Resulta que Big Tech no tiene que vender privacidad para ganar dinero. Vender hardware útil que hace lo que la gente quiere también es un buen negocio, razón por la cual Apple acaba de anunciar su trimestre más rentable en la historia de la empresa.</p><h2>Un nuevo récord mundial (Apple)</h2><p>Ha leído la declaración y es posible que tenga acceso a la transcripción, por lo que no lo aburriré con repeticiones más que observar que más de € 15.8 mil millones en ventas de servicios, ventas masivas de iPhone 12 y crecimiento en cada categoría de producto conspiraron para crear el € de la compañía. 111,4 mil millones trimestre.
The COVID-19 pandemic has created huge problems for everyone, but Apple certainly seems to have benefited from it in that we've all invested in the kind of gear and mobile gear we need to fight through history. It also helped Apple strengthen service links.
Apple in business
Apple confirmed what we're all feeling: that people are spending on Macs and iPads to help them work and learn from home. The company also talked about its growing place in the business and hinted at the work it has done to grow in this space. Apple CEO Tim Cook confirmed: “We've put years of effort into the company and have gained quite a bit of traction there…. We are very optimistic about what we can do in this space. Apple CFO Luca Maestri spoke of "all-time highs in the corporate market," noting that many companies "have shifted their technology investments in response to COVID-19." While Maestri didn't offer many details, he did explain how businesses are replacing hundreds of millions of desk phones while employees work remotely."Mitsubishi UFJ Bank, one of the world's largest banks, has announced that it will replace 75% of its landline phones with iPhones," he said "By doing so, he expects to achieve significant cost savings by providing a secure mobile platform to employees."He also hinted at the increasing deployment of employee choice programs in enterprise IT: "We are also pleased with the rapid adoption of the Mac Employee Choice program. among the largest companies in the world," he stated. Maestri went on to describe what we know to be true of these programs, which reward companies that have implemented them with "improved productivity, increased employee satisfaction and talent retention." . The decision to introduce Apple's silicone Mac M1s could expand its reach in the business, especially in times of increased remote work, he said.
iPad and Mac
As noted, people are buying Apple's highly productive iPads and Macs in large numbers to support working from home and learning at home during these times. Apple noted that many customers are adopting the iPad as their primary device, and customer satisfaction is high in both categories. 451 Research measured customer satisfaction at 93% for Mac and 94% for iPad. Apple's Mac sales generated a record for the December quarter, revenue increased 21% year-over-year, and the company set all-time revenue records in Europe and APAC, as well as December quarter records in the Americas, China and Japan. . Revenues reached €8.7 billion. The company was very clear that this performance was driven by strong demand for new M1-equipped Macs. Apple's decision to introduce the fantastic iPad Air was also well received. iPad sales increased 41%. "It's clear that some people are using them to replace their laptops," Cook said. “Others use them to complement their desktop computers, but the growth rate there has been phenomenal – 41%. And yes, part of that is working from home and part of it is distance learning. But I wouldn't underestimate the share of the product itself in the case of the iPad and the Mac, and of course our share of the Mac is quite small in terms of the total PC market, so there's a lot of headroom. He noted that about half of the customers who buy a Mac or iPad are completely new to those platforms, which means a growing user base.
The iPhone 12 appears to be a 'supercycle' ecosystem
Apple's iPhone 12 series has been well received. Apple claimed a "record number of device activations in the last week of the quarter." iPhone sales increased 17% year-over-year, with the company noting that it has seen the most updates it has ever seen in a quarter. The latest consumer survey from 451 Research rates iPhone customer satisfaction at 98% for the iPhone 12 family. Apple surpassed 1.650 billion devices globally in the quarter. The company has confirmed that the installed base of the iPhone is now over XNUMX billion iPhones, which means that almost one in six people on the planet now use one.
