Macs people still choose the Mac over the iPad.

Hence people are "castigating" Apple for putting so much effort on the iPad by not buying it as much as Apple thought and preferring "obsolete" hardware instead.(hence the slope going down for the iPads and "up" for the mac)

The puck is clearly NOT going the iPad way, Apple should take notice and update / take more care of Macs!!
 
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apolloa said:
Have to say that's an obscene amount of money, and nothing given back to the customer. Also shows how much of a one trick pony they still are.
Would be nice if they reduced the iPhone and iPad costs in the UK, considering the pounds gone back up but noooo.
Click to expand...

I hate this train of thinking.

If they sold all their other products and not iPhone they would be a very successful company and their revenue would be diverse across multiple products.

Would analysts prefer this? With Apple earning less (in absolute terms) than the situation now, with a handful of products that sell amazingly well plus one, which is the most successful consumer product of all time?

The iPhone's success is unheard of. For Apple to have two or three additional products which sold just as well would be little short of unbelievable.
 
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ppcebay said:
The bigger the iPhone part becomes the worse it is in the long run...

One has to know where the puck goes first, and Tim has shown many times that while he can run the profit in the short term, he has no vision (or should I say little vision) of the future....according to Tim we should be all using iPads instead of our macs by now.
Click to expand...

When i look around almost all the non technical people i know are using iPads as their main device.

My grandmother - Windows 7 laptop dumped, iPad 2 still in use
Mother - Windows 7 laptop dumped , iPad 2 replaced at christmas with iPad Air 2
Dad - Windows 7 laptop dumped , iPad Air in use
Aunt - Windows 7 laptop dumped, iPad Air in use
Aunt2 - Windows 7 laptop dumped, iPad 4th Gen in use
Aunt3 - Windows 7 laptop dumped, iPad Air in use
Uncle - Mixture of Windows 7 laptop and iPad Air 2
Uncle2 - Windows 7 laptop dumped, iPad 3rd Gen in use
Cousin - Windows Vista laptop dumped, iPad Air in use

Then we go to work, 450 Windows 7 netbooks dumped, 450 iPad Mini's in use

or when i was in London on one of the thames boats, bought a snack, till was not a big bulky PC/IBM style till, it was an iPad.

I think he is right, the puck is going to be either the iPhone or the iPad, leaving just technical people mainly using full desktop class computers. Its not going to be an over night thing, but in the space of a decade usage will have changes a lot.
 
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apolloa said:
Have to say that's an obscene amount of money, and nothing given back to the customer. Also shows how much of a one trick pony they still are.
Would be nice if they reduced the iPhone and iPad costs in the UK, considering the pounds gone back up but noooo.
Click to expand...
Corporatuons don't give anything to the customer. Apple pays dividend to shareholders. What does Google give you?
 
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2ilent8cho said:
When i look around almost all the non technical people i know are using iPads as their main device.

My grandmother - Windows 7 laptop dumped, iPad 2 still in use
Mother - Windows 7 laptop dumped , iPad 2 replaced at christmas with iPad Air 2
Dad - Windows 7 laptop dumped , iPad Air in use
Aunt - Windows 7 laptop dumped, iPad Air in use
Aunt2 - Windows 7 laptop dumped, iPad 4th Gen in use
Aunt3 - Windows 7 laptop dumped, iPad Air in use
Uncle - Mixture of Windows 7 laptop and iPad Air 2
Uncle2 - Windows 7 laptop dumped, iPad 3rd Gen in use
Cousin - Windows Vista laptop dumped, iPad Air in use

Then we go to work, 450 Windows 7 netbooks dumped, 450 iPad Mini's in use

or when i was in London on one of the thames boats, bought a snack, till was not a big bulky PC/IBM style till, it was an iPad.

I think he is right, the puck is going to be either the iPhone or the iPad, leaving just technical people mainly using full desktop class computers. Its not going to be an over night thing, but in the space of a decade usage will have changes a lot.
Click to expand...
Sales figures are more accurate than "perception", IF you were in Italy you would think that Windows Phone was the main Phone OS...as manypeople still use Lumias, but I prefere to read sales figures.

Ipad down ...mac up..
 
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BlueMoon63 said:
Ballmer bombed as CEO of Microsoft and failed to grow the stock price the entire time he was CEO. Hard to compare him to Cook.

So much for "no one will want the iphone without a headphone jack". Most iphones sold ever for a quarter for the worst phone to come out.
Click to expand...
Cook has not grown the AAPL price much. It's up 15% since September 2012.
 
1. Services biz is now like a Fortune 100 company - makes as much as Facebook, growing faster than Netflix. And this is a company who can't do cloud! And they say it will double in 4 years… But all the cool kids prefer Spotify amirite?

