Despite an uncertain global environment, Apple announced a record turnover of 83 billion dollars for the last quarter, an increase of 2% compared to last year. And surprisingly, Android owners had something to do with this result.
More specifically, the former owners of Android smartphones, many of whom left the Google operating system for a device bearing the Apple brand.
Record number of conversions
“In terms of the iPhone, we set two records this quarter, both in terms of revenue, but also in the number of conversions to the iPhone,” rejoiced Tim Cook, Apple’s CEO, during the announcement of third quarter results.
“The active iPhone installed base reached a new all-time high across all geographies, driven by this level of sales performance, combined with unparalleled user loyalty. In fact, the latest US consumer survey by 451 Research indicates that iPhone customer satisfaction is 98%. We also attracted a record number of switchers for the June quarter, with strong double-digit year-over-year growth,” said Luca Maestri, Apple’s Chief Financial Officer.
“Switchers” is the name given to Apple for users who switch to the iPhone from another platform. And since the death of Windows Phone, these switches come from Android.
Customer loyalty
So, where do these people who abandon Android come from? For Tim Cook, the appeal of the iPhone comes mainly from high levels of satisfaction of its users and 5G.
“What matters most to us is maintaining a high level of customer satisfaction and loyalty. And we are very happy that this rate is currently 98% for the latest iPhones, ”says the CEO.
“And so, these are the elements that underlie it. 5G has been an accelerator. 5G penetration, especially if you look at it globally, is still quite low. In some geographies it is obviously higher, but worldwide 5G penetration is still low. And so, I think there are reasons to be optimistic. »
The iPhone and services on the rise, the Mac behind
If we look more closely at the numbers, we see that Apple’s iPhone and services revenues are up 3% and 12%, respectively. It’s a little tougher for the Mac, iPad, and Wearables, Home, and Accessories category, down 10%, 2%, and 8%, respectively.
To explain this drop in revenue, Apple insisted on “supply constraints and negative effects”. However, we must not forget that this drop in income comes at a time when Apple is at a historic turning point, with the promotion of its new Apple Silicon hardware.
Maybe Apple should try to convert Windows users to Macs instead.
Source: ZDNet.com