Apple Reports Second Quarter Results(apple.com) |
Apple Reports Second Quarter Results(apple.com) |
It was what got me to go for the pro.
(ref: https://www.cnbc.com/2022/04/28/apple-aapl-earnings-q2-2022....)
> The board of directors has also authorized an increase of $90 billion to the existing share repurchase program.
When a new data point comes in, the market adjusts its estimate. That can be lower than it was, certainly if its previous estimate was too high.
It seems the market expected Apple to do even better.
It is not.
It is about guidence for the next quater - Apple Posted Another Great Quarter. The Next One Might Not Be As Good. (apple themselves say)
Operating income: $30 billion
Net income: $25 billion
Net sales by category in millions -
iPhone : $50,570
Mac: $10,435
iPad: $7,646
Wearables, Home and Accessories: $8,806
Services: $19,821
I know m1 switch took some effort
Services revenue reaches new all-time high"
For anyone like me who didn't want to actually have to go a read them :D
Revenue: B$97.3, up 9% EPS: $1.52 Operating Cashflow: B$28 Returned B$27 to shareholder (buybacks, dividends I assume?)
Ah:
Divided: $0.23/share Share pepurchase fund increase: B$90
Apple's 2022Q1 is completely in 2021?
Like, given that the fiscal year doesn't have to match the calendar year, why not slip some leap days or not slip some leap days to at least align subsequent FYs to a month? (If not a quarter, since they seem pretty close but not quite.)
downside are the two usb-c and the endless accessories that are quite expensive
At 33% profit margin and using the mid-point of $6 billion that would cost them $2 billion in missed profit this quarter.
Fair depressing experience.
In most countries the backlog is 1-2 months away.
Apple isn't organized by product like other large tech companies, instead it's organized by function. E.g. no divisions like iPad, Mac, iPhone. It's divisions like hardware, software, RF, etc. Each division works on all products.
I would use an iPad Pro as my "laptop" if Apple would let me run macOS. It's a Macbook Air but without a directly attached keyboard saddled with an inappropriate OS for the hardware.
…which is maybe kinda true? I have no idea if they want to make it a “Pro” device, despite the Pro moniker, because you still have such weird multitasking UI paradigms and so many limitations in terms of pro features. (Audio routing comes to mind. You can’t have Audio Hijack for iOS.)
And the value proposition of a fully loaded iPad with keyboard case is pretty dubious to me compared to just getting a MacBook Air. I know, I know, less apps, not a touch screen…but I can just do so much more with a Mac, and with the ARM transition, I also get the insane battery life of an iPad.
And touchscreen interfaces need to have all their points of interaction on them, or hidden behind non-obvious gestures which does not make for a very good power-user software interface. And iOS at its core (I know they call it iPadOS now, but let's be real, it's iOS with a half-hearted splitscreen/windowing system on top) is made to be a walled garden. A nice walled garden, sure. But not something for productivity, other than its own very specific scenarios, like digital art where you're only planning on drawing, and not going too far outside of the clean-cut path that it expects to be used in.
So for most people, it's just another screen to watch Netflix and YouTube. And it's pretty expensive for that.
Why?
I have made attempts at doing all my work stuff on it, but failed every time. Simple things like taking a screenshot over here and pasting it over there just feel harder on the iPad. I really want them to figure it out though!
iPad should be a Macbook Air.
Apple already allows to run iPad applications on macOS. They should completely destroy iPadOS, and let macOS run on iPad. I would prefer to have powerful OS (macOS) with some glitches on iPad, than to have an iPad with limited OS (and still have glitches to be honest). I even ok to use similar to Windows 8 idea, you aren't plugged in to keyboard - it is going to look like an iPadOS (with different app launcher), and when you connect keyboard you can use macOS.
The only reason I am still own iPad (to be honest two of them), is because I cannot disconnect screen from my laptop, even that is not the biggest issue, but because there is no Netflix app, and I cannot download movies to watch in the plane.
I'd never seen it put that way before, but I think it hits the nail right on the head for me. I do like my 2020 iPad Air when I use it, and the pencil is great; however, I basically end up using it as easy scratch paper or when copy-pastable handwriting is useful. Plus when I need an extra screen to go with my laptop.
It definitely has nice features, but doesn't feel like a compelling use-case overall, yet.
Imagine having a super powerful ipad pro running mac os for your work stuff, and when you are lying on the couch you detach the keyboard and any external monitors and switch to the more touch friendly ios.
I think that would be a much better approach than to try to merge the 2 OSes into one hybrid OS that can do neither this nor that very well.
Since the iPad and the Mac use essentially the same CPU now, why not allow Apps to be cross platform between the two? I know you can run some iPad Apps on the Mac, but why not the other way?
