Apple says wearables up 75 percent year-over-year in Q4, Watch up 50 percent vs. Q3
Apple's wearables business -- including Apple Watch, AirPods, and Beats products -- was up 75 percent year-over-year during the September quarter, helping to make it the size of a Fortune 400 company, CEO Tim Cook said during Thursday's results call.
As usual, the executive didn't break out exact figures during the call. Cook noted that Apple Watch sales were up 50 percent versus the June quarter however, and claimed that the product remains the world's best-selling wearable.
Apple's "other products" segment -- including not just wearables, but the Apple TV, iPod touch, and various accessories -- saw revenues grow 36 percent year-over-year to $3.231 billion. Versus Q3 2017, revenues were up 18 percent from $2.735 billion.
September saw the launch of the Apple Watch Series 3, the first model to offer LTE cellular for (limited) use without an iPhone. Apple is also selling cheaper GPS-only hardware, and the still less expensive Series 1.
The company didn't release any other major wearables in the September quarter apart from the Beats Studio3 Wireless. The availability of AirPods has been improving though, and indeed Apple is now quoting U.S. delivery times of just a few days.
In August, NPD research suggested that AirPods accounted for 85 percent of the fully-wireless headphone segment, and were partly responsible for growing the headphone market 22 percent.
As usual, the executive didn't break out exact figures during the call. Cook noted that Apple Watch sales were up 50 percent versus the June quarter however, and claimed that the product remains the world's best-selling wearable.
Apple's "other products" segment -- including not just wearables, but the Apple TV, iPod touch, and various accessories -- saw revenues grow 36 percent year-over-year to $3.231 billion. Versus Q3 2017, revenues were up 18 percent from $2.735 billion.
September saw the launch of the Apple Watch Series 3, the first model to offer LTE cellular for (limited) use without an iPhone. Apple is also selling cheaper GPS-only hardware, and the still less expensive Series 1.
The company didn't release any other major wearables in the September quarter apart from the Beats Studio3 Wireless. The availability of AirPods has been improving though, and indeed Apple is now quoting U.S. delivery times of just a few days.
In August, NPD research suggested that AirPods accounted for 85 percent of the fully-wireless headphone segment, and were partly responsible for growing the headphone market 22 percent.
Comments
I have heard lots of anecdotal stories of people getting their first AW with the Series 3 due to cellular.
And we always say it, but worth repeating - AirPods are the best wireless headphones I have ever owned. Use them every day, for hours a day, switching between iPhone, iPad, Apple Watch, and Mac. Business and personal use. If only they would seemlessly join AppleTV like the rest...
Wearable device: dominate
Tablet: Dominate
Apps: Dominate
Soon will be music subscribers, let say in 2-3 years?
They probably have 80% of revenues of the industry and 95% of profits.
By next year, the watch industry, especially their lucrative mid market, will start to feel the burn real hard.
I see further consolidation and liquidation of IP.
They’d better close up shop and give the money back to the shareholders.
I feel like Apple cut iPod way too soon when the niche is still needed especially since the touch made a bad a** gift for kids. Had Apple updated the line this year it would have easily sold millions again. It's pretty clear the watch is the new iPod but it's also strange to cut a product that was still selling in the millions and had a whole category to itself.
An all-screen iPod nano(OMG) with a new exclusive App Store would have made Tickle Me Elmo and Wii look like holiday duds. Add in the fact it's in a category with ZERO competitors and ZERO copy cats and that's easily a 50 million seller. Games, Games, learning apps, Airplay that beams games to Apple TV and changes iPod into controller, Siri Remote App, Apple Music, Bluetooth etc.
Like this except with no bezel or headphone jack. Add in some Apple magic.
Apple TV is gonna lose the whole gaming market unless they take that powerful little thing seriously.
Have you guys seen Seasons of Heaven for the Switch?
https://www.youtube.com/watch?v=BrAiH6DwHG4
The fact Apple TV 4K can run that in 4k Dolby Vision but won't is enough to make me cry at night.
Apple Watch is doing great and I hope Apple keeps up the good work!
Fun little known fact. Tim Cook had a red dot on his steel Apple Watch before the first generation even launched. Must have been a design favorite at Apple.
Not surprised that Apple is crushing this product category. Even with its minor (to me) shortcomings, it is an amazing bit of tech.
My poor AAPL shares, now as valuable as a wind-borne fart ...
Because it’s a completely subjective, non-neutral color. Your daughter likes it, great. I don’t. Lots of people don’t. I like black because black goes with everything, red doesn’t.
A subjective color choice that is the only option is not a feature.
Stupidest thing on this forum. You can reduce any criticism of any topic with that. But we aren’t on a forum for saving the humanities, we’re on a tech forum discussing the minutia of apple gear, so it’s relevant discussion. You’re just trying to squash dissenting opinion.