Tim Cook
“Good Afternoon”
Making difficult calls with limited information
64.7Bn, September Quarter record without iPhones! 1% up from last year which included the iPhone 11 launch.
Products overall dropped slightly because of the lack of iPhone, but the additional services revenue (up 16%) pushed the total revenues past the previous year.
New all time record for Mac
Stronger than expected performance on Services
September quarter record in India
274.5bn Annual record.
Grew by double digits in every category outside of iPhone.
Apple One launching October 30th
Direction for December – iPhone 12 & 12 Pro good start
Expecting iPhone revenues to grow,
All other segments to grow double digits.
Tim Cook “Very Bullish on this iPhone cycle” – four models for the first time, reaching out to switchers, once in a decade opportunity with 5g and off to a great start with 12 & 12 Pro.
Apple One launches today!
Apple Music, Apple TV+, Apple Arcade and iCloud Storage.
Personal and family plans at $14.99 and $19.99.
Unclear on the top Premier tier at $29.99 with the most iCloud storage plus Apple News+ and Apple Fitness+, both available in limited countries.
Getting bugged by Phantom Updates?
If you’re currently using the iOS or iPadOS Betas, you may be getting prompted to update from the beta, even though there’s no update available.
It appears to be a small bug that is caused by an incorrect expiry calculation in the software. But its really annoying.
#iCaveAnswers Would the mbp 13 10th gen variant get a price drop? As the new Apple silicon MacBook 13 or 12 would be equal or better in performance as compared to 10th gen at much lower price (as per the leaks).
Notification Squad
Baldski
Gabriel Bradley
Adnan Hidayat
Akshat Garg