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Apple Reports Fourth Quarter Results

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Re: Apple Reports Fourth Quarter Results

#111

Post by lotsofpulp »

smoldesu wrote: post #95
yieldcrv wrote: post #76

Earlier quoted context omitted.

Its fascinating to watch US corporate sector catch up to state sponsored or partially nationalized entities. Like wow, what a powerhouse. Taking hundreds of years of the corporation concept to do it, but make a country whose culture is only that and its working in that regard.

Apple, Google and Microsoft are all arguably partially-nationalized entities. They aren't literally owned by the government, but our government does wield it's unfathomable economic power to push US-based tech companies to every corner of the globe. It's a sad, perverted form of imperialism, but I consider it partial-nationalization none the less.

Can you give an example of how the US government has made other countries use products from those 3 businesses?

Re: Apple Reports Fourth Quarter Results

#112

Post by nomel »

rcarr wrote: post #96
chollida1 wrote: post #4

Numbers: - Q4 wearables of $9.6B, beats est byu close to $1B - Q4 Services Rev fo $19.2B short of Est by $800M - Q4 iphone Rev of $42.6B meets Est - Q4 ipad Rev of $7.2B, short of Est by $600M - Q4 Rev of $90.2B beats Est by $2B, that also means its up 8ish% YoY - Q4 Mac Revenue of $11.5B, beats by $2B, nice, forgot they make computers;) - China Rev of $15.5B, this is interesting, AAPL clearly has alot of China expos…

> AAPLE has $23B in cash, down 1/3 from this time last year. Mostly given back to investors. Probably nothing to worry about here:) Didn’t they have over a hundred billion in cash reserves a while back? This seems significantly low compared to what it used to be. Mac revenue will be down next year but whenever they release the M3 on the 3nm node I think they’ll have another bumper year. Probably 2024. Also Apple Glas…

> If it’s over a $1000 it’ll flop. If it’s $500 it’ll do well.

I think we'll have to wait to see what the capabilities are. If it can replace an iPhone, $1000 would be incredible. $500 is only double the price of AirPods Pro, so functionality would have to be pretty limited.

Re: Apple Reports Fourth Quarter Results

#113

Post by skybrian »

samatman wrote: post #60
retskrad wrote: post #15

Holy moly, the Mac keeps growing like crazy. It’s amusing how Apple wanted the iPad to disrupt the Mac but the advent of M-Series chips on the Mac has really nipped that ambition in the bud.

I remember when I got my first Retina laptop screen, it was nice but I quickly just got used to it. Then, I found myself using the earlier machine, without the high DPI. That learned me. It was hard to imagine all the work I'd done staring through a screen door at those pixels. Similarly, I've been using the M1 MPB since I got it. I only remember that it never makes noise when I'm reminded of it, such as in this conv…

So, basically the Retina display didn't do anything except spoil you for tech that was okay before. That's good for the manufacturer, but this sort of hedonic treadmill seems like something to avoid?

Re: Apple Reports Fourth Quarter Results

#114

Post by [deleted] »

chollida1 wrote: post #4

Numbers: - Q4 wearables of $9.6B, beats est byu close to $1B - Q4 Services Rev fo $19.2B short of Est by $800M - Q4 iphone Rev of $42.6B meets Est - Q4 ipad Rev of $7.2B, short of Est by $600M - Q4 Rev of $90.2B beats Est by $2B, that also means its up 8ish% YoY - Q4 Mac Revenue of $11.5B, beats by $2B, nice, forgot they make computers;) - China Rev of $15.5B, this is interesting, AAPL clearly has alot of China expos…

[deleted]

Re: Apple Reports Fourth Quarter Results

#116

Post by yieldcrv »

smoldesu wrote: post #95
yieldcrv wrote: post #76

Earlier quoted context omitted.

Its fascinating to watch US corporate sector catch up to state sponsored or partially nationalized entities. Like wow, what a powerhouse. Taking hundreds of years of the corporation concept to do it, but make a country whose culture is only that and its working in that regard.

