
MacJournals.com
@macjournals
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Publishers of MDJ and MWJ, journals for serious Macintosh users. Deprecated in favor of @[email protected]
Joined September 2008
OK, we'll give it a try today at the new place, @macjournals@newsie.social (. Results come in about 90 minutes, so wish us luck!.
newsie.social
156 Posts, 5 Following, 179 Followers · Once and perhaps future publishers of MDJ and MWJ, journals for serious Apple users
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Apple's quarterly results land this week, but Twitter's web and app interfaces have never met our needs. The end of third-party clients means we won't be live-tweeting any news or observations. Let us know if you know of a Mastodon instance that would like to host this account.
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RT @realmrpippy: Congratulations Apple, you took down my YouTube channel containing hundreds of…20-year old WWDC videos. Wouldn’t want anyo….
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TC: This week’s price increase in Apple Music is largely because the cost of licensing the music from the labels has increased. For Apple TV+, it’s because we’ve added so much that the service is worth more.
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(We’re not saying much because a lot of the call is economic stuff we’re all seeing, or specific growth points that seem unimportant in the larger picture).
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No revenue guidance for Q1, but: Year-over-year revenue growth will decelerate (nearly -10% foreign exchange headwinds, tough compare to last year’s MacBook Pro M1), does not mention extra week.
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LM: Mac revenue is an all-time record. In addition to M2 machines, Apple filled pent-up demand and stocked the channel.
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The first ten minutes of CNBC’s Apple coverage last hour was fully of “APPLE MISSES” lower-third graphics. Now the analysis show is wondering why Apple stock is falling after-hours, with the graphic “APPLE BEATS, BUT STOCK FALLS” 🤔.
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TC is selling Apple’s Wearables/Home/Other segment, but it doesn’t exactly explain why revenue recovered in the segment this quarter. He listed benefits of Apple Watch 8 and AirPods Pro 2, but both shipped in mid-September.
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Conference call has started with a reminder that because 365 is not an even multiple of 7, every 6-7 years Apple has a 14-week quarter. That happens again in this quarter, which will be 14 weeks ending on December 31.
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To some degree, this “Apple missed” idea is in line with other tech companies reporting either actual misses (not reaching their own guidance) or guiding for next quarter below what Wall Street expected. That’s hitting Amazon hard this afternoon.
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Here’s Apple’s year-over-year geographic segment growth:. Americas +8%.Europe +10%.Greater China +6%.Japan -5%.Rest of Asia/Pacific +23%.
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We suspect there will be many, many questions about this in the conference call starting in approximately 5 minutes.
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@jsnell Compare: The M2 MacBook Pro and MacBook Air models were available for all or nearly all of the quarter, and Mac revenues were up 25% annually and 59% over the June quarter.
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• Generated $24B in operating cash flow and “returned over $29B to our shareholders” during the quarter. • For FY22, Revenue was $394.3B, up 8% annually; EPS were $6.11, up 9% year-over-year.
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Here are some press release highlights:. • “Record sales spurred our active installed base of devices to a new all-time high” . • This ends FY 2022, another record-breaking year with revenue up $28B and operating cash flow up $18B over FY 2021. • Cash dividend of $0.23.
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