Apple Reports Fourth Quarter Results
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Mac Sales absolutely crushed the number, by an almost 3B beat (9B vs 6B). That is HUGE.
Apple is going to have a phenomenal next quarter.
I'm eagerly waiting to be an early adopter on their non-Intel laptops as soon as they come out as well. I'm sure I'm not alone.
If so that rules out a significant number of development use cases.
So there will be no way to run Windows/Intel in a VM? Or even Linux/Intel or older versions of Mac OS for that matter?
That's bad.
Instead, what you will do is get a new version of x86 virtualization applications (like Parallels) that run directly on top of Apple Silicon--in other words, you use them instead of Rosetta 2, not on top of Rosetta 2. That's what easton is talking about, above.
So having Docker working on the ARM version of linux is a good portion of the work needed to get it to run on ARM MacOS. You still have to get the VM and communications setup done, but Apple has already said they have done much of that work.
It will take quite some time for everything to be ported. And there will always be the longtail that never will be.
My iPad Pro has become my default mobile device, so I'd prefer to get something like a Mac Mini and am hoping they have something worth buying. The current Mac Mini is just a hard no at this point.
I don't always apply it, admittedly: I ordered a HomePod the day they were announced.
But you'd have to pay me to be part of the first wave of A series Macs. Second is a maybe, third, I'd consider it, by the fourth I'm positively looking forward to it.
I'm glad there are people like you, who are willing to shake the bugs out on my behalf ;)
I’m not in the market for a laptop now, but I’m really curious about what’s in the pipeline. Oddly enough, My MBP is about as old as the tibook was in that transition, but it’s not feeling slow or ole enough to replace yet.
I guess you can thank Intel for a decade of stagnation.
Who knows if they'll do better this time. But the not knowing in itself is a pretty good reason to let somebody else be the guinea pig.
Agree, I think a lot of people were waiting for iPhone 12 to release.
This year’s phones look great, but there’s always next year’s models or the year after’s.
I know a lot of people (myself included) that would gladly pay for those types of upgrades.
Maybe that could be the differentiator for Apple Silicon. Keep x86 for devs who need compatibility. Creatives who need compute. Or they could just keep pushing iPad as creatives device even further...
Grow up
Creatives need to edit massive complex files with sophisticated real-time simulation of their contents.
Devs are editing text files...
I imagine a different keyboard would require space to accommodate both types in any chassis, otherwise making multiple processes for each chassis and keyboard. That gets expensive fast. It also increases surface area for problems, which is expensive in terms of customer support, preparing and fixing processes, reputation, etc.
Their limited options are partially to ensure quality, reduce price points, and decrease time to market. It’s a trade off. I’m personally content with their choice - it’s why I tend to stick with their hardware.
I could be wrong. This is just my uninformed take on it.
I can understand that Apple has a tradition of being an extremely streamlined company with a small lineup. That was essential to its grows in the early 2000ths. But it is now a 2 trillion company, so they should allow for a bit more variety (how many different iPads do they sell?) just to make more customers happy/able to choose Apple hardware at all.
- Choosing an emoji in WhatsApp Desktop.
- Pausing and seeing a podcast's listening progress in Apple Podcasts, even when the app is in the background.
- Compiling in Android Studio.
I have a physical ESC key, so I don't have a problem with the touchbar.
How do you have a background app's control in the TouchBar so that the foreground app's controls are not displayed?
Classic Keyboard ( Scissors, with decent Key Travel ), Classic MagSafe, Classic "Sane" Sized TrackPad ( so you dont get as much or zero false positives ), SD Card, HDMI.
Change the USB port to USB-C and upgrade the CPU. That's it. Dont touch anything else.
Pros:
- It doesn't have the new square styling I find ugly
- The trackpad is reasonably sized
- It already has the force touch trackpad
Cons:
- The bezels are looking a bit thick nowadays (though not preposterously so)
- The processor is getting a bit slow for heavy tasks
- It can't output 4k@60hz via HDMI (only realized that one recently)
- It doesn't have USB-C
This model with upgraded internals, ports (and upgradability, come on) would be a very solid offer.
I’m not criticizing your desire to want those things. But this feels like you are defining some ideal and then lamenting the company for not delivering you ideal, when their history shows they don’t believe in that ideal at all.