Apple, Google and Microsoft are all arguably partially-nationalized entities. They aren't literally owned by the government, but our government does wield it's unfathomable economic power to push US-based tech companies to every corner of the globe. It's a sad, perverted form of imperialism, but I consider it partial-nationalization none the less.

They’re partially actually owned by the Swiss central bank which literally creates francs just to purchase tech company shares with that form of funny money

And yet, I don't say these companies are anything else than they are

There are many forms of sovereign ownership and influence in them, who cares

Re: Apple Reports Fourth Quarter Results

#117

Post by readthenotes1 »

mcphage wrote: post #109
duped wrote: post #74

Earlier quoted context omitted.

Almost every adult in the developed world needs a smart phone. They replace these devices about every 2-3 years. Apple makes one of the best in class of these devices, and has successfully designed one such that it's hard to switch to a competitor (rather it's easier to stay in the ecosystem). They've convinced about a billion people on the planet that the iPhone is the best device for them, so if you split that into…

> They replace these devices about every 2-3 years. Some people do, but definitely not “almost every adult in the developed world”.

I mean, right? Who waits 2 years?

Re: Apple Reports Fourth Quarter Results

#118

Post by microtherion »

happyopossum wrote: post #79
microtherion wrote: post #56

Earlier quoted context omitted.

Apple has 150k employees. Probably get <$15 revenue on average per employee/day, 230 days a year. So <$500M of revenue a year, and with the price/quality of the food, I doubt it's being run at a profit (It's not like they have a wine menu to boost their bottom line).

Most of those 150k employees are in retail, who don't eat at their cafeterias, and $15 is a stretch at that - I think the most I ever spent at a cafe Macs was about $10... All that to say, you're probably off by about 80%....

I was trying to estimate as conservatively as possible. Good point about the retail employees!

Re: Apple Reports Fourth Quarter Results

#119

Post by girvo »

beanjuiceII wrote: post #98
duped wrote: post #74

Earlier quoted context omitted.

Almost every adult in the developed world needs a smart phone. They replace these devices about every 2-3 years. Apple makes one of the best in class of these devices, and has successfully designed one such that it's hard to switch to a competitor (rather it's easier to stay in the ecosystem). They've convinced about a billion people on the planet that the iPhone is the best device for them, so if you split that into…

When I get my new pixel, I just login and everything is there, I assume apple is same way? this seems common these days

It is, but it didn’t used to be. Way back at the dawn of the smartphone era I was working in consumer telco here in Aus, and half of my day was spent making sure people kept their data between phones. Even going from one android phone to another wasn’t a great guarantee, and for iPhones we used to have a computer to take a backup via the 30-pin.

These days cloud backups and the like make it pretty simple on both operating systems.

Re: Apple Reports Fourth Quarter Results

#120

Post by highwaylights »

nomel wrote: post #112
rcarr wrote: post #96

Earlier quoted context omitted.

> AAPLE has $23B in cash, down 1/3 from this time last year. Mostly given back to investors. Probably nothing to worry about here:) Didn’t they have over a hundred billion in cash reserves a while back? This seems significantly low compared to what it used to be. Mac revenue will be down next year but whenever they release the M3 on the 3nm node I think they’ll have another bumper year. Probably 2024. Also Apple Glas…

> If it’s over a $1000 it’ll flop. If it’s $500 it’ll do well. I think we'll have to wait to see what the capabilities are. If it can replace an iPhone, $1000 would be incredible. $500 is only double the price of AirPods Pro, so functionality would have to be pretty limited.

Maybe, but Apple Watch was a device you could buy on day one and be pretty confident in - at least in terms of what you were getting and that it would work for what it is.

Apple Glass at $1k is not something I could buy day one even if I really liked the promo video. I'd need to see some reviews after weeks and how well the first version works before jumping in - I imagine a lot of people would feel that way - because it seems like something that could so easily just not quite work.

(I don't mean not work in the full-of-bugs way, more like the it-was-a-better-idea-on-paper way).

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