Jason Snell’s Apple results charts

Two things I always look forward to after each Apple quarterly results call are the call transcripts (I can read quickly, but can only listen as fast as someone is speaking!) and Jason Snell’s set of charts reflecting “the numbers”.

Take a look. They are beautifully done. Three charts that tell a big part of the story:

  • Wearable/Home/Accessories – Just look at that growth. And that’s with all the headroom of HomePod vs Amazon Echo and HomeKit devices like a doorbell to compete with Ring or a smoke detector to compete with Nest. So much opportunity still to come.

  • Services revenue – Slow and steady growth, with just a little more pop the last two quarters.

  • Apple regional year-over-year growth (the very last chart) – Look at that China curve. A precarious dip a year ago, with steady recovery ever since.