Final thoughts on Apple’s Q2 — Benedict Evans

In other words: 

  • Potential limits to iPhone growth are clear and could be quite close
  • Future growth of the iPad could be huge, but is much more speculative 

Meanwhile there isn’t going to be any new Apple hardware until the autumn (i.e. both the iPad and iPhone remain on an annual release cycle for now and the iPad moves to the Christmas buying period with the iPhone), and the sales cyclicality is intensifying so sales will dip down until then. That means that the next chance for a growth spike at Apple, and an answer to the ‘is it growing?’ question, won’t be until the December quarter revenues come out in January 2014. That’s going to be a long wait.

Final thoughts on Apple’s Q2 — Benedict Evans.


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