Nothing surprising overall. What struck me looking at the numbers is that while everyone is talking about Services, the “Wearables, Home, and Accessories” category — driven primarily by Apple Watch and AirPods — is growing fast too:
- iPhone: $33.4B
- Mac: $7.0B
- iPad: $4.7B
- Wearables: $6.5B
- Services: $12.5B
Wearables are now bigger than iPad and will soon be bigger than the Mac. And the glasses are supposedly coming next year, and the $250 AirPods Pro just shipped.
The best charts for visualizing these results, as usual, are at Six Colors.
★ Friday, 1 November 2019