New Mac and iPad Buyers Are Pouring In
One of the biggest factors that contributed to the massive growth Mac and iPad sales is the fact that half of the sales in Q2 came from new users.
This was shared by CFO Luca Maestri during the earnings call, revealing that Apple’s base of installed devices is actually expanding dramatically, which will, of course, drive even more services revenue and potentially even increase uptake for other hardware and accessories, thanks to the usual Apple “halo effect.”
To be clear, Maestri didn’t say that all these purchases came from those who were entirely new to the Apple ecosystem, however, so it’s unclear how many new revenue opportunities these represent beyond the sales themselves. For example, a first-time iPad buyer may already be a Mac and iPhone user, or vice-versa for new MacBook owners.
Interestingly, however, these numbers were even higher in China, where Tim Cook noted that two-thirds of Mac and iPad purchases were made by new customers.