Reducing from the 10% because of broken keyboards etc. is still not OK. I bet wallstreet would react if Apple lost 5% of revenue.

Alternatively, maybe Macs would increase from 10% to 15% if the product wasn't broken and over-priced. Maybe it would be 20% or 25% if Apple could cross-sell/convert those iPhone sales to Mac sales.

Looking at Mac revenue for the past 5 years, it hasn’t exactly been falling....

https://sixcolors.com/post/2019/07/apple-third-quarter-2019-...

There is no world where any computer manufacturing is seeing a large growth in PCs in the last 5 years.

That's always the argument from the business standpoint. How much of their ecosystem is on a foundation of professional Mac users? A majority of the professionals I know won't buy the current touchbar model MacBook Pro. Does that market even matter anymore?

I would think a company with the resources Apple has would be willing to invest more in loss leaders that keep users fully in the Apple ecosystem, or in products which may contribute in small ways to their bottom line, like Macs. They can afford to make their primary metric market share, rather than profit.

iOS can't replace Mac OS (yet) for serious work. So instead of letting Macs atrophy, they should invest in making Macs the best possible desktop and laptop computers for serious work. Own whatever amount of that market they can. Keep those users in the Apple ecosystem.

So who do you think is buying them for Mac revenue to be stable/growing? Who should we believe your anecdote or Apple’s reported numbers?

https://sixcolors.com/post/2019/07/apple-third-quarter-2019-...