Service features
Apple beat its service targets but warned it could see a slowdown in segment growth over the next quarter as interest was fueled by lockdown orders in 2020. Achievements? Apple now has more than 620 million paying subscribers through its services, up 140 million since the December 2019 quarter. And 90% of US stores now accept Apple Pay. Maestri has apparently confirmed that service revenue is highest in the App Store, cloud services and music. Services generated more than €15 billion in revenue in the quarter.
Wearables and more
Clothing, home and accessories shot up 30%. Apple said that nearly 75% of those who bought an Apple Watch during the quarter were new to the product. The company also claimed new revenue records for each subgroup, but didn't say anything specific about HomePod sales beyond "significant" demand for the mini. Its wearable device business is now the size of a Fortune 120 company. The company claimed to have seen the highest volume of FaceTime calls in the social distancing holiday quarter of 2020.
Apple in China, emerging markets
While there's no doubt that protectionist trade policy and other disagreements have put the spotlight on Apple's Chinese connection, the company has seen a "phenomenal" response to the new iPhones, confirming pent-up demand for a device. 5G. Cook said China had seen a "record number" of iPhone upgrades, which he said meant people had held back while waiting for the introduction of 5G support. China is a market where 5G networks are well established. What makes this even more interesting during the current quarter is that March is generally one of Apple's best quarters for services and the App Store, partly due to Chinese New Year. China went into lockdown in response to the pandemic at the time in 2020, boosting app and game sales, but that may not be a repeat this year. On the other hand, Apple has confirmed that it has achieved double-digit growth and new all-time highs in all geographic segments and countries in which it operates. Cook said: “There is a lot more wiggle room in these markets. If you take India as an example, we doubled our activity in the last quarter compared to last year's quarter. But our absolute level of activity there is still pretty low relative to the size of the opportunity and you can take advantage of that and go around the world and find other markets that are like that.
Retail is online
Alors que de nombreux magasins de détail d'Apple ont dû fermer au cours du trimester, the remaining COVID-19 menace, the société a tout de même réalisé a record of revenue without precedent in their segment of sales to détail, grâce à sa boutique online. However, there were casualties. Apple said its AppleCare business suffered from these closures and admitted that its advertising business (not the largest operation) had hit a tough patch, with ad revenue falling in response to declining market economic activity in all areas.
Do the right thing
The good thing about Apple is that it manages to talk and walk simultaneously. It's a long association with the (RED) product that endures, and the company isn't afraid to engage with the big questions of our time, from the need to protect the environment to the challenge of racism. Systemic and how to build. better back off once the COVID-19 threat recedes and thoughts can return to the shattered global economy. Of course, statements like these are relatively easy for a multi-billion dollar business to make, and the depth to which wealth inequality has fractured most countries will take a lot of time and effort to repair. Still, it was good to hear that Apple employees have donated nearly $600 million and 1.6 million hours of volunteer time to more than 34,000 volunteer organizations. In a first step that recognized that the impact of COVID-19 would be felt most among the most disadvantaged groups in global (and national) society, Apple and Product (RED) have adapted to provide PPE to healthcare providers as well as As support. and medicines to help fight HIV.
How Apple does business
A strange question that came up during the call asked Apple to shed some light on the internal tools it uses to decide on new products and initiatives in its business. Cook naturally focused on Apple's usual mantra:
- Is this a product or service that we would like to use on our own?
- If so, is the market big enough to justify the effort?
- Or does the product or service fit well with an existing offering, in which case, to what extent does it improve the customer experience?
- Customer experience is the final filter.
Cook also explained: "Taking all of these things into account...the kind of things we like to work on are the ones where there is a need for hardware software and services to come together because we believe that magic really happens." there. Intersection". The CEO also said: “If you look at our share in some of the other products, whether it's the iPhone, Mac or iPad, you'll see that the share numbers leave a lot of room to expand market share. And this is especially the case in some of the emerging markets where we are proud of what we have achieved. "Follow me on Twitter or join me in AppleHolic's bar and grill group on MeWe.
<p>Copyright © 2021 IDG Communications, Inc.</p>