Re:Apple Reports Record First Quarter Results
by cletus on Tuesday January 31, 2017 @06:57PM
(#13536689)
The interesting part of all this is $7.2B in revenue on 5.37M Macs giving an ASP of $1347 (compared to $1174 for Q4 and $1269 for Q1 for the two other numbers you mention).
Let's look at the models below that ASP:
- 13" Macbook Air for $999/1199 for 128/256GB
- 12" 256GB Macbook for $1299
- 21.5" iMac for $1099/1299 for 1.6/2.8GHz and 1/2TB HD
- Mac mini for $499/699/999
So, the only current generation Mac on that list is the 12" Macbook and the entry level model barely makes it in. So assuming the ASP here isn't too far from the median it seems to suggest the majority of Mac sales are last generation tech.
Also bear in mind that we don't precisely know what this number includes. Does it include peripherals for Macs? Possibly not. It probably includes AppleCare though you'd think. So the hardware ASP is likely lower.
I honestly don't think these numbers are as good for Apple and a testament to the success of the latest refresh as some would suggest.
Probably by this time next year the Macbook Air will probably be gone. The USB-C landscape will be better no doubt. I really wonder how those numbers will look.
Let's look at the models below that ASP:
- 13" Macbook Air for $999/1199 for 128/256GB
- 12" 256GB Macbook for $1299
- 21.5" iMac for $1099/1299 for 1.6/2.8GHz and 1/2TB HD
- Mac mini for $499/699/999
So, the only current generation Mac on that list is the 12" Macbook and the entry level model barely makes it in. So assuming the ASP here isn't too far from the median it seems to suggest the majority of Mac sales are last generation tech.
Also bear in mind that we don't precisely know what this number includes. Does it include peripherals for Macs? Possibly not. It probably includes AppleCare though you'd think. So the hardware ASP is likely lower.
I honestly don't think these numbers are as good for Apple and a testament to the success of the latest refresh as some would suggest.
Probably by this time next year the Macbook Air will probably be gone. The USB-C landscape will be better no doubt. I really wonder how those numbers will look.