Jason Snell’s visualizations of Apple’s quarter are excellent, as usual.
Even though Apple no longer reports unit sales, they do still break down product categories by revenue. At 20% of the company’s revenue, Services now accounts for more revenue than Mac and iPad combined. And Wearables is now a full peer, revenue-wise, to Mac and iPad. Judging by Cook’s comments on the analyst call, I think the growth in Wearables revenue is being driven by AirPods — not that I think Watch isn’t still growing, but it sounds like AirPod sales are through the roof.
★ Tuesday, 30 April 2019