3
Apple’s Q4 2019 Results

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