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iPhone gets them ~63%. iPad brings less than Mac hardware. Apple Watch is just ~4% after a year. Investors should probably be a bit worried.

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Apple watch at ~4% in less than a year is amazing. Especially considering that most people are claiming it is an abject failure. Version 2 is typically when an Apple product hits its stride so I expect to see it grow.

The iPad was great when the iPhone was small, but Apple has basically cannibalized iPads with plus size phones. The large iPad Pro will be a wait and see thing.

There are so many interesting dynamics going on with tablets that it's really hard to read the tea leaves about where things are going. You seem to have long (in part because unsubsidized) upgrade cycles, larger phones, questions of reconvergence(?) with laptops, indirect competitors like Chromebooks in areas like education, very cheap entrants like the $50 Amazon Fire--the list goes on. I'm neither bearish nor bullish on tablets as a category simply because I find it so hard to really get my head around the space.

If the past decade and a half of soaring profits and products that consumers love have taught me anything about Apple, it's that they're doomed.

Apple is doomed. Always has been and will always be. /s

The beleaguered Performa maker…

Where did you get the 4% data? If that's true then it's absurd that the watch is on track to become a TEN BILLION DOLLARS business in its first iteration.

People forget that 4% of AAPL's revenue is about $10 billion.

It wouldn't surprise me. I remember reading last year that iTunes alone is a larger business than Yahoo. The scale of Apple is unreal.

> Apple Watch is just ~4% after a year The Apple Watch just went on sale this year.

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