My Initial Reaction to Apple Earnings, Apple 4Q22: By the Numbers, Breaking Down Apple’s Guidance (Daily Update)

Today’s update will be dedicated to going over Apple’s 4Q22 results and management commentary. The idea is to keep things broad today and look at the big picture, in addition to the financial results. The discussion will continue next week as we move beyond the numbers to look at the granular takeaways.


My Initial Reaction to Apple Earnings

Apple went into this earnings season possessing the most formidable ecosystem of devices and services in the world. Despite facing major FX headwinds, Apple’s ecosystem remained on track in 4Q22. The company reported all-around solid 4Q22 results. The few areas of weakness (iPad and Services came in below my expectations) were offset by iPhone, Mac, and Apple Watch sales strength.

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Inside Apple’s Record Mac Quarter, What’s Going On With iPad Sales?, Charting Apple’s Ecosystem Growth (Daily Update)

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Alphabet 3Q22 Earnings, Three Google Yellow Flags, What Apple May Say About FY1Q23 (Daily Update)