Apple Hits Milestone of 2 Billion Active Devices As Services Set New Revenue Record (9to5mac.com) 24
In its quarterly earnings report today, Apple said the company passed the 2 billion device milestone while Services have hit a new revenue record. 9to5Mac reports: Apple saw a dip for its Q1 2023 fiscal quarter with just over $117 billion in revenue. That's down 5% YoY -- with the compare being its all-time record for fiscal Q1 in 2022 which saw $123.95 billion in revenue. However, the company pointed out two bright spots with 2 billion of its devices now in use and a fresh revenue record for its Services.
Last year at this time Apple shared it hit 1.8 billion active devices. That means it added more than 200 million Apple devices in the last 12 months to surpass the 2 billion mark. That's impressive since its installed base was growing by around 100-150 million new devices per year since 2019. And active devices doubled from 1 to 2 billion in just seven years. As for the Services, it saw a record $20.8 billion in revenue for the quarter, slightly beating the $19.5 billion estimate.
Last year at this time Apple shared it hit 1.8 billion active devices. That means it added more than 200 million Apple devices in the last 12 months to surpass the 2 billion mark. That's impressive since its installed base was growing by around 100-150 million new devices per year since 2019. And active devices doubled from 1 to 2 billion in just seven years. As for the Services, it saw a record $20.8 billion in revenue for the quarter, slightly beating the $19.5 billion estimate.
AirTags are Active Devices (Score:5, Insightful)
Even Apple's press release [apple.com] doesn't provide any detail which would exclude things like AirTags and AirPods from their count. Can anyone find more detail on their definition of "active device" for these stats?
Re: (Score:2)
Re: (Score:1)
there's no way they hit take number without airtags. Airpods would be a much smaller number I think - as it's a subset of iphone/ipad owners and likely only 1 pair. Airtags on the other hand? Makes sense to buy 5, 10, whatever. Tracking stuff, tracking your kids, tracking your luggage, stalking people, so many uses.
They already reported over a billion devices about four years ago. So, I don't think it's all about the AirTags.
But I am also sure they don't hurt the numbers!
Re: (Score:2)
Without airtags there is no one in hell they hit 2 billion, they don't sell enough devices without that to come close, especially when you factor in devices that will be decommissioned in the same period which will also be in the hundreds of millions.
What's "not close" in your estimation?
Definitely well over 1 billion, even before AirTags.
Besides, I'm not sure that Apple counts AirTags as "Devices"; they are listed as "Accessories" on Apple's Site, as are AirPods and Monitors.
https://www.apple.com/shop/acc... [apple.com]
Re: (Score:2)
I guess great minds think alike. Your post appeared while I was finding out when the first AirTag was shipped.
Re: (Score:2)
Even Apple's press release [apple.com] doesn't provide any detail which would exclude things like AirTags and AirPods from their count. Can anyone find more detail on their definition of "active device" for these stats?
Well, I doubt Apple considers AirPods nor AirTags (nor Monitors and HomePods) as "Devices". They are categorized as "Accessories" on Apple's site:
https://www.apple.com/shop/acc... [apple.com]
I would say Apple counts Macs, iPhones, iPads, Apple Watches and Apple TVs as "Devices".
IOW, things with Apps.
After... (Score:2)
...some initial excitement, and couple of smaller activity spikes later in the day, Apple's stock is going sideways in after hours trading. The ennui of Apple posting massive numbers yet again, regardless of a small downturn in overall quarterly revenue and record services revenue, is just too much for most to get excited about, I guess. Including me. Apple stock is a definite hold.
That's A Lot Of Sheep (Score:2)
With a lot of data to harvest. I kind of feel uneasy.
Re: (Score:2)
2 Billion people (Score:2)
Two billion people, each giving the concept of free will a bad name.
I truly detest iOS. No problems with MacOS but sweet Jesus fuck almost everything about iOS is like something that was specifically designed to piss me off.
Re: (Score:2)
2 billion? this won't even be a billion. When you consider this will include airtags, iphones, ipads, macs the average apple fanantic will have 5-10 active devices.
Prove it.
Re: (Score:2)
I truly detest iOS. No problems with MacOS but sweet Jesus fuck almost everything about iOS is like something that was specifically designed to piss me off.
+1, though I will admit that even recent versions of iOS (with all their annoyingness when compared with iOS 6 +/- 2) are still a million times better than the unholiness that existed prior to the first versions of iOS.
If you've never used a web browser on a feature phone... well, count yourself saner than those of us who have and are still suffering the emotional and psychological scarring from that experience.
Re: (Score:3)
I truly detest iOS. No problems with MacOS but sweet Jesus fuck almost everything about iOS is like something that was specifically designed to piss me off.
How do you not feel the same way about MacOS? Not only is its whole interface paradigm annoying (single menu bar) but most of its configurability is hidden from the user, and there's not even that much to begin with. If you don't like how it behaves, you have very little opportunity to change it. And how it behaves is contrary to everything Apple ever learned about UI.
Re: 2 Billion people (Score:2)
Terminal works on a Mac. I barely pay attention to what else the interface might be doing.
Re: 2 Billion people (Score:1)
Yeah yeah, I wish everybody would think like me so they'll have free-will, too.
Windows Phone missed that boat! (Score:2)
Apple could find a way around ... (Score:2)
... their "hardware only" "problem".
If they manage to established mission critical services such as Ident/Auth/Auth, Banking, Secure Storage, etc. and tie them into specialized optimized client hardware (Apples home turf), they might just move into a position to be on par with Google in terms of future readyness. That would also leverage their unique position as a high-tech company that also is a luxury fashion brand in moving beyond simply selling deluxe electronic trinkets.
They're probably scrambling hard
Re: (Score:1)
... their "hardware only" "problem".
If they manage to established mission critical services such as Ident/Auth/Auth, Banking, Secure Storage, etc. and tie them into specialized optimized client hardware (Apples home turf), they might just move into a position to be on par with Google in terms of future readyness. That would also leverage their unique position as a high-tech company that also is a luxury fashion brand in moving beyond simply selling deluxe electronic trinkets.
They're probably scrambling hard behind the scenes to make that happen somehow.
Stop with the "Fashion Brand" crap.
Name me one other company with millions of copies of a Certified Unix being sold every year.
https://unix.stackexchange.com... [stackexchange.com]