123 annotations
Page 5 of 7
have over 14,000 ARKit apps in the App Store.
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2022 Q3
31 Jul 22
We think that in the aggregate, our constraint numbers for the September quarter will be less than they were in the June quarter.
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2022 Q3
31 Jul 22
the other component that is the minority part of it is the silicon shortage that has affected our results for several quarters now.
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2022 Q3
31 Jul 22
we came in slightly below, from a constraint point of view, the $4 billion number that we had put, at the 4 to 8 are the low end of that range.
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2022 Q3
31 Jul 22
There's also some impact because of the business in Russia.
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2022 Q3
31 Jul 22
FX feeds into this as well
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2022 Q3
31 Jul 22
the negative 10 I would classify as being driven by supply.
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2022 Q3
31 Jul 22
that was either running at a reduced rate or down completely for the majority of the quarter.
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2022 Q3
31 Jul 22
when the COVID restrictions hit in the Shanghai corridor, we lost the primary source of supply for Mac units.
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2022 Q3
31 Jul 22
looking at the data on iPhone for the June quarter, there's not obvious evidence in there that there's a macroeconomic headwind.
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2022 Q3
31 Jul 22
we will continue to expand those programs around the world.
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2022 Q3
31 Jul 22
they retain much more value than other platforms.
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2022 Q3
31 Jul 22
And trading programs.
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2022 Q3
31 Jul 22
we are working on 2 major initiatives for affordability. One is installment plans
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2022 Q3
31 Jul 22
We also, just in this quarter, the June quarter, set a June quarter record for switchers with strong double-digit growth.
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2022 Q3
31 Jul 22
if you look back over time, there's been a 3-year cadence to iPhone cycles. We're 2 years into your 5G iPhone evolution.
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2022 Q3
31 Jul 22
Wearables, Home and Accessories, as you mentioned and as Luca mentioned, we did see some impact there
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2022 Q3
31 Jul 22
iPhone, there was no obvious evidence of macroeconomic impact during the June quarter besides FX
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2022 Q3
31 Jul 22
FX, which Luca has mentioned, that was over 300 basis points on year-over-year growth rates.
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2022 Q3
31 Jul 22
digital advertising was clearly impacted by the macroeconomic environment.
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2022 Q3
31 Jul 22