Apple Watch Sets All Time Revenue Record in Q1 2017

[44267547]

I think it's about biosensors more than notifications. I love the promise of it and have been an admirer from afar. I have been a hold-out. but will probably buy this next version.
I think it's cool and I see the future and potential of it. It's a nascent device with further miniaturization and tech waiting for it and future iDevices.
Just like the iPhone, when all the pieces were in place, it blew up!
I see the same for the Watch.

I did say the notifications can only go so far,
Which is why I indicated health sensors are the future for the Apple Watch. Revamped software and notifications are not enough to carry the Watch in the future. The health portion is what seems to be drawing a larger audience and motivates those to stay active. That's what Apple wants.

 

[satchmo]

I don't get why anyone would buy an iPod any more. Why would anybody buy one in the last 3 years even?

Like the Mac mini, if you don't upgrade it, it becomes outdated and not worth buying. That doesn't mean it shouldn't exist. Consider those not on an iPhone or Apple Watch.

An updated Nano with wireless capabilities for Apple Music would be ideal and affordable fitness device. But since it's tethered via iTunes, and overpriced, it's not selling.

Frankly, I still use an iPod shuffle at the gym because of it's physical buttons.

 

[routine_analyst]

No crashes here, never. Owning both Series 1 and 2. Go searching at your installed apps, perhaps one of it is buggy.

I have series 0.

 

[ftaok]

I read every quote thus far in this thread. Not one quote says he's lying, so I'm not really sure why you brought that into the conversation. I think people are calling BS because, as you stated, without numbers, the record is best taken with grain of salt. iPhone set a quantifiable record; 78 million. Old record was 75 million. Easily judged positively or negatively depending on your bent. Apple Watch set record. What was the old record? What's the new record? That's vague and relatively uninformative without a baseline. It's more marketing and advertising than actual data.

First of all, calling something BS (not say you did), is calling it a lie. There were at least five posts before mine that insinuated that Tim's statements were, at best, diliberately vague and at worst, total BS. So that's where I'm coming from saying that some posters are calling out Tim for lies.

Sure, is his statement totally transparent? No, of course not. For whatever reason, Apple does not break out AW sales like they do for other devices. But here's what we do know. Apple sold more AW's in the last quarter than they have in any previous quarter. This is in terms of both unit and revenue.

Also, you have to take this statement in context. It was stated to financial analysts during a conference call. To them, even though no direct numbers were stated, it's relevant. Every one of the analysts on the call have estimation models that indicate how many AW's have been sold in each quarter. By Tim saying that last quarter was the best ever, the analysts can validate their estimation models. Sure, would they have preferred an actual number? Of course, but Apple has their reasons to keep that a secret.

 

[rp2011]

I did say the notifications can only go so far,
Which is why I indicated health sensors are the future for the Apple Watch. Revamped software and notifications are not enough to carry the Watch in the future. The health portion is what seems to be drawing a larger audience and motivates those to stay active. That's what Apple wants.

I was agreeing with you.

 

[ftaok]

It would be nice to believe him, but it's just so hard when we are constantly hearing "Apple's commitment to the Mac has never been so strong" or "we are amazed by the products we have in our pipeline". We've been hearing quotes like these for over 5 years now with very little validation. These are very carefully worded statements too. They can never be proven inaccurate.

What would be the lie?

Anything he has said about it is entirely ambiguous and thus, entirely meaningless.

In this case, I will admit that the statements are definitive. And it would be difficult to prove that they are lying ... but not impossible. Tim is not the only Apple employee with access to the numbers. One of those employees could easily prove Tim was lying, if in fact he was.

They didn't give numbers, but they did make real statements. Tim said that it was a record quarter in terms of units and revenue. If they didn't sell more AW's or have more revenue, then it's a lie and more than one person would know.
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Hmm. Something isn't quite right here. First. It's 14 weeks compared to 13 previously and thus the decline in this category is even larger. Also. Cook said that the AirPods where a huge success, yet there is a decline. What if Apple sold a pair of AirPods instead of an AppleTV, then what is causing the decline? It can't be the Apple Watch so what is it? Either the AirPods or Apple Watch aren't selling as good as Tim said?

I listened to the conference call. I think (not totally sure) that the discrepancy is that the big difference was that the previous Other included a $1.5 Million (or Billion) patent infringement windfall. It was a one-time deal and they recorded it in Other.

EDIT - I went back and read the transcript and my memory was wrong. The patent infringement payment was $548 million and it was put into the "Services" category. I saw an article that implied that the decline in the Others category was attritibuted to lower sales of Apple TV.

 

[69Mustang]

I listened to the conference call. I think (not totally sure) that the discrepancy is that the big difference was that the previous Other included a $1.5 Million (or Billion) patent infringement windfall. It was a one-time deal and they recorded it in Other.

$548 million was the number. Depending on the damages judgement from the new trial, a portion of that money may have to come off the books in a future quarter.