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Apple Reports Quarterly Revenue of $119.6 Billion for Q1 2024

Apple earned how much?

Apple earned how much?

Last quarter, Apple reported that its revenue came in at $89.5 billion, which was down year-over-year but slightly more than expected. Today, the company reported $119.6 billion in revenue for the first quarter of 2024, which include the holiday season and the first full quarter of iPhone 15 sales.

According to Apple CEO Tim Cook:

Today Apple is reporting revenue growth for the December quarter fueled by iPhone sales, and an all-time revenue record in Services. We are pleased to announce that our installed base of active devices has now surpassed 2.2 billion, reaching an all-time high across all products and geographic segments. And as customers begin to experience the incredible Apple Vision Pro tomorrow, we are committed as ever to the pursuit of groundbreaking innovation — in line with our values and on behalf of our customers.

Going into today’s earnings call, the consensus among Wall Street analysts was that Apple would earn $117.97 billion. Apple beat those expectations by a healthy margin of nearly $2 billion. And, with 2.2 billion installed devices, an all-time high, the opportunity for continued growth of service revenue is significant.

Once again, though, the iPhone was the star of the show with a sizable 58% of Apple’s revenue for the quarter, making up for concerns about consumer demand in China, regulatory pressures in Europe, and questions about whether consumers will embrace Apple Vision Pro.

The Browser Company Announces Act II for Arc: ‘The Browser That Browses For You’

Today, The Browser Company announced a selection of new features coming to their Arc browser for Mac as part of what they are billing ’Act II’ of their increasingly popular app. There are four features in total, centered around the theme of ‘the browser that browses for you.’

For those unfamiliar, Arc started as a Mac browser built around the Chromium code base with eye-catching features like tabs listed down the side, Split View, built-in ‘easels’ and notes, and the ability to adjust the visual look of webpages. Arc is now targeting what CEO Josh Miller has called ‘a post-Google Internet’ by implementing AI within the browsing experience, amongst other strategies.

Current ‘Arc Max’ AI features like ‘Ask On Page,’ which answers questions about the contents of webpages, and ‘5 Second Previews’, which summarises a webpage at the other end of a link, have all proved to be hits with users.

It’s no secret I’m a fan of Arc. I would even call their ‘Shared Quotes’ feature my favorite ‘little’ feature in any browser right now. The Browser Company has big ambitions for 2024, including an imminent launch on Windows, and Miller had this to say about Arc’s next step:

“Here is our vision. It’s really simple. You tell Arc what to do, and Arc will go and do it for you.”

It’s a very broad statement, but with the new features announced today, the context of what he is saying comes more into focus. Two of these new features are available today, with the other two coming soon. Let’s take a look at them in detail.

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Magic Rays of Light: Argylle and Imagining Spatial Computing with Swan Song→

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This week on Magic Rays of Light, Sigmund and Devon discuss Apple Original Film Argylle ahead of its theatrical debut, our first look at changes coming in tvOS 17.4, the potential of game streaming on Apple TV, hints of our spatial computing future in Apple Original Film Swan Song, and the latest additions to Apple Arcade.

Show Notes

Send us a voice message all week via iMessage or email to [email protected].

Sigmund Judge | Follow Sigmund on X, Mastodon, or Threads

Devon Dundee | Follow Devon on Mastodon or Threads

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On Vision Pro’s Spatial Computing→

There’s no tech commentator better equipped to talk about the history of spatial interfaces in Apple operating systems than John Siracusa, and I enjoyed his latest, thought-provoking column on where visionOS and the Vision Pro’s gesture system fit in the spatial computing world:

Where Vision Pro may stumble is in its interface to the deep, spatial world it provides. We all know how to reach out and “directly manipulate” objects in the real world, but that’s not what Vision Pro asks us to do. Instead, Vision Pro requires us to first look at the thing we want to manipulate, and then perform an “indirect” gesture with our hands to operate on it.

Is this look-then-gesture interaction any different than using a mouse to “indirectly” manipulate a pointer? Does it leverage our innate spatial abilities to the same extent? Time will tell. But I feel comfortable saying that, in some ways, this kind of Vision Pro interaction is less “direct” than the iPhone’s touch interface, where we see a thing on a screen and then literally place our fingers on it. Will there be any interaction on the Vision Pro that’s as intuitive, efficient, and satisfying as flick-scrolling on an iPhone screen? It’s a high bar to clear, that’s for sure.

In yesterday’s review on The Verge, Nilay Patel shared a similar idea: it’s a strange feeling to use a computer that requires you to look at what you want to control at all times. I don’t know what to think about this yet since I don’t have a Vision Pro, but I’m curious to learn how this interaction method will scale over time as we start using this new platform on a daily basis. It’s quite fitting, however, that visionOS is based on the one Apple platform that supports both kinds of manipulation with a pointer and touch.

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The Iconfactory Launches Project Tapestry, a Kickstarter Campaign to Create a Universal Inbox for RSS, Social Media, and More

Source: The Iconfactory.

Source: The Iconfactory.

