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    Apple reports fourth quarter results

    (www.apple.com)
    176 points mfiguiere | 22 comments | 30 Oct 25 20:34 UTC | HN request time: 1.146s | 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.

    replies(22): >>45765432 #>>45765447 #>>45765469 #>>45765522 #>>45765614 #>>45765636 #>>45765662 #>>45765683 #>>45766060 #>>45776272 #>>45776423 #>>45776457 #>>45777196 #>>45777210 #>>45778001 #>>45778287 #>>45778382 #>>45778579 #>>45779103 #>>45779166 #>>45779232 #>>45779240 #
    827a ◴[30 Oct 25 21:29 UTC] No.45765614[source]▶
    > Next 5 years or so (or even less) both the iPad and the Wearables, Home and Accessories category will overtake the sales of Macs.

    Are we reading the same quarterly report?

    Wearables/Home/Accessories is slightly higher than the Mac, yes, but its a category that has been trending poorly for Apple for ~18 months now IIRC, and that hasn't gotten better this quarter (9.04B->9.01B 3mo YoY). There's no foreseeable future where Vision starts driving Mac-like revenue (meaning, it'll be at least 2 years). Airpods are huge mainstays but have really hit market capacity and aren't growing. Apple Watch will see strong growth if they can successfully get glucose monitoring working, but that's an *if, and until then its slipping from an "upgrade every 3 years" to even longer lifecycle for most people.

    Meanwhile: Mac is their fastest growing hardware segment by revenue (+12% 3mo YoY) (iPhone is +6%, iPad is flat, Services +15%).

    iPhone aint going anywhere, Services are carrying their growth, but Mac is very solidly the #3 darling of this report. Their other product lines (Apple Watch, iPad, Airpods, etc) are interesting, successful businesses, but its unlikely we're going to see much growth out of them over the next 2 years. The story is iPhone, Services, and Mac, in that order, and there's no #4.

    replies(2): >>45766048 #>>45781147 #
    1. willtemperley ◴[30 Oct 25 22:15 UTC] No.45766048[source]▶
    I wonder how much the Windows 11 debacle will increase Mac sales by.
    replies(5): >>45772783 #>>45776486 #>>45778638 #>>45780366 #>>45780754 #
    2. JKCalhoun ◴[31 Oct 25 20:43 UTC] No.45776486[source]▶
    It's hard to see someone living under a rock for this long suddenly deciding to switch the Mac.

    I suspect iPhone adoption has done a lot more toward Mac adoption.

    replies(2): >>45777738 #>>45778232 #
    3. leptons ◴[31 Oct 25 23:12 UTC] No.45777738[source]▶
    We have a 2015 MPB that can no longer receive OS updates, because apple reasons. And because it can't get the latest OS, it can no longer run Signal, or the latest Adobe stuff that we need. So we ditched Apple and bought a Dell. So far it's working great.
    replies(3): >>45777914 #>>45779258 #>>45779524 #
    4. KerrAvon ◴[31 Oct 25 23:40 UTC] No.45777914{3}[source]▶
    Get back to us if that Dell makes it 10 years without catastrophic failure or pieces falling off.
    replies(2): >>45778248 #>>45778387 #
    5. willis936 ◴[01 Nov 25 00:36 UTC] No.45778232[source]▶
    I was under that rock. Bought a used M1 pro this year for $600 and tossed the wheezing XPS 15 aside.
    6. christophilus ◴[01 Nov 25 00:40 UTC] No.45778248{4}[source]▶
    Dell XPS or whatever the new name is, or their premium line? You’ll be fine in 10 years. Dell low-end garbage? Not a chance.
    7. olyjohn ◴[01 Nov 25 01:04 UTC] No.45778387{4}[source]▶
    Want me to tell you about my 3 failed MacBook Pro logic boards?

    Hate to say it, but Macs aren't any better. I've worked on literally thousands of laptops, and you win some, and you lose some. There are some shitty Dells, and some good Dells, and there are some shitty MacBooks and some good MacBooks.

    I even have a couple of old Dells that are about 10 years old now. Working just fine too.

    replies(1): >>45780160 #
    8. heresie-dabord ◴[01 Nov 25 01:53 UTC] No.45778638[source]▶
    > Windows 11 debacle

    Do you really think that anything MSFT has done with MW11 --unfriendly to consumers or not-- will significantly impede the success of MW11?

    replies(2): >>45780389 #>>45790995 #
    9. wtallis ◴[01 Nov 25 04:31 UTC] No.45779258{3}[source]▶
    > We have a 2015 MPB that can no longer receive OS updates, because apple reasons

    That CPU was dropped from Windows 10 support with 22H2, pretty much the same time that Apple stopped supporting it in macOS. The last build of Windows 10 supporting that CPU reached "end of service" more than two years ago.

    replies(1): >>45783490 #
    10. JSR_FDED ◴[01 Nov 25 05:52 UTC] No.45779524{3}[source]▶
    For certain non-critical computers (like my Mac mini in the living room whose primary job is to run Spotify), you might want to look at Open Core - which will let you update to a modern macOS.