A Japanese supercomputer has taken the top spot in the biannual Top500 supercomputer speed ranking. Fugaku, a computer in Kobe co-developed by Riken and Fujitsu, makes use of Fujitsu’s 48-core A64FX system-on-chip. It’s the first time a computer based on ARM processors has topped the list
Their own ARM-based 64-core pro thermally optimized chip?
They'll know about Apple Silicon if Apple decides to drop support for Intel too early. But they've been pretty good about maintaining a 7 year support window for macOS.
This is precisely why I'm looking at buying a new MBP.
This is likely the last Mac I will ever buy so I maxed it out for maximum longevity--that's going to help Apple's quarterly numbers for sure. I have been gradually shifting to my Lenovo Carbon X1 running Linux over time.
Linux support is still not quite there for external thunderbolt docks and multiple displays, but it's really close.
This commentary was all over every Intel->ARM thread, until today, when suddenly every comment seemed to be that people were obviously buying Intel Macs to avoid having to buy ARM. Which doesn't really make sense -- you can always buy an Intel Mac up to and including the day the ARM machines drop. Probably at a steep discount, too. Probably some time after the ARM machines come out. There's no hurry.
You can, but when you know they're about to switch architectures, it's a pretty good guess that what they're not about to do is announce a whole new slate of devices using the old architecture. So even if they still sell them in two years, they'll probably still be the same specs, and without a price cut so as to discourage people from buying the existing one instead of the new one. So if you know you're going to buy the existing one, there's little reason to wait. Especially when they have a record of claiming they'll sell them for two years and then stopping after six months.
However, this quarter included back-to-school timing and with kids still doing school from home, there were probably a larger number of parents that bought computers for kids. Anecdotally, 2 of our kids used an 2013 11" MacBook Air (old, low RAM) and 2015 15" MacBook Pro (on-loan from employer) in the Spring. When they weren't going back to school, we were in a fortunate position to be able to purchase them 13" MacBook Airs to continue school at home. Other parents probably made due with what they had in the Spring and purchased something over the summer. When I purchased at end of July, there was 2-3 week wait time to get them.
I knew that Apple Silicon was coming later this year, but the timing didn't make sense to wait. Back to my first point, most consumers probably are not aware that Apple Silicon is coming or why it matters and could not have made informed choice to buy now vs wait.
I predict next year's sales will be flat or lower.
It never made sense to duplicate actions that professional users already know the keyboard shortcuts for. You already have muscle memory for all of those, and even if you're learning a new app, it's faster long-term to learn the shortcut than to look down and hit a non-tactile spot on the Touch Bar every time.
For controlling other applications than the currently active one, however, the Touch Bar is great. I have BetterTouchTool set up to show my currently playing music, my next calendar appointment, and the weather, plus BTT's built-in clipboard management tool. I actually miss it when I'm working on my non-Touch Bar personal laptop.
They were looking to do away with the laptop screen entirely, and the keyboard would be the computer. You would always need to plug your laptop into an external display. Many people mostly just plug their laptop into external monitors anyway. The benefit is you could cut the cost of the laptop drastically and make it more robust.
But to do that, you would still need some display on the keyboard for various scenarios (mostly to resolve any connection issues with the display), hence the TouchBar.
But just a theory.
You mean like those F keys that have existed on top of keyboards for decades? Lol.
thanks you for mentioning that it is one of most annoying thing about the new mac!
I bet their service revenue will see quite a boost from Apple One.
The features there + uncertain concerns about Apple Silicon for iMacs pushed me to get one and I've been very happy with it.
I’ve sat and ogled the newer iMacs for sure though, and I’m looking forward to seeing where the line goes.
1014 iMacs were the last to support target display mode:
China sales were down quite a bit (28.8% QoQ). That drew my attention because China is supposedly a growth market for Apple.
You can look at HPQ's PC margin (and adjust based on how much extra % premium you think Apple charges versus HPQ) to get a rough idea of the margins for Macs.
The point is, people are looking at this revenue number as a beat, but in reality it would be a far better situation to have missed on Mac revenue and beat on iPhone revenue, due to the differences in margin.
That being said, I don’t think missing on iPhones for this quarter that includes the time period right before a major release is particularly damning. If they miss NEXT quarter that would be a big problem.
But 50% increase in Mac is quite something.
