Why Apple will stop sharing iPhones, iPads and Mac numbers despite record revenue forecasts



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Apple CEO Tim Cook has decided to stop reporting unit sales figures for iPhone, iPad and Mac, while sales plummeted. (NICHOLAS KAMM / AFP / Getty Images)

Despite record revenues on Thursday for its September quarter (July-September) and fiscal year 2018 – nearly $ 70 billion (up 20%, $ 10 billion) and $ 266 billion (up 15% , $ 36 billion), respectively, Apple will no longer be providing unit sales data for iPhone, iPad and Mac, right now.

And the reason is that the Cupertino-based technology giant expects the number of units sold for each of its product categories to stagnate or decline, while their price (ie their income) increases.

Apple wants investors to focus on its financial performance

"To give you an example, the iPhone unit sales in the upper part of the line were very strong during the September quarter, and that's very important because we are attracting customers to the technologies, the latest features and innovations we bring in the lineup, but you do not necessarily see that in the figure, "said Luca Maestri, chief financial officer of Apple, during the company's last call for results.

Maestri also pointed out that "Apple's major competitors in smartphones, tablets and computers also do not provide quarterly information on unit sales," and that "the unit of sales is less relevant today than it was in the past ".

"If you look at our income, given our net income in the last three years, if you look at our course here in the last three years, there is no correlation between the shares sold given period", said Luca Maestri, Apple's CFO.

Atherton Research & # 39;

By concealing its declining unit sales figures, Apple avoids a sensitive topic that could negatively affect its course and investor confidence – at least for amateur and / or short-term investors – while refocusing everyone's attention on this. which, according to him, matters most, its performance and massive returns on investment ($ 90 billion for fiscal 2018), that Apple seems to provide quarterly.

For the current quarter, Apple is expecting another record holiday season with revenue between $ 89 and $ 93 billion, despite financial and geopolitical difficulties, that we believe the company will outpace given its solid and more expensive product line (iPhone XS / XS). Max / XR, new MacBook Air and iPad Pro).

"Our installed base is growing at double digits, which is probably a much more important parameter for us in terms of ecosystem and customer loyalty," added CEO Tim Cook.

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Apple CEO Tim Cook has decided to stop reporting unit sales figures for iPhone, iPad and Mac, while sales plummeted. (NICHOLAS KAMM / AFP / Getty Images)

Despite record revenues on Thursday for its September quarter (July-September) and fiscal year 2018 – nearly $ 70 billion (up 20%, $ 10 billion) and $ 266 billion (up 15% , $ 36 billion), respectively, Apple will no longer be providing unit sales data for iPhone, iPad and Mac, right now.

And the reason is that the Cupertino-based technology giant expects the number of units sold for each of its product categories to stagnate or decline, while their price (ie their income) increases.

Apple wants investors to focus on its financial performance

"To give you an example, the iPhone unit sales in the upper part of the line were very strong during the September quarter, and that's very important because we are attracting customers to the technologies, the latest features and innovations we bring in the lineup, but you do not necessarily see that in the figure, "said Luca Maestri, chief financial officer of Apple, during the company's last call for results.

Maestri also pointed out that "Apple's major competitors in smartphones, tablets and computers also do not provide quarterly information on unit sales," and that "the unit of sales is less relevant today than it was in the past ".

"If you look at our income, given our net income in the last three years, if you look at our course here in the last three years, there is no correlation between the shares sold given period", said Luca Maestri, Apple's CFO.

Atherton Research & # 39;

By concealing its declining unit sales figures, Apple avoids a sensitive topic that could negatively affect its course and investor confidence – at least for amateur and / or short-term investors – while refocusing everyone's attention on this. which, according to him, matters most, its performance and massive returns on investment ($ 90 billion for fiscal 2018), that Apple seems to provide quarterly.

For the current quarter, Apple is expecting another record holiday season with revenue between $ 89 and $ 93 billion, despite financial and geopolitical difficulties, that we believe the company will outpace given its solid and more expensive product line (iPhone XS / XS). Max / XR, new MacBook Air and iPad Pro).

"Our installed base is growing at double digits, which is probably a much more important parameter for us in terms of ecosystem and customer loyalty," added CEO Tim Cook.

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