Apple Q2 2018 (fiscal Q3) - Quarterly Report Summary:
Rev = $53.3 Billion (vs $45.4 Billion a year ago quarter and $61.1 Billion last quarter)
Total Cash = $243.7 Billion (Down $23.5 Billion for the quarter from $267.2 Billion)
Last Quarter Sales:
iPhones Sold = 41.3 Mil (vs 41.0 Mil a year ago quarter and 52.2 Mil last quarter)
iPads Sold = 11.6 Mil (vs 11.4 Mil as year ago quarter and 9.1 Mil last quarter)
Mac's Sold = 3.7 Mil (vs 4.3 Mil a year ago quarter and 4.1 Mil last quarter)
Misc Notes:
iPhone ASP's way up yr over yr. Unit sales flat.
iPad sales flat yr over yr even without new units.
Big Drop 2 quarters in a row in Cash - down over $40 Billion since Jan 1st 2018. That is more than Spotify's Market Cap.
Apple Wearables up 60% yr/yr.
AirPod demand still greater then supply 18 months after launch.
Very Bizarre last questions on Conf call.
More items to come later and more in-depth on all of this on Ep 468 coming later this week.
Tii 0467 - iOS 11.4.1 and iOS 12 Beta 3 and 4
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Links Mentioned in this Episode:
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Apple Releases Third Beta Of iOS 12
iOS 12 beta 4 fixes Fortnite crashes
favorite new feature in iOS 12
Apple Releases Third Beta of New watchOS 5
iOS 12 Beta 2 Confirms Apple Watch Series 4
Apple to Announce Third Quarter 2018 call info
Apple Pay expansion across US, Japan, and Spain
Next Smartphone's Display Will Be Much Tougher
2019 iPhone Models to Sport Triple Camera
Kuo: New 2018 iPhone models to come in gold
All iPhone Models to Launch with OLED from now on
Apps Mentioned in this Episode:
Above is the what looks like will be the pricing matrix for 2018 iPhones vs 2017 iPhone lineup.
Also from an inside source / person in the know - code named AC - The "Fall" event will be Wed Sep 12th, Preorders starting 12:01 AM Sep 14th and Launch / delivery of new iPhones starting on Sep 21st.
I talk more about the new iPhones in Ep 467 of Today in iOS.