Apple’s executives are well trained to stick to the script and not disclose much of anything during the direct question-and-answer portion of the call.ĭuring those dry moments, it’s sometimes fun to watch as a new analyst rolls onto the scene and decides to see if they can get Tim Cook to disclose Apple’s future product direction. Sometimes the quarterly conference call between executives and financial analysts can get pretty dry. That’s good for revenue in its Services category, which is (unsurprisingly) its fastest-growing financial category. The larger point Apple wants to make with this number is, whether it’s selling its own services or reselling the services of app developers, it’s building a subscription business that’s growing rapidly. But still, Apple takes a chunk of that money and counts it as its own. Subscriptions also include every subscription that’s controlled by the App Store, so–for example–my subscription to Carrot Weather is one of those subscriptions. Now, those obviously aren’t just subscriptions to Apple TV+. Apple says now it has 785 million paid subscriptions on its platform, up 27 percent in twelve months. The second big number that isn’t directly about money is subscribers. And 60 percent of the new Macs sold in China were to first-time Mac buyers.) (For the record, Apple says half of all new iPad purchases and two-thirds of Apple Watch purchases in the quarter were by people who were new to iPad. Apple has about 1.8 billion devices that are actively being used right now.
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