If you could run Mac apps on the iPad, would that hurt mac sales? Possibly. Although, I could imagine many non-mac users would buy an iPad if it could run VS Code.
Isn’t there already a MacBook Air?
It just seems that trying to use the Mac UI purely by touch would be godawful. I mean how do you Command-click, or right-click a UI element with your finger? These are solvable, but only with horrible compromises. The iPad has a completely different interaction model to very good reasons, and this would utterly butcher it. Microsoft tried this approach and it was disastrous.
Yes the iPad has its limitations, but also incredible strengths. The new multitasking gesture system is a vast improvement.
That's already in iPad OS/iOS. It's the long touch.
>Microsoft tried this approach and it was disastrous.
Surface Pro/Go is a pretty successful product for Microsoft.
Windows 11 on a tablet is really not that bad.
(I also run linux on a desktop and have an iPhone and Apple Watch, so not a hater by any stretch of the imagination)
It helps that the app I use easily integrates with any cloud storage you would want to use, so I can easily just get sheet music using any personal device and just drop it into my cloud folder. And the next time I sit down at the piano, all those sheets are already there.
It's far from obvious to me. Unifying back ends and unifying products are night and day propositions. Nothing Apple is doing points towards a thin-client strategy.
Very hard to unify completely different paradigms.
The thing is a quite different point: the availability of software and the interactions. The iPad limits software to the App Store and its very restricted rules. Which makes the iPad nice for tasks which can be done completely inside one App, if that App exists in the first place. But it is really bad at any work flow which would involve multiple programs and a lot of programs aren't even allowed on the App Store.
On the Mac, one is free to run any software one wants, it is very easy to write your own. If it only is a quick shell script or python program. And it is trivial to combine multiple software in one project, just access the project directory from all involved programs.
There seems to be some capability of sharing file space between apps on the iPad, there is a great Git client called "Working Copy" which I can highly recomment which can interact with other apps, but that is quite an exception. In most cases, Apps on the iPad don't really support free data exchange with each other. My pet peeve: you cannot even add your own music to the music player on the iPad. It is sitting uselessly in Files and I can't access it.
USB-A is a legacy connector and needs to just die already.
Honestly - the USB-A port should have been wiped out a couple years ago - the only reason it didn't is that everyone has this massive legacy of USB-A ports (Hotels, Airports, Airplanes, etc...) that people plug into, which kept them holding onto those legacy peripherals longer than they should have. Also - some weird hardware dongles that haven't been upgraded to USB-C.
What we need to do is start seeing how quickly Hotels/Cars/Airplanes/Airports/... start switching over to USB-C. When that happens there will be this massive cascade effect - it will be exponential:
2022 - ~0% of legacy is USB C
2023 - 1% legacy USB-C
2024 - 2% legacy USB-C
2025 - 4% legacy USB-C
2026 - 8% legacy USB-C
2027 - 16% legacy USB-C
2028 - 32% legacy USB-C
2029 - 64% legacy USB-C
2030 - 90% legacy USB-C
2031 - 95% legacy USB-C
Content creators rely on SD cards everyday and cameras actively sold today use it.
Devices stopped being shipped with USB-A a long time ago now.
There are plenty of fairly common USB-A peripherals still in use anyways. A lot of audio interfaces, mice, keyboards and webcams rely on low-bandwidth but ubiquitous ports like USB-A. Apple and their pride would never put one on a modern Mac, but we're really at an impasse: neither side will adopt either standard, so it's more likely that we'll simply see wireless peripherals gain popularity instead. Not exactly bad, but kinda an asinine take for a company that just released a professional desktop computer with USB-A, but refused to add it to their laptops.
Are you talking about Macs or devices in general? My 2021 laptop has an SD card slot, x2 USB A and x2 USB C (well, Thunderbolt 4). Despite how much I like USB C (all the devices I take with me have it), USB A is still here and will be for quite a while.
Oh, I forgot to mention that my laptop also has (full-sized!) HDMI and a headphone jack.
I use it for noncritical data because the sd card is slow and it could fail. Mainly recent downloads or video files.
1. Linux support was pretty bad. You needed a custom kernel for an enjoyable experience, and even that was pretty unusable on anything other than x11 GNOME.
2. The overheating was a dealbreaker. I presume this was either a driver issue or hardware failure, but the device would regularly hit 55c in normal workloads, which was a no-go for that sort of product.
It was so close to being the Linux iPad of my dreams, but fell just short. I might give one of the later models a shot someday, but I'm not really in a rush. Maybe once Alder Lake makes it's way into a decent Windows convertible, it will finally be The Year of the Linux Tablet.
It's actually a ton faster in Linux, but with a bit worse battery life.
The biggest flaw with using Linux on the earlier Surface line was the shit Marvell Wifi. That would drop out all the time. So glad they switched to Intel for the later ones.