    It’s a great feeling to get years more life out of your old system with about an hour of work.

    11. leptons ◴[01 Nov 25 08:44 UTC] No.45780160{5}[source]▶
    Only 3? We had eight failed MBP motherboards before Apple finally told us the next replacement would cost us $1200. We joined a class action lawsuit against Apple and won. My wife refuses to give Apple another dollar, and she owns Apple stock.
    replies(1): >>45781026 #
    12. pjmlp ◴[01 Nov 25 09:32 UTC] No.45780366[source]▶
    Depends where on the world the people are located and their budget for laptops beyond 500 euros.
    13. pjmlp ◴[01 Nov 25 09:37 UTC] No.45780389[source]▶
    Nope, because outside Ferrari priced laptops, there is no choice on regular consumer stores.

    The option is between Windows, ChromeOS and Android based laptops (aka tablets with keyboards).

    Thus most consumers without endless budgets end up getting a Windows laptop, regardless of its current state.

    We had the option with Linux, however first all netbooks already showed the trend with OEMs distros (gotta differentiate), Microsoft reacted, and tablets delivered the final blow.

    Ideally there would be nice laptops with other options at consumer shops that people during their Weekend window shopping tour would feel like buying on a whim.

    14. nvarsj ◴[01 Nov 25 11:05 UTC] No.45780754[source]▶
    > the Windows 11 debacle

    Seems to imply that anyone cares beyond a niche. I use Windows 11 on my gaming PC and emulator PC, and I don't care at all. It works perfectly fine.

    OS X is much worse in my opinion, with awful window management and constant bugs breaking basic functionality.

    The only decent OS experience I've ever had is with KDE and Gnome. But Linux sucks at running games, and there is no good Linux/x86 hardware out there.

    Pick your poison.

    replies(2): >>45781300 #>>45781385 #
    15. throwaway31131 ◴[01 Nov 25 12:08 UTC] No.45781026{6}[source]▶
    Which lawsuit was that?

    I think it’s been a while since there was a MBP MLB lawsuit but maybe I’m forgetting about one.

    This is the last one I recall.

    “Apple faces class-action lawsuit over 2011 MacBook Pro GPU issues“

    https://9to5mac.com/2014/10/28/apple-class-action-lawsuit-20...

    16. bitmasher9 ◴[01 Nov 25 12:59 UTC] No.45781300[source]▶
    Linux is fantastic at running games, and there is beginning to be good Linux/x86 hardware.

    Linux compatibility is very high, and Linux install base is becoming a considerable size of total PC gaming market.

    17. sotix ◴[01 Nov 25 13:11 UTC] No.45781385[source]▶
    > Linux sucks at running games, and there is no good Linux/x86 hardware out there.

    This isn't true in the slightest. You must be dealing with some seriously outdated information.

    I've been running games on Linux full time for 3 years. I made the switch the week Elden Ring launched when it immediately ran better on Linux than on Windows. That was the top selling game at the time. I've had extremely minimal performance issues since my switch. Other major games I've run include Baldur's Gate 3, multiple Resident Evil games, and the Oblivion remaster.

    I'm running a 7600X with a 9070XT as of last month and am finding my hardware is perfectly fine.

    replies(2): >>45781398 #>>45784606 #
    18. rkomorn ◴[01 Nov 25 13:12 UTC] No.45781398{3}[source]▶
    How're you finding the 9070XT? Are you gaming in 4K and/or with freesync?
    replies(1): >>45783607 #
    19. jasomill ◴[01 Nov 25 17:27 UTC] No.45783490{4}[source]▶
    Microsoft officially supports Windows 10 22H2 on every CPU supported by previous versions of Windows 10; Windows "Supported Processor" lists are for OEMs building new PCs, not end users updating existing systems.

    According to the current supported processor list, the oldest Intel CPU supported by Windows 7 was introduced about 5 years after Windows 7 itself [1].

    [1] https://learn.microsoft.com/en-us/windows-hardware/design/mi...

    20. sotix ◴[01 Nov 25 17:42 UTC] No.45783607{4}[source]▶
    Yes to both. It works very well! Admittedly, I just finished the original Half-Life, so I need to push it a little harder, but it's been capable of running Oblivion and Civ CII quite well.
    21. nvarsj ◴[01 Nov 25 19:34 UTC] No.45784606{3}[source]▶
    Does it support all anti cheat and DRM? Does PCVR work well? What about old Windows rhythm games (with emulators like spice2x)? Until it has 100% coverage I’m not gonna drop Windows.
    22. willtemperley ◴[02 Nov 25 15:29 UTC] No.45790995[source]▶
    It's more what they haven't done - i.e. make it work on customer's computers.

    According to TechRadar this is exactly what has driven the uptick in Mac sales:

    https://www.techradar.com/computing/macbooks/never-mind-linu...