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Apple’s Social Network

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81–90 of 209 posts

Re: Apple’s Social Network

#82

Earlier quoted context omitted.

what regulation forces a company to report how much it sells of X? Most regulation requires reporting around revenue, not units. As the article notes, Apple was unique in reporting unit sales at all.

> what regulation forces a company to report how much it sells of X? That's not what was asked. What was asked is if they can just change what they usually report because it looks bad.

Semantics, and the answer is the same. The parent was asking if the SEC could step in, and the only way they could do that is if government regulation has granted them purview and authority to. There is no such regulation.

Re: Apple’s Social Network

#83
post #9
post #6

Earlier quoted context omitted.

They are not on top in phones or computers. Android devices outsell iPhones by a significant margin and for computers, apple basically owns an insignificant portion of the market.

It doesn't matter what the market share is. As long as their margins are hefty and iOS remains the OS where consumers are willing to pay for apps etc. You don't need market share, if your margins are sky high.

True but they don't have to be the majority as the op suggested.

Re: Apple’s Social Network

#84

If you are a developer with a SaaS business, be very afraid. Apple is going to do everything possible to collect a 30% tax on your business to fix their growth problem. It’s ironic, really. The company that mastered tax evasion is about to become the world’s most determined tax collector.

Ib4 apple downvote storm. Dev here, I actively campaign against Apple (and FAAG) products. They seem like a danger to our capitalistic system as they have enough power to sway politics. Apple has always been anti-dev from my point of view, forcing users to use their hardware and pay to produce apps. While there doesnt seem to be many 'good guys', Apple has used their weight to constantly do unpopular things for their…

What about the fact that Apple is the only big guy not profiting off the mass harvesting of personal data? I think the market is significantly worse off without their influence (although this article does raise alarm bells).

Re: Apple’s Social Network

#85

Earlier quoted context omitted.

They've had that for years -- iMessage. IMO Facebook is for aspirational connectivity... you stalk your high school friends from afar. iMessage is for the people whom you actually talk to, and the green vs. blue bubble is a subtle peer pressure factor to get people to flip. As more applications expose functionality via iMessage, that will get more powerful.

Shared Albums in the Photos app lets you do just that.

[deleted]

Re: Apple’s Social Network

#86

I appreciate that Ben took the time to read between the lines of what Apple has been saying, to tease out how Apple is thinking about Apple. It's clear that's why he has a successful business. This article made me stop and think about Apple's future, and to be honest, the future of computing. I think it is clear that in 10 years mobile computing has reached maturity (which is astounding). There is no broad use-case a…

> and that they see the investments that they are making in performance will pay off greatly in the coming years, because suddenly our phone will be more powerful than our desktop.

The only way I can see that happening is if people stop upgrading their desktops for years and years AND phones are able to make steady performance improvements AND people don't stop upgrading their phones regularly.

Larger form factors (both desktop and laptop) have physical advantages when it comes to performance (e.g. cooling, more power), and I don't think they can be beaten by a smaller form factor in a fair competition (e.g. chips at similar process nodes).

If mobile computing has reached maturity like desktop computing has, I can see people holding off their mobile upgrades the same as they hold off their desktop upgrades, which would mute the main way mobile can get a performance edge over desktop. The burn-the-ships software update cycle that's more common on mobile may mitigate that, but it's coming to the desktop so it may not be much of a difference in the future.

Re: Apple’s Social Network

#87

I don’t think he mentioned it, but the easy way for Apple to grow to a $2T company is to get my household, a typical locked-in Apple household with an iPad or iPhone for every person and a computer for each adult and an AppleTV at every TV, to start paying for ever more services through those Apple devices. TV service. Ubiquitous internet service. Financial services like payments but grow into banking. manage all my…

Do you have sufficient disposable income that you don't notice a $20 bill coming either out of your bank or credit card for an entire year?

I would wager that you need to pay more attention to your finances. As the old addage says, "look after the pennies, and the pounds will look after themselves"!

Re: Apple’s Social Network

#88

Earlier quoted context omitted.

So insignificant that it's one of the most valuable companies in the world on the back of those two product categories. By the way they are on top where it matters – profit and customer satisfaction.

I am not exactly sure what the market share is for iPhones, but Android is much larger. For computers, they are a tiny portion. If they cracked 10 percent I would be shocked. That is awesome they are profitable. But yes they do have an insignificant user base for computers. A reasonable but nowhere near dominating position for phones. Apple is always going to be a relatively small player regardless of market cap in t…

Apple’s genius is focusing on profit share over market share. They make a minority of phones but capture the majority of the industry’s profits. That lets them expend more in R&D, more on top people, et cetera.

Re: Apple’s Social Network

#89
post #80
post #29

Earlier quoted context omitted.

I think it's pretty clear that online video slipped right through their fingers. They were early with Apple TV and Steve Jobs' assertion that he had "cracked" TV back in 2011. And what happened? They did almost nothing and let Netflix run away with it. Apple wasn't even a contender. Same thing goes for mapping, which was highlighted in that recent blog post. They came out with Apple Maps years ago but almost did noth…

> They shut down their router business while Ubiquiti (run by a former Apple engineer) has run wild in the networking world and looks primed to completely disrupt Cisco over time. Out of everything you listed this is the one that I don't think Apple is really missing out on, as they were never positioned to be a major player outside the prosumer space which often has needs beyond what Apple was providing. The average…

You're right, one of these things is not like the other. However, I think in the next ten years, Apple will regret having neglected this product category, and Ubiquiti is making inroads into consumer-grade products as well as service providers and enterprise-level networking. I just think it's interesting that Ubiquiti was born out of Apple and was able to turn this into a super interesting and profitable business even though there is a perfectly logical reason as you note. I suppose I just think Ubiquiti is so fascinating that it will be evident one day what a mistake Apple made.

Re: Apple’s Social Network

#90

> Apple Inc. shares had their worst day since 2014 amid concerns that growth in its powerhouse product, the iPhone, is slowing. In the fiscal fourth quarter, Apple said iPhone unit sales barely grew from a year earlier Why do sales always need to grow, why sustaining is not enough? Also wouldn't it be a good idea to change the focus product periodically? I.e. we've sold so much iPhones that everybody who ever wanted…

Our financial system is entirely predicated on the assumption of perpetual growth. It’s likely to bite us in the end if we can’t get ahold of the externalities and find a way to build sustainable systems, but unfortunately we don’t have the scaffolding in place for that and Apple is just another cog in the existing system.
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