Apple’s most recent financials show the company is doing well. iPhone? Down. Mac? Down. iPad? Up. Yet, the company’s last quarter of the year was the best ever. How so? Services and Wearables. Both are huge and growing. All five revenue streams are highly profitable.
That brings me to Microsoft. The Windows and Office maker claims the Surface notebook is also tablets. Well, which is it? Notebook? Or, tablet? And if Microsoft can claim a tablet is a notebook, then Apple should be able to claim the iPad is a notebook, too, and that makes it a PC.
The math tells me Apple is the world’s largest PC maker. Mac and iPad revenue over the past year topped $47-billion, perhaps 10 times Microsoft’s Surface line. In the most recent quarter alone Apple’s Mac and iPad combo beat HP and Lenovo’s numbers by almost $2-billion. Each.
Now, for what it’s worth, all those numbers– except Apple’s product line revenues– are guesstimates. Compared to Apple’s Mac and iPad lines, Microsoft’s Surface PC looks more like an anemic hobby, despite all the positive press they get from anti-Apple screed writers and members of the technorati elite politburo who diss all things Apple (except how good iPhone 11 Pro’s screen is).
Mac sales were down a bit in the last quarter, but again Apple said half the sales were to customers new to the Mac. CEO Tim Cook said the same thing for iPad, which also has an all-time high in total customer base.
So, the best year for Macs ever, combined with a growing iPad line and base, and Apple has become the world’s largest PC maker.
Apple says the company has over 1.5-billion active devices; Mac, iPhone, iPad, et al. So, what’s the breakdown? Apple won’t say, so my guesstimate is as good as anyone. How about 1.1-billion iPhones, 300-million iPads, 125-million Macs? See? Even those numbers don’t get to 1.5-billion.
It doesn’t matter. Apple makes more money on iPhone, iPad, Mac, Watch, AirPods, and Services than anyone else.