2. Record Apple Watch sales. Apple Watch dominates wearables biz. Meanwhile Fitbit laying off a lot of staff, stock new lows, Swiss watch exports fall dramatically. Coincidence? Nope, it's Apple. But wait Apple Watch was a complete failure, just imagine if it had been a success…

3. After the worst financial crisis in two generations, the US was the first to recover, while Emerging Markets and Europe fell deeper into the abyss. The latter two account for most of Apple growth. $ rallied making Apple products very expensive in key markets like UK, Europe, China, Brazil. This year's phone was over €1000 here - I've got the cash but that's an absurd price, and no there are no installments or carrier subsidies. So what to do? Apple slowed the cycle to keep costs down. But now Europe is in full recovery mode. Unemployment falling fast. And China looks like may be about to turn corner. If we have normal worldwide prosperity, and if the €, £ or RMB strengthens, local prices will fall, Apple will sell a lot more units, and everyone will be happy.

4. Record revenues for Macs. And we're finally getting new iMacs this year! But "Tim Cook wants to kill off Macs"… :)

5. Record iPhone sales and 7 was "a complete failure that nobody was interested in" I seem to recall

6. Airpods massive success, b b but headphone jack!!! Any connection to purchase of Beats, which everyone said was pointless? I think so… Now if Apple can just bring out something like my Bose QC35's I just bought, and was happy to pay $360 for, they will dominate the market, and have a new product for their computing power and intelligent design, and make bank.

All in all record revenues and sales, despite very strong dollar. Just imagine if the dollar went back to 1.60/€ . Sales would explode in Europe, revenues in dollars would be up 50%…
 
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2ilent8cho said:
When i look around almost all the non technical people i know are using iPads as their main device.

My grandmother - Windows 7 laptop dumped, iPad 2 still in use
Mother - Windows 7 laptop dumped , iPad 2 replaced at christmas with iPad Air 2
Dad - Windows 7 laptop dumped , iPad Air in use
Aunt - Windows 7 laptop dumped, iPad Air in use
Aunt2 - Windows 7 laptop dumped, iPad 4th Gen in use
Aunt3 - Windows 7 laptop dumped, iPad Air in use
Uncle - Mixture of Windows 7 laptop and iPad Air 2
Uncle2 - Windows 7 laptop dumped, iPad 3rd Gen in use
Cousin - Windows Vista laptop dumped, iPad Air in use

Then we go to work, 450 Windows 7 netbooks dumped, 450 iPad Mini's in use

or when i was in London on one of the thames boats, bought a snack, till was not a big bulky PC/IBM style till, it was an iPad.

I think he is right, the puck is going to be either the iPhone or the iPad, leaving just technical people mainly using full desktop class computers. Its not going to be an over night thing, but in the space of a decade usage will have changes a lot.
Click to expand...

Maybe the problem was that they were Windows 7 laptops & netbooks?

Nice anecdotes. I can give you my own: When I talk to university students, I see very few if any tablets of any kind, only laptops & phones regardless of discipline. And no offense to your grandmother, but I suspect that these students are more likely to represent the future users of computing devices.

But the plural of "anecdote" is not "data" and the actual data is very clear: iPad sales have declined for three years straight while Mac is mostly flat. Even if many people might be ok with iPads, it's hard to build a solid business on a product whose sales are in steady decline.
 
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lyngo said:
Wow... this is an intense amount of cash! Sheesh! Can't wait to see what's in store for 2017 with product announcement and WWDC ahead of us!
Click to expand...

Oh that's easy:

Incremental updates to the iPad & iPad Pro
iMac updates
iPhone '8'
Incremental updates to the MacBook Pro
Incremental update to Apple Watch
Incremental update to AirPods
Mac Pro axed

Nothing new. No risks taken. Apple playing safe as always.
 
apolloa said:
Sigh... actually the pound is now worth more against the dollar then it has been since 2011.. yeah that was a long time before brexit:

http://www.express.co.uk/news/uk/76...cy-finance-markets-trump-navarro-germany-euro

But why let facts get in the way of your argument eh?
Click to expand...

Actually, no, it's not. But why let facts get in the way of your smug?

b9ezhg.png
 
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Relentless Power said:
I doubt that's what his post intended. Which is why I asked. The fact he stated "This may be my last iPhone." Also, the 6 Plus had a plethora of issues, hence why I stated there were two newer generations that rectified a lot of those issues in the 6s/7.
Click to expand...

I know, I posted as sarcasm. I mean is the guy for real? Who takes time to post that? And yah, if you use your iPhone 20+ hours per week or enough to notice "issues", why not update to the latest model? I never understand when I see a techie with and old iPhone. Grandmas, aunties, kids, yes. But not nerds on this fan site.
 
drewyboy said:
Let me tell you now.

New macOS, pretty much no new features. Maybe finally iOS app simulation.

New iOS, pretty much no new features. Maybe more iMessage emoji's.

That's it, a great day.
Click to expand...
iOS Simulation has always worked. How do you think people develop iOS apps? You just need to install XCode.
 
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sirozha said:
What it implies is that iPads last forever. I've replaced all my Macs and iPhones, but the iPads are still going strong.
Click to expand...

I'm sure that's a similar story for a lot of iPad users.

So who bought 13 million iPads over these last three months? Would it be mostly new iPad users?

It could be existing iPad users... and then they hand down their old (still usable) iPads to other family members.

