When Tim and Luca mentioned the difference in weeks per quarter, the AAPL after-market price jumped.
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Apple Reports Record Results for 1Q 2018: $20B Profit on $88B Revenue, 77.3M iPhones
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You reply to a person talking about numbers, and now you are going to market share without providing evidence of anything. It still doesnt show growth.
Neither, stop trying to paint your own imaginary negative spin on this.
They clearly would have beat with that extra week.. that’s why the ONLY real comparison is in a 13 week quarter as mentioned in the earnings call.
Facts matter.
Clearly Mac buyers are a stagnant bunch. Possibly they are greedy too, but I don’t know how you get that from those numbers.
Every three months we have a thread about how Mac Sales are growing compared to the general PC market and where PC sales are rising, it's almost all in the under-$500 category. Here is the latest on 2017 overall showing Apple rising to 4th place.
Mac Mini sales last quarter were around 50,000 and Mac Pro sales were around 100,000. I want new ones of each as much as the next person, but even the most "magical" of upgrades is not going to suddenly push those each into the millions per quarter.
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No one is doubting that iphone x sells on 1st quarter and apple made record quarter.
the issue is 2nd and 3rd quarter NOW that all the FAN boy bought the Iphone X.... their numbers in the next few months is very questionable.
And? The iPhone 8 was available for longer. It still doesn't tell you sales numbers from each.
For Apple? How is it not spectacular?
It shows that a significant portion of people are spending way more money on iPhones than they ever have, and it also shows they can get people to spend a lot more money for a premium product with premium features. Since iPhones are a huge chunk of Apple's revenue, this is important to them.
I fail to see it any other way, but am I missing something? In a time where you can buy iPhones in the broadest price spectrum ever ($349 to $1,149), Apple has increased ASP significantly. Who knows what future quarters will bring, but this number must please Apple very much.
No but it does suggest that the higher ASP is due to X sales not price increases outside of USA.
I would guess since Apple only competes in the premium smartphone market and most other manufacturers sell a wide range of handsets, my guess is that a competitor's ASP would be closer to $200. Total guess on my part, but I don't know of any Android manufacturers that sell only high-end phones.
But Apple doesn't have Arthur Anderson as their accountants.
Neither did Lehman Brothers.
If I were an Apple investor I would be worried about the same-quarter drop in unit sales. Sales have been stagnant since the iPhone 6 was released in 2014 and the X was supposed to be the supercycle savior pushing unit sales to a new record. That obviously didn't happen and the bulk of the revenue growth is due to increases in ASP. Prices can only go so high. Q1 ASP has hovered right around $700 since the iPhone 6. The X obviously sold better than some of the reports had suggested, but to expect ASP to increase another 17% in the forseeable future is highly unlikely.
Next quarter's ASP will be what I'm interested in. For the past three years Q2 ASP has been right around $650. If the X continues to sell as well as it did this past quarter I will be looking for at least $725 next quarter.
Next quarter's ASP will be what I'm interested in. For the past three years Q2 ASP has been right around $650. If the X continues to sell as well as it did this past quarter I will be looking for at least $725 next quarter.
It's spectacular and there's no way to spin it as anything but.
5 iPhone X's at $1,000, 2 iPhone 8's at $699, 2 iPhone 7's at $549 and 1 SE at $349. 50% of your total sales are the X yet your ASP is only $784. That's the funny thing with ASP - a few sales of lower end models really drags it down.