The earnings call following the quarterly sales report offered additional details of Apple’s performance for the March quarter: massive iPhone sales of 61.17 million and high Mac sales of 4.6 million, with Chinese handset sales surpassing US sales. But there is more: Cook has “accidentally” thrown in some information that could start a new wave of speculation about the next Apple product launch.
Cook took the opportunity to emphasize the growth of Mac sales, while the PC industry contracts. This contrasts with falling iPad sales, although the tablet had its best quarter ever in China itself.
When talking about the Apple TV, Cook highlighted the successful launch of HBO Now. As it turns out, it became one of the top app store downloads.
Given the positive customer experience and popularity of the HBO Now streaming service, Cook’s answer could be taken as a strong hint of a revolution Apple is planning for your living room:
Cook: It’s about giving customer something they want. Giving it with Apple’s classic ease of use. I think HBO in particular has some great content. We are marrying their great content and our great ecosystem. There is a lot [of] traction in there. Where could it go? I don’t want to speculate, but you can speculate… We’re on the edge of major major changes for media and I think Apple can be a part of that.
So, are we going to see a new product launch this year at WWDC? We’ll find out in just six weeks.