Wed. 01/29 - Apple Has More Active Devices Than Microsoft
Tech Brew Ride Home
Amalgamated Internets, LLC
4.7 • 1K Ratings
🗓️ 29 January 2020
⏱️ 20 minutes
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| 0:00.0 | Welcome to the Tech Meme Ride Home for Wednesday, January 29th, 2020. I'm Brian McCullough |
| 0:08.6 | today. Apple Earnings. Google is testing another chat app. We know that Uncle Sam is wary of |
| 0:14.9 | Huawei, but did you know he also doesn't trust DJI? Lyme is testing AI scooters and |
| 0:21.1 | the new app that will let you skip the ads without screwing over publishers. |
| 0:24.8 | Here's what you miss today in the world of tech. |
| 0:30.0 | Apple earnings y'all. |
| 0:35.0 | Apple reported Q1 revenue of $91.8 billion up 9% year over year, of which $79.1 billion came from products and 12.7 billion came from services. |
| 0:46.0 | Services were up 19% year over year. |
| 0:49.1 | The company also had net income of $22.2 billion and is estimating a range of between 63 and $67 billion for |
| 0:56.2 | Q2 revenue. A bigger range than it normally forecasts. We'll come back to that in a second. |
| 1:01.8 | But let's drill down more first. |
| 1:04.0 | Apple reported $10 billion in revenue from its |
| 1:06.0 | wearable and home accessories bucket |
| 1:08.0 | where it puts the likes of air pods and Apple Watch. |
| 1:11.0 | That category was up 37% year over year and notable that that means the |
| 1:16.6 | category generated more revenue than the MAC category for the first time ever. The MAC category |
| 1:21.7 | was down 3% year over year. |
| 1:24.0 | Also notable that Apple reached 1.5 billion active devices, up from 1.4 billion a year ago. |
| 1:31.0 | As Benedict Evans noted on Twitter, that means that Apple now has more |
| 1:35.1 | active devices in use than Microsoft does, mainly because of iPhones of course. Breaking |
| 1:41.0 | out iPhone sales, Apple reported 56 billion dollars worth up 8% year over |
| 1:46.1 | year on the earnings call. Tim Cook said that the three newest iPhones were the |
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