That's still a great thing... it would mean even more people using iPads... buying apps, services, etc.

I know it's troubling to see new iPad sales fall year-over-year. But the darn things have staying power! :)
 
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ppcebay said:
I think he ment that since they (Apple) predicted that the puck was going into the iPad direction, it is Ironic hat even with the neglected Macs people still choose the Mac over the iPad.

Hence people are "castigating" Apple for putting so much effort on the iPad by not buying it as much as Apple thought and preferring "obsolete" hardware instead.(hence the slope going down for the iPads and "up" for the mac)

The puck is clearly NOT going the iPad way, Apple should take notice and update / take more care of Macs!!
Click to expand...

Thank you. I reread my earlier response and realized it didn't come across as clearly as I thought it should. Thanks for further clarifying it way better than I could ever have phrased it.
 
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2ilent8cho said:
When i look around almost all the non technical people i know are using iPads as their main device.

My grandmother - Windows 7 laptop dumped, iPad 2 still in use
Mother - Windows 7 laptop dumped , iPad 2 replaced at christmas with iPad Air 2
Dad - Windows 7 laptop dumped , iPad Air in use
Aunt - Windows 7 laptop dumped, iPad Air in use
Aunt2 - Windows 7 laptop dumped, iPad 4th Gen in use
Aunt3 - Windows 7 laptop dumped, iPad Air in use
Uncle - Mixture of Windows 7 laptop and iPad Air 2
Uncle2 - Windows 7 laptop dumped, iPad 3rd Gen in use
Cousin - Windows Vista laptop dumped, iPad Air in use

Then we go to work, 450 Windows 7 netbooks dumped, 450 iPad Mini's in use

or when i was in London on one of the thames boats, bought a snack, till was not a big bulky PC/IBM style till, it was an iPad.

I think he is right, the puck is going to be either the iPhone or the iPad, leaving just technical people mainly using full desktop class computers. Its not going to be an over night thing, but in the space of a decade usage will have changes a lot.
Click to expand...

Yes, and iPads are long cycle devices. My Mum's still using her 3rd Gen, fine for watching TV in kitchen, listening to radio, playing games, spotting new messages, taking on trips for web browsing. She uses iMac for serious work though, all typing, online forms and purchases. My guess she will first update iPhone (6 -> 8) this year, then iPad next year, then iMac (2013) probably in 2 years' time, and will get Apple Music this year. Definitely not an AirPod buyer and unlikely to get Watch for a few gens.

The phone and iMac are the critical devices for both of us. But the phone needs replacing much sooner (battery, storage, functionality). The iPad also needs replacing but it's not a critical device. I would also put my MBA in that category - it's great but I use it as a secondary device, not usually for work, because I mostly work from home.

I think even for hospital workers, police, DHL guys, checkouts etc iPads are probably long cycle devices - businesses generally seem to have an aversion to upgrading hardware - I guess there's the upfront cost then all the problems of custom software etc possibly not working.
 
Mac sales are 9% and so is the Services. I don't see Tim neglecting the iTunes stores because its not making enough profit.

9% of $78B is $7B. Thats not enough to pay attention to the mac lineup?
 
ppcebay said:
I think he ment that since they (Apple) predicted that the puck was going into the iPad direction, it is Ironic hat even with the neglected Macs people still choose the Mac over the iPad.

Hence people are "castigating" Apple for putting so much effort on the iPad by not buying it as much as Apple thought and preferring "obsolete" hardware instead.(hence the slope going down for the iPads and "up" for the mac)

The puck is clearly NOT going the iPad way, Apple should take notice and update / take more care of Macs!!
Click to expand...

Abazigal said:
Thank you. I reread my earlier response and realized it didn't come across as clearly as I thought it should. Thanks for further clarifying it way better than I could ever have phrased it.
Click to expand...

Thanks to both for clarifying.
 
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Plato65 said:
And where is the evidence that the future is going that way? Not in the sales numbers...
https://marco.org/2017/01/31/the-wrong-future
Click to expand...

To further elaborate, when I say that Apple is skating to where (they think) the puck will be, it doesn't mean that Apple has some crystal ball which lets them predict the future. It just means that Apple has a vision of what they would like the future of computing to entail, and they aren't averse to using their resources and influence to help shape that vision into reality.

Because ultimately, the best way to predict the future is to create it yourself.

Sometimes it works (iPhone, flash), sometimes it doesn't (FireWire, thunderbolt). Putting your weight behind a certain standard while withdrawing support for another doesn't mean you will succeed (even if you are Apple). It just means you tried. And we see Apple trying again with the headphone jack and USB C.

So when Tim Cook says that the iPad is the future of mobile computing, I don't think it is some idle boast. It reflects Apple's beliefs and convictions and their product strategy reflects this.

I personally want the iPad to become more capable. I don't need or want the Mac to die, but if that is a natural consequence to the iPad taking off as the public's mobile computing device of choice, then so be it.

Who is right and who is wrong, no one can really say until we are actually there at that point in time and can look back in perfect hindsight. But nobody can accuse Apple of not trying.
 
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