A snapshot of Apple’s installed base

This is what 1.4 billion active devices looks like.

From Horace Dediu’s A Billion Users, posted last week on Asymco.com:

In the latest Apple Earnings report, Apple announced a few details that are relevant to the forecast of the business:

• The global active installed base for iPhone reached an all-time high at the end of December, surpassing 900 million devices. This represents growth y-o-y in each of five geographic segments, and growth of almost 75 million in the last 12 months alone
• There are now over 360 million paid subscriptions across the Services portfolio, an increase of 120 million versus a year ago. Apple expects to surpass 500 million in 2020.
• The installed base grew to 1.4 billion devices by the end of December.
• This includes all-time highs for each of the main product categories and all five of their geographic segments.

I added all these data points to the previous reported figures related to installed base, subscriptions and Services revenue.

Click to enlarge. 

My take: Note the gap between active devices and paid subscriptions. I can relate to that!

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