The problem with these sales figure is that Apple thinks their Mac are doing great and their customer loves it. ( There are lot of people forced / locked into buying it and use it but dont loves it )
Let wait and see if Apple release a new Mac customer satisfaction number after discontinuing in the past quarters.
This is all speculation and I am using my own experience here to determine this but I don’t think the coming results are going to be as aggressive within the next quarter or so as distribution for the phones continue to be limited with rising cases and manufacturing capacity also potentially being limited
The reality is both iPhone 12 and Pro are doing exceptionally well in most if not all market. ( May be not Europe )
I suspect uncertainty about whether WeChat will be available on iPhone could have hurt sales there in the last quarter as well.
And if my memories serve me correct iPhone 11 did very well in China. It was the iPhone XR, XS that tanked, which was a year earlier.
Perhaps there’s a limit to already lofty valuations.
Stonks only go up.
the actual stock market rarely functions like the one you read about in a CFA textbook, especially this year.
"Beating" is about actual results being higher than expectations. I don't think I've ever seen someone before say "beating" with the meaning of "issuing a better-than-expected guidance". (That would be the "raise" part in "beat and raise".)
Or Apple TV+ - I've already got the subscription, yet half of the stuff it shows me on the front page is actually movies I still need to pay extra for, and you don't find out until you try to watch the movie in question.
So? I don't see the problem. I sync my whole music collection to my iPhone (using iTunes' very helpful transcoding option from lossless to 256 Kbit/s in order to fit onto the 512 GB internal storage). Using an USB cable about once a week to do so isn't really an issue, is it?
> Then when listening to said recordings on my phone, the music player tries to upsell me with Apple Music.
This can be disabled in the settings entirely. That way you won't see Apple Music in the music.app. Again, I don't have any use for Apple Music either, but I think it's fine for it to be present by default since for most people streaming is the most common way to consume music these days.
Hence lowering the BOM by eliminating previously-bundled accessories, new agreements favoring large carriers, an increase in services and service bundles, and so on.
I think eliminating the accessories is a net good, but it didn't result in a lower product price, one notes.
The new carrier agreements resulted in higher prices until the public outcry caused them to shift course. I wonder if they'll try it again next year.
And of course I'm going to sign up for the Apple One service bundle! But I nevertheless note that their push into paid services is how they're projecting keeping these revenue records coming.
But from a strictly-monetary perspective, the issue is that they last too long. That is, they hold their value to me for years, so I don't feel any pressure to upgrade frequently, and from the stats, it appears I'm not alone.
You can see everything else (Mac, iPad, accessories) trending up vs. last year.
EDIT: duh
Revenue: 64.7B
Profit: 12.7B
The Ipad 2 especially was a masterpiece of durable design - that tablet lasted nearly a decade with two kids intermittently stroking it with their grubby hands, growing from toddlers to schoolchildren. Not throwaway!
Not because of all the fluff about mercury-free this and that: simply because they support their products for longer than anyone else. Much longer.
As a result, they hold their market value better, meaning they're more likely to be sold than chucked in a drawer or thrown away.
You can apply a similar argument to their laptops, although the community around old ThinkPads makes me wonder if Apple might be #2 in that sector.
Ah, but AirPods! You've got me, that's 14 grams of high technology which is only good for a couple years of enjoyment. Basically anything else Apple sells is designed for a decade or more of daily use.
There are millions of iPhones 4 still in use, mostly in developing nations. They still receive security updates. Show me another manufacturer which does this: you can't.
I would say that Apple devices are long lasting despite Apples best efforts to the contrary. In my country, India, at least, Apple charges absurd amounts for out of warranty repairs. 10 out of 10 cases i know, it would maker more economical sense to buy new rather than repair at authorized service centers. Sometimes the Apple service centers give the same advice.
Luckily the 3rd party networks provide good and affordable support for Apple phones at least. But Apple is fighting tooth and nail to shut these guys out. Pushing up the cost of repair with every new generation.
On laptops its worse. Apple is really pushing hard to shorten their useful life. Worst part is that they're setting the path for the rest of the industry to follow. Non-removable batteries, soldered RAM, CPU, SSDs, removing backward compatible ports, Use of adhesives, glass in place of screws - making repairs expensive and error-prone. List goes on and on..
Yay! Says nothing, though. The entire industry is helping to rapidly destroy everything of true value on this planet, for throwaway toys. So apple is rape lite?