(Yes, photographers use SD cards although they often connect cameras directly and USB SD readers are cheap.)
It’s worked great for years.
Now if only my car had a USB-C plug…
What's the USB-C story nowadays if you have N USB-C peripherals and M USB-C ports where N > M?
Most USB-C hubs seem to have one USB-C for connecting to the computer, one USB-C for connecting to a peripheral, and then a bunch of USB-A for connecting to more peripherals.
To get something that actually increases the number of USB-C peripherals, especially if more than one of your peripherals needs more than low power, and is reliable it appears that you have to get a Thunderbolt 3 or 4 dock and it is pretty pricey.
Until there are cheap reliable 1 to many USB-C hubs USB-A is not going to go away.
My theory is that Apple made commitments to keep supporting the Lightning connector on their phones for a number of years to get manufacturers to create devices with it.
Say whatever you want, when it was introduced it was clearly a big improvement over the micro USB connectors everyone else was using. By now it’s holding them back though.
They are actively looking at how to transmit data over the Magsafe adapter. Once that happens there will be no ports.
I interpreted this to mean the male side. Sure you can still buy laptops that accept USB-A, but I haven't seen any peripheral that still uses USB-A in a long time. I'm sure you could still buy a thumb drive with USB-A, but I wouldn't.
Wired Mice, Wired Keyboards, Thumb drives, external hard drives, printers, webcams, external cd/dvd/bluray drives, etc..
What peripherals do you look at? Barely any of them use USB-C unless they're explicitly USB-C docks, or Thunderbolt peripherals.
The storage solutions you listed (thumb drives, hard drives, optical drives) aren't used daily by most people, and are all widely available with USB-C.
But every new device today is overwhelmingly shipping with USB-C.
USB C has replaced microUSB for most devices, but USB A still dominates by a long margin.
Doesn't necessarily mean they use USB-C though. Logitech's Unifying receivers are still (sadly) reliant upon USB-A, although someone modified one of them to use USB-C instead[0] :-)
Also, yes many mice and keyboards do come with Bluetooth. But all of the ones that require dongles for wireless are only USB-A. No USB-C Logitech Unifying/Bolt receivers.
All of my caddies use that weird micro-USB plug that can do USB-3, which is cool. In theory it'd be easy to convert that to USB-C... just change the plug on the end, or just make both ends USB-C. I typically find those cables to not lock into the port very well.
Yes adapters are possible, however an even better solution (in that it doesn't require remembering to bring an adapter everywhere) is just to buy a different brand of laptop.
- [1] https://satechi.net/products/aluminum-usb-c-to-usb-a-adapter...
I've found a single, compact USB-C hub does fine for me, but of course YMMV.
For example, I work at a university, in an office. If my laptop lacked the normal USB port, I'd probably have an adapter or hub in my backpack or at my desk. But if I'm in a rush to a meeting, I might just grab my laptop and not my backpack. So, if somebody needs to share a file using a bog standard USB drive, I'm out of luck.
I'm capable of adapting around this and it isn't a huge hassle really, but... my current laptop is cheaper than a... any Macbook, I think, and thinner than a Macbook pro, and still ASUS managed to fit in a USB-A (and even a legacy HDMI!) port. I dunno. It is ASUS, I don't think they've got any wild engineering talent that would blow Apple's mind... it just doesn't seem very hard.
They’re out there.
Would a USB A be nice? Probably.
So of course you're seeing USB-A mice because they are probably old models from the 2000s.
They have two USB-A mice and one mouse that has USB-C, Bluetooth, and their own wireless interface. Depending on what you mean by "normal" that is either 3 or 2 normal wired mice.
https://www.logitech.com/en-us/products/mice.html?filters=co...
Pretty much all new keyboards, even niche ones, now come with Type C standard. Plus you are making a huge deal out of the graceful degradation of attaching an adapter to your keyboard. If we’re going to permanently retrofit something its going to be your keyboard—not the macbook.
I upgrade my gear regularly. And because of that I pretty much never use USB A. Apple designs their products for people who upgrade their gear. If they add a USB A to my shiny new laptop it’d be quite annoying because it is 1 extra port that I will never use that is probably there at the expense of another Type C port.
Yes obviously, if I get all new peripherals with USB-C compatibility (other than things like my keyboard and mouse, which don't have USB-C versions, and which are actually my favorite peripherals) then I won't encounter USB-A. Unless I leave my house, where the rest of the world hasn't upgraded to USB-C yet.
Annoying but fine. Don’t think about it much.
Edit: YMMV but Macbook is not the only offender. Comes up with random combinations of things because cars, desks, cafes, etc all have a mix of USB A/C charging ports. And so do my various devices. The adapters are useful all the time.