For the past few years, Apple has been regarded as essentially a one-product company, because more than half of its revenue is generated by the iPhone. The theory does that, if iPhone sales tank, or start to erode, the company is in deep trouble, very deep. The impression was only buttressed during the quarters where […]

Let me get to the basics first: Apple’s fourth fiscal quarter financials were blowout by any reasonable estimate. Up until the announcement, it was believed by many that iPhone 8 sales weren’t so good. Reports that iPhone sales in China were up by a decent margin were taken seriously, however, but regarded as only temporary. […]

Raw sets of statistics can often be interpreted in many ways. Taking them out of context can also put those numbers in a very different perspective. So you can point to the recent industry analysis that indicates that Mac sales decreased in the September quarter and say some nasty things about Apple. But it’s fair […]

You know the story. Apple repeats it nearly every quarter when reporting Mac sales, up or down. About 50% of the people buying one are new to the platform; most are presumably Windows switchers. Now I’m not altogether sure where Apple gets its data. Perhaps people just registering a Mac for the first time are […]