MacJournals.com @macjournals
Publishers of MDJ and MWJ, journals for serious Macintosh users. Deprecated in favor of @[email protected] macjournals.com Joined September 2008-
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OK, we'll give it a try today at the new place, @[email protected] (newsie.social/@macjournals/). Results come in about 90 minutes, so wish us luck!
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.
Congratulations Apple, you took down my YouTube channel containing hundreds of…20-year old WWDC videos. Wouldn’t want anyone learning about Mac OS X, Darwin, Aqua, or WebObjects 🤣 @tim_cook @pschiller @gruber @jsnell @ismh @mjtsai @reneritchie @reckless
Meanwhile, @AP has spent the day focused on the most important story.
That’s about it for the call. If you have questions about something we didn’t tweet, feel free to ask. Thanks for reading.
That’s about it for the call. If you have questions about something we didn’t tweet, feel free to ask. Thanks for reading.
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.
(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)
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
LM: Mac revenue is an all-time record. In addition to M2 machines, Apple filled pent-up demand and stocked the channel.
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” 🤔
Wearables returned to form after taking a quarter off.
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.
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
Here’s Apple’s year-over-year geographic segment growth: Americas +8% Europe +10% Greater China +6% Japan -5% Rest of Asia/Pacific +23%
We suspect there will be many, many questions about this in the conference call starting in approximately 5 minutes
We suspect there will be many, many questions about this in the conference call starting in approximately 5 minutes
John Gruber @gruber
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@macjournals It’s not cheap to run though, they must have spent nearly twenty bucks on the search function.
Tim: Thanks for not asking me any specifics. Framework we use is very much around, we ask ourselves if this is a product/service that we would want to use ourselves, and that’s a pretty high bar, and we ask ourselves if it’s a big enough market, unless it’s an adjacency product.
@macjournals I miss the heck out of MDJ/MWJ. It’d shed light on why Apple would buy a digital marketing startup, and what’s up with these security/privacy snafus of late. There’s never been anything like MDJ/MWJ.
Idiots. #AppleEarnings x.com/macjournals/st…
If you wonder where these “Apple DOOM” stories come from, this is where. Something like 98% of all financial workers have CNBC on now.
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