After 2,000 days, Apple loses its streak. But a Trojan horse needs to be recovered

Apple has concerns. The Cupertino-based company has been in the green for 15 quarters, delivering positive results and breaking net income records. Til today. The company’s new full-year results came out just 12 hours ago, and in general the news is not positive. A 5% drop at a crucial moment is tricky, after delays and this “zero-COVID” policy, which several Chinese factories such as Foxconn’s in Zhengzhou, whose muscles assemble and assemble 7 out of 10 iPhones sold worldwide, to a minimum has reduced.

And a priori, that’s the number that stands out: net income of 5%. Losses in hard cash They represent $4,500 million. Its product sales margin is also down year over year: 8% down, which translates to $96.4 billion less. Undoubtedly a big hole in the boat. However, this report has a silver lining. Two color notes: The bastion of services like Apple Music or Apple Pay is growing by a not inconsiderable 6% year-on-year, an additional 20,800 million. But there is another surprise.

Apple falls in product sales. Only the iPad is saved

iPad Air

The new HomePod 2 and the overhaul of the Mac Mini and MacBook Pro with M2 chips were the expected move to deliberate failure. The strength of the dollar has also minimized the risks. But the logistical dramas and the cut supply line from China have wreaked havoc on numbers for a recently capitulated 2022.

The iPad, on the other hand, has finally been confirmed as what it always was: Apple’s Trojan horse, the gateway to sneaking into homes the company’s ecosystem had never set foot in. Just like a decade ago, there were many users who only knew Apple from the iPhone. Today’s company is dedicated to peripheral services and for family products. This is the example of the new iPad Air.

The iPad is by design the ideal place to jump into Apple One, to try out GarageBand or take advantage of Apple Music with built-in karaoke mode and features like the ability to search for songs by their lyrics. And the strategy doesn’t stop there: the latest rumors from Ming-Chi Kuoone of the most honest and well-informed analysts in the Apple world point to a new HomePod and some cheap, well-balanced AirPods. inexpensive. A commitment to audio that also fuels a service like Apple Music in full growth while Spotify suffers a brutal recession. It’s dropped by Tim Cook himself:

“During the December quarter we achieved an important milestone and we are pleased to announce that we have now achieved it more than 2 billion active devices as part of our growing installed base.”

Already recovering from worse results, Apple is walking the thin rope of disappearing in 1996. Far from last year’s collapse, demand is stabilizing and the supply of components from China appears to be regaining its rhythm. The iPhone 14 Pro and 14 Pro Max reach their best prices.

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There is no doubt that this blow weakened the main branches of production. But sales of iPads stand out, which started last October and grossed $9,400 million —compared to, say, 7,740 for Macs—. As we’ve pointed out on occasion, the new entry-level iPads have that premium aesthetic reminiscent of the iPad Pro, and the reliance on the M2 chips confirms that you can even work with an iPad and an Apple Pencil in many scenarios the operations center.

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