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Walt Mossberg
1/ A footnote on and tablets: the iPad alone brought in nearly $6 billion in the holiday quarter, and unit sales were up very slightly at over 13 million. Most companies would kill for a single product with those kinds of numbers, even if they’re well down from the peak.
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Walt Mossberg Feb 1
2/ If the Y-o-Y trend holds, that would make the iPad the equivalent of a major company. By comparison, according to , Surface division revenues were just $1.3 billion in the holiday quarter, and that includes laptops.
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Walt Mossberg Feb 1
Replying to @waltmossberg
3/ There’s no doubt the iPad has settled at a lower sales plateau than it once occupied. But it’s still selling nicely, and at higher prices. A 1% unit sales gain produced a 6% revenue gain.
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Reaper☠️Capital Feb 1
Surface is overpriced AF.
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Kurt Pimentel Feb 1
No comparison in products. iPad far superior.
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Dennis Schmidt Feb 1
Replying to @waltmossberg @Apple
It’s crazy numbers and it’s far from enough to satisfy Wall Street. I miss the days when 5 mio units over a year was impressive for iPhone sale.
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Vijay Raj Feb 1
Replying to @waltmossberg
To be honest, none of the Android tablets lives up to what it claims to be. Even Pixel C didn't. Wonder why even Google couldn't identify or rather fix this problem.
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Reginald Bazile Feb 1
Replying to @waltmossberg @Apple
$6B would sit at #429 on Fortune 500. Not bad.
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DMX Feb 1
Replying to @waltmossberg @Apple
Just keep building the insanely great hardware and software and the users will come knocking.
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jz Feb 1
Replying to @waltmossberg
unit gain is more impressive considering there was 14 weeks in a year ago quarter, adjust for 14/13~1.08, ipad actually grew 9% yoy on a weekly basis.
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Jim Cahill Feb 1
Replying to @waltmossberg
The iPad Pro is, for me, a near-perfect portable computer, especially with the Smart Keyboard and Pencil.
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Steven Sinofsky Feb 1
Replying to @waltmossberg @Apple
Also, worldwide 2017 there were perhaps 100 million consumer laptops sold. iPads selling at ~half that puts the number in context, especially considering the price, durability, and lifespan of an iPad compared to PC laptop.
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seshadri Feb 1
I am guessing that the # of iPads sold in the consumer segment in the US is => consumer PCs
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Edward C Weber Feb 1
Replying to @waltmossberg @Apple
Does anyone even think about the fact that when new iPhone sales are soft, it’s because many owners of older iPhones are still very happy with a great device.
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Manzil Saikia Feb 2
Replying to @waltmossberg @Apple
intigruing how enjoy Good bad Quarter and journos rally round to lift Apple up. iPhone X is a "masterpiece" story appears,now iPad story. Apple gets a free pass everytime. Battery-gate, Fappening leaks ,China labor issues etc. no problem at all
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Andrew Cameron Feb 2
Replying to @waltmossberg
I find the obsession with growth a little strange. I can only imagine the number of companies in the world that would like to have stable revenue and profit figures like that without worrying about having to grow them further.
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Naofumi Kagami 加々美直史 Feb 2
Replying to @waltmossberg
If I recall correctly, the last two quarters have seen double digit growth for iPad in units. I don’t think it’s settled, but instead rising back.
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Justin List Feb 2
Replying to @waltmossberg @Apple
Finally bought my wife a new iPad . So we have a new iPad Pro 12 , iPad 9.7 , Air 2 (daughter) , Air (son) and gen 2 (youngest son) . We just recycle them in our house .
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Eduardo Mercado Feb 2
The hard reality is that investors are more interested at whether this will continue to be the case within 5 years.
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