Comments on: Apple FQ4 18 – Opacity rules https://www.radiofreemobile.com/apple-fq4-18-opacity-rules/ To entertain as well as inform Fri, 18 Apr 2025 06:25:09 +0000 hourly 1 https://wordpress.org/?v=4.9.26 By: RICHARD WINDSOR https://www.radiofreemobile.com/apple-fq4-18-opacity-rules/#comment-3365 Tue, 20 Nov 2018 14:14:38 +0000 http://radiofreemobile.com/?p=6669#comment-3365 would not disagree with any of this… the issue is though that the hardware business is so massive that it will be a long time before services can move the needle.

]]> By: Tim Nash https://www.radiofreemobile.com/apple-fq4-18-opacity-rules/#comment-3259 Fri, 02 Nov 2018 08:44:13 +0000 http://radiofreemobile.com/?p=6669#comment-3259 Apple is largely selling into mature markets, so unit growth for iPhones, iPads and Macs will be single digit at best. While the new users figures for Macs and iPads, shared in the conference call, will grow the user base, the replacement cycle is long and will therefore have little effect on revenue unless the ASP increases.

Growing the iPhone base will depend on selling more refurbished units and switchers and given the weak sales of Android high end phones, there are unlikely to be too many of the latter.

So apart from ASP increases, revenue growth is likely to come from Services and Wearables, both of which will take time to be a substantial portion of sales.

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