123.9 billion dollars: these arerevenues earned by Apple from October to November 2021, a record. And as usual after the presentation of these figures, Tim Cook andLuca Masters(financial director) then took the time to discuss with several major investors. Here is a quick debrief of this exchange.
Delays
Among the statistics published by Apple, one has already caused a lot of ink to flow: theiPad salesare down 14% compared to last year. According to Cupertino, these are in fact the consequences of problems in the subcontracting chain, victim of a still-present shortage of components.
Moreover, according to Tim Cook, these concerns were even worse during the last quarter than during the previous one. They would also affect most Apple products, but the situation should calm down by March.
Excellent scores in all areas
Again according to the CEO of Apple, these are1.8 billion devicesof the brand who are active worldwide (+150 million compared to last year). Another major benefit: $260 billion was returned to developers during the fourth quarter, which is also a record. As for Macs, they are now mostly equipped with proprietary chips when they find a buyer according to Maestri.
On the tablet side, half of the buyers are new customers, compared to two thirds for Apple Watches. Finally, Cook recalls that the demand foriPhone 13is still very strong.
To be continued…
Finally, Tim Cook also raised the famous question ofmetaverseexplaining “invest“intelligently in the field, which has for him”lots of potential“. We know in fact that his company is already working seriously on the subject, as certain patents orpersistent rumors talking about a homemade VR headset.
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By : Keleops AG