Did they have a shortage of products to sell? I think the impact of not selling in China may have been more important than the impact of not producing in China last quarter. And in any case the second quarter will probably be worse.
Very much so. I ordered a new watch and it took three weeks to arrive, when usually they are just a few days.
My friend who works at Apple said in March people weren't getting laptops when they joined the company because they didn't have any to give, as all the new ones were being sent to customers.
I’d be interested to know from someone knowledgeable whether Apple can recognize the revenue from a sale before the product has been delivered to the customer. It’s not clear to me that they can/do.
I’ve just moved within Apple, and requisitioned a top-of-the-line MBP (my current one is from 2014, I used to use a Mac Pro in my old position). Even with a custom build to top spec, and with it being internal (ie: not customer), it was still shipped in 2 days and arrives tomorrow.
Definitely, products that Apple were always available with deliver within 2 business days. As the crisis grew worse, a lot of products started slipping to 2-3 weeks for delivery. Apple usually doesn't stockpile and sells things as they make it, with a tiny ~margin~ inventory.