1 Facebook x.com Reddit
Apple's fourth-quarter earnings showed more than 2.2 billion active devices across its product line, a major driver of Apple's continued success in services.
This performance is fueled by the iPhone 15 lineup, which has an astonishing 99% customer satisfaction rating and is the #1 seller in all markets, including four of the top five best-selling models in the U.S., four of the top six models. in the UK and all five in Australia.
The iPhone 15 also set an all-time high thanks to updates, with sales of the iPhone 15 line up 6% compared to last year's fourth quarter. It broke sales records in Europe and the Asia-Pacific region. According to Tim Cook, “iPhone 15 is outselling iPhone 14,” indicating the growing popularity of the iPhone and the growing number of active devices.
2.2 billion active devices represents an increase of nearly 400 million devices compared to last year, when the active user base was 1.8 billion devices. This jump in the user base is the largest jump in the last few years, with the number of devices increasing by just 150 million in 2023 and 150 million in 2022.
For comparison, 1.8 billion devices were registered last year. active devices, an increase of 150 million devices. However, revenue from the iPhone user base was $76.1 billion, up from $69.7 billion this year.
Tim Cook's confidence in the new “highest level” of users is based on his confidence in the growing influence of the iPhone in all markets. Indeed, we reported in August that despite smartphone sales trending downward across the board, the iPhone is the only model showing growth, helping to hit this new high.
Despite the tablet setback, Apple announced a strong Mac presence, with nearly half of sales coming from users new to the Mac ecosystem. Likewise, wearable device sales have fallen compared to last year and they continue to face uncertainty as the Ultra 2 and Series 9 models are pending appeals.
In addition, the iPhone continues to grow rapidly in emerging markets such as China and India, and the current lineup contributes to its popularity among young users. In these markets, younger users view the iPhone as a status symbol and a sign of quality compared to alternatives.