Macworld - USA (2019-12)

(Antfer) #1
December 2019 • Macworld 5

The quarter ended 28 September, so it includes
a couple of weeks of iPhone 11 sales. Even so,
iPhone sales were down roughly $3 billion, or
nearly 10 percent over the same quarter last year.
The same goes for Macs sales, which were down
about 5 percent. Apple CEO Tim Cook pointed
out that the iPhone 11 is off to a “very good start”
and noted that the revenue loss represented
an uptick over the 15 percent loss it saw earlier
in the year. Additionally, Apple said the iPhone
active installed base grew to all-time highs in
all geographical segments, suggesting people
aren’t switching, but rather holding onto their
older phones longer.
However, everything else is up. Way up. iPad
sales are booming, posting $4.7 billion in sales
for an 8 percent increase, while Services (which
doesn’t include Apple TV+ yet), was up around
20 percent at $12.5 billion. But the big winning
category was Wearables, Home and Accessories,
which includes Apple Watch, AirPods and
HomePod. That category was up more than 
percent ($6.5 billion) and is now nearly as big as
tablet sales. And that’s without the new AirPods
Pro (see page 16), which is looking to be a big
holiday hit based on early sales and reviews.
The results represent Apple’s best Q4 on record,
and next quarter might be even bigger. Apple’s Q
2020 guidance is between $85.5 billion and $89.
billion, which would represent an increase over the
$84 billion posted in 2019, after cutting its $
billion to $93 billion forecast in January.

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