We’re at an exciting moment in the history of the Internet where the downsides of walled gardens of content have become painfully obvious to more people than ever. Those downsides weren’t so clear when companies like Twitter got their start. As it and other companies grew, the convenience and instant gratification of social media put a dent in things like blogging, RSS, and other ways people shared their thoughts, links, and other media online.

But, if there’s a silver lining to what’s become of Twitter, it’s that it opened the eyes of a lot of people who are now helping revitalize the open web standards that never went away for many of us. The trouble is that the feeds we monitor are spread over more places than ever before. There’s RSS, of course, but there’s also ActivityPub, Bluesky, and more. That makes it the perfect time for a new approach like the one The Iconfactory has announced via a Kickstarter campaign.

The campaign was launched today to fund the creation of Tapestry, an iOS universal inbox for the feeds in your life. The Iconfactory makes it clear that it doesn’t intend for Tapestry to replace your RSS reader or Mastodon client, though. Instead, the company wants Tapestry to be a unified, chronological timeline that will help you keep up with what’s new so you can pick the best that your favorite sources have to offer. The Iconfactory has also said the app will have a simple API for adding your own data sources to your feed.

I love this idea and backed the project immediately. The Iconfactory says that they expect the development to take 9 - 12 months, which comes with the usual caveats about the risks of funding a Kickstarter campaign, which is why I rarely link them except in cases like The Iconfactory’s, which has a proven track record. The initial goal is $100,000, and as of the publication of this story, they’re about 25% of the way there. The first stretch goal is $150,000, which would add features like muting, theming, bookmarking, filtering and searching, local notifications, a share plugin system similar to Shortcuts, a curated library of plugins, and a Mac app.

There are also multiple reward levels with a variety of rewards for anyone who pledges $5 to $1,500. To learn more, check out the campaign on Kickstarter and The Iconfactory’s blog.

What Reviewers Have Learned about Apple Vision Pro

By the time most Apple hardware is released, we usually know every minute detail of the specs and have a pretty good idea of what using it will be like. That hasn’t been the case with the Apple Vision Pro. Apple conducted multiple waves of demos in the months since WWDC 2023, but those were tightly controlled and limited. Today, however, we’re seeing the first hardware reviews from a range of media outlets and YouTubers who have had a chance to spend about a week testing the device.

There are some excellent reviews that are well worth reading in full, but I thought I’d highlight some of the most interesting tidbits that were either unknown or unclear before now to help give readers a better sense of what this hardware is all about.

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AppStories, Episode 368 – Workflow Experiments→

This week on AppStories, we explore workflows we’ve been trying in a variety of apps.

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On AppStories+, Federico and John follow up last week’s Vision Pro episode with follow up on their plans and consider what the device will be good for besides sitting by yourself watching movies.

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QuickTime VR and Spatial Computing→

Source: Tabletops.

Source: Tabletops.

Soon, the world will get a glimpse of the Apple Vision Pro outside of the tightly controlled demos provided to a select number of people. As we wait for that moment, it’s worth taking a look back at QuickTime VR with Michael Steeber through his excellent newsletter, Tabletops.

QuickTime VR was a 3D image format that explored some of the spatial video concepts coming to the Vision Pro, albeit using CD-ROMs in 90s-era Macs. To show off the technology, Apple created a demo CD that included a virtual tour of the recently closed Company Store. Steeber got the tour up and running and shared some wonderful images and videos of Apple’s vision for VR 30 years ago.

The story is full of interesting details about Apple retail when the Company Store was all there was to Apple retail:

At the entrance to the store is a physical map of the space, like the kind you’d find at a trailhead or in a museum lobby. In the Performa department, a cutout of a child hanging upside down looms from the ceiling. Along the wall is a disheveled pile of AppleDesign Speaker boxes. In the Newton department, an entire wall is wrapped with a print of someone’s backside, toting a Newton in their jeans pocket.

One section of the store is filled with more than 700 software titles. In early promotional materials, Apple called this aisle “Technology Way,” which is so similar to the “Software Alley” in early Apple Stores that I can’t help but wonder if it was carried over.

Be sure to check out the latest issue of Tabletops to see QuickTime VR in all its glory and sign up for the newsletter while you’re there. It’s always a good read.

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Arc Search Review: My New Default iPhone Browser

Arc Search for iPhone.

Arc Search for iPhone.

Every once in a while, I come across a new app whose design, feature set, or combination of the two redefines my expectations for a particular category of software. The new Arc Search app for iPhone, which is launching today on the App Store as a separate app from The Browser Company’s previous Arc Companion utility, is one of those experiences.

From the first moment I tried Arc Search for iOS, I knew I wanted to use it as my default iPhone browser. And the reason isn’t because Arc Search does more than Safari (there’s actually a long list of missing features that I’ll cover below), but because despite offering less functionality, the essence of how Arc Search rethinks one-handed web browsing on a phone is so refined and thoughtful, going back to another browser feels like a downgrade.

Arc Search has a long way to go to become a full-featured, mature browser for iOS, and it doesn’t even come with an iPad counterpart yet. But, at the same time, it’s the best take on mobile web browsing I’ve seen in years.

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