AAPL CY22Q4 Results are in

What’s interesting is in the conference call remarks, they specifically called out that they expect Macs to be down significantly YoY in Q2 as well. I suppose it’s better that a decline be predicted (and planned for) than unexpected, but I’m curious what dynamic is at work here, especially one that they seem to understand so fully.

just ruminating here: The iPad seemed to be the one class of Apple products that was both easily available and frequently on sale over the holiday season. Amazon in particular had some really choice deals across the entire lineup (even on the new oft-ridiculed 10th gen model). Maybe that was enough to give it a solid push.

If so, one would expect Q2 iPad numbers to come back down to earth.