Apple has released its quarterly earnings without indicating how the Vision Pro is selling.
On an earnings call with investors, CEO Tim Cook said the headset now has 2,500 native apps and 1.5 million compatible apps (because of the wider App Store) but stopped short of offering any hard numbers.
“Vision Pro users are customising their own workspaces, watching movies on 100-foot screens, and exploring entire worlds with just a pinch of their fingertips,” Cook said.
“With more than 2,500 native spatial apps and 1.5 million compatible apps for Vision OS, the developer community continues to pioneer stunning spatial experiences that are only possible with Vision Pro.
“Last month, we announced that we’re bringing some amazing new immersive content to Vision Pro, including new series, concerts, films, and more. And we’ve seen great interest for Vision Pro in the enterprise, where it can empower companies large and small to pursue their best ideas like never before.”
Cook was speaking as Apple revealed overall numbers that beat analyst expectations. Sales for the period ending 30 June were $85.8bn, up five percent year on year.
Apple breaks revenue into five categories: iPhone; Mac; iPad; Wearables, home and Accessories; and Services.
The Vision Pro presumably falls into the wearables category, which saw sales drop 2.2 percent year over year. However, the category beat analyst estimates.
Apple also highlighted some enterprise customers, German airline Lufthansa and Boston Children’s Hospital—both of which use Vision Pro for employee training.
Vision Pro Rollout
The Vision Pro was met with much hype when it launched earlier this year, particularly on social media, but sales were reportedly lukewarm in the US.
Apple is reportedly ramping up production and refining its supply chain to meet anticipated global demand, including potential collaborations with Samsung Display and LG Display to enhance manufacturing capabilities.
Last month, Apple completed the first phase of its international rollout, which included its debut in the UK. Importantly, this rollout came outside the quarter Apple has just reported.
Cook has been sure to point out Vision Pro’s enterprise credentials, ensuring it is not just seen as an expensive consumer device.
The launch came amid a significant shift in the AR/VR market, where mixed reality devices are gaining preference over traditional VR headsets.
A recent IDC report highlighted a 67.4 percent drop in global AR/VR headset shipments in Q1 2024, as consumers turn their attention to mixed reality devices.
