Well, they sold 77.3m this quarter compared to 78.3m last quarter. The whole pie is shrinking, but by a tiny amount. But they made $7b more revenue from that. So it worked out well for them.
Re:Apple Reports First Quarter Results
by jdminhbg on Thursday February 01, 2018 @05:09PM
(#16286407)
Last quarter was 14 weeks vs the normal 13 so it's more like it's flat or a tiny bit up than shrinking.
And the smartphone market as a whole is shrinking too, and more than 1%. Context, in this cases, matters a lot. Id say sales of iPhone this Q have been really good, considering X was a very risky proposition (high price, casts shadows over 8)
The absolute levels are their best quarter ever. Can’t possibly be that bad, can it?
Re:Apple Reports First Quarter Results
by philwelch on Thursday February 01, 2018 @05:27PM
(#16286538)
Their best quarters were supply-constrained.
If there are d units demanded and p units produced, and d >> p, then unit sales = p. Next year, if there are d' units demanded and p' units produced, and d' >= p' while p' > p, then unit sales are going to go up. This tells you a little bit about d', but not everything.
The forecasts in the media were about the absolute levels not relative.