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What's up with them no longer reporting units going forward?

Did anyone catch on the call whether they will still report revenue and ASP by product? If so, can't we get units by taking revenue/ASP?

If not... holy cow, they just became a whole lot more opaque. Revenue by product line seems extremely important in making an investment decision.

The numbers aren’t going to grow much, they’re close to saturation in the market.

They probably don’t want to deal with all the ‘iPhone only grew 2% this year!!!!’ stories.

If you don’t report numbers people can’t use your numbers against you.

I don't think they disclose revenue per SKU (e.g. XS, XS Max XR) - you would need sales by SKU / ASP to get unit sales

Of course.

But will they say “$xx billion iPhone revenue, $y billion iPad revenue, $z billion Mac revenue” or “$(xx+y+z) products revenue” next quarter?

They will still disclose sales by device segment

They haven’t. People try to reverse engineer it from the ASP of all models combined.