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Apple reports fourth quarter results

(www.apple.com)
176 points mfiguiere | 9 comments | 30 Oct 25 20:34 UTC | HN request time: 0s | source | bottom
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haunter ◴[30 Oct 25 21:04 UTC] No.45765331[source]▶
Kind of telling that

1, the iPhone outsells every other category by 5-7x ratio, and the Mac (which includes everything from Macbooks to Mac Minis to iMacs) barely sells more than the iPad.

2, Services (iCloud, apps, music, TV shows etc.) now bigger than every other category, except the iPhone, combined

Basically 76% of the sales are iPhones and Services

(millions)

iPhone $209,586

Mac $33,708

iPad $28,023

Wearables, Home and Accessories $35,686

Services $109,158

Total $416,161

Next 5 years or so (or even less) both the iPad and the Wearables, Home and Accessories category will overtake the sales of Macs.

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1. lapcat ◴[30 Oct 25 21:12 UTC] No.45765432[source]▶
These are the wrong numbers. You posted the 2024 numbers, not the 2025 numbers.

2025: iPhone $209.586 billion, Mac $33.708 billion, iPad $28.023 billion, Wearables, Home and Accessories $35.686 billion, Services $109.158 billion, Total $416.161 billion

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2. haunter ◴[30 Oct 25 21:15 UTC] No.45765475[source]▶
Yeah you are right, my bad! Fixed
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3. browningstreet ◴[30 Oct 25 21:17 UTC] No.45765487[source]▶
Not too long ago the iPad was painted as a disappointing product line, relative to the iPhone. It's still bigger than the entire Mac business. Alas.

EDIT: Ack, you're right. Bad comment, self.

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4. lapcat ◴[30 Oct 25 21:19 UTC] No.45765505[source]▶
I think your conclusion is also wrong. iPad sales are flat, and wearables are actually declining:

(Wearables, home, and accessories already surpassed Mac sales, although I don't know what exactly is included in accessories.)

Also, I don't think it's useful to compare wearables to Mac, because Watch isn't much of a computing platform, AirPods aren't a computing platform at all, and Vision Pro has almost no sales. This category is mostly accessories to iPhone.

https://sixcolors.com/post/2025/10/charts-apple-caps-off-bes...

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5. lapcat ◴[30 Oct 25 21:20 UTC] No.45765514[source]▶
No, iPad is not bigger than Mac. It's smaller. Look again at the numbers.
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6. fyrn_ ◴[30 Oct 25 21:31 UTC] No.45765627{3}[source]▶
Wearables may include lightning charger cables :) ?
7. ghaff ◴[30 Oct 25 21:46 UTC] No.45765765{3}[source]▶
I find iPads only marginally interesting now that I don't travel as much. Although the newer magnetic keyboards make them more usable as laptop replacements than they used to be. (Still not totally sold--maybe next longer trip.)

Re: Macbooks generally. My mind was somewhat blown when a former co-worker told me their kid didn't want a Macbook. They were fine with an iPhone for their schoolwork.

Personally, I still find MacBooks as the least replaceable category--other than the iPhone. Anything else I could live without as needed.

8. swiftcoder ◴[01 Nov 25 08:36 UTC] No.45780118{3}[source]▶
Yeah, but since the average Mac costs >3x the average iPad, we're still talking about 2-3x the number of iPad sales as Mac sales
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9. lapcat ◴[01 Nov 25 10:27 UTC] No.45780600{4}[source]▶
The OP was referring to dollar sales, not unit sales.

Apple no longer announces unit sales. In any case, it has always been true that Mac Average Selling Price is much higher than iPad Average Selling Price. In the sense of unit sales, iPad is bigger than Mac and has been for many years, so in that respect the 2024 Q4 results would not prove anything new.

The OP was giving a false narrative about future growth that is contrary to what recent quarterly results have shown.