Apple announced last night its financial results for the quarter. As is customary, later there was a earnings call to comment on them. It helps investors receive more detailed information on the results.
One of the things that has stood out the most from all the statements that were made yesterday is what Apple Vice President and Chief Financial Officer Luca Maestri said. The manager has dropped that Mac revenue expected to drop sharply in December. This has set off all the alarms, because it was thought that there would be new Apple computers in November, and these statements do not bode well for the future.
There are multiple scenarios, but the correct one is unknown
There are many reasons that can justify this. It doesn’t necessarily mean we won’t see any Macs in November.. There are several possibilities:
This would make sense. In the end none of these computers are expected to have a design change that can give consumers reasons to take the leap. Those who do will be solely for their new processors.
- That in addition to those two Macs, Apple decides to announce the new Mac Pro but does not put it on sale until next year.
This could make potential buyers of the high-end Mac Studio decide to wait for Apple to put the new Mac Pro on sale once it has been announced. This could have an impact on Apple sales nowalthough they should recover in the first quarter of 2023.
- That last year’s sales were so good that this year they are down if that comparison is made.
Honestly, this is what makes the most sense. Last year the 14-inch and 16-inch MacBook Pro came out on October 26. A completely redesigned Mac with very good chips that attracted many buyers. That made sales grow a lot, and if we take into account that the updates this November will be somewhat more modest and only internalIn addition to arriving later, it is normal for income to be lower.
Obviously there is also the possibility that nothing else will be released this year. It’s unlikely considering all the rumors that are starting to come out about new Macs that could come out in November, but it is indeed a possibility. As a reminder, this is not some sort of Apple marketing strategy. Managers do not lie in meetings with investors, at most they abstain. If sales are expected to drop, it is because it is true.