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Apple Reports Fourth Quarter Results

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Re: Apple Reports Fourth Quarter Results

#121

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You mean AAG? :) both Facebook and Netflix have slid dramatically from their prior glory.

Google is Alphabet, just call it AAA.

Which is what I feel like yelling when I remember how much power just those three companies wield over everyone’s lives.

Re: Apple Reports Fourth Quarter Results

#122
post #62
post #31

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Wow I really never spent time thinking about it as a product but yeah it really was a wasted opportunity. Discovery is terrible and the quality of a lot of the apps are poor. It's obviously not an easy problem to solve but still I only go to the App Store to specifically get the app that I need.

>It's obviously not an easy problem to solve It probably is at least relatively. The problem is that you (or at least a lot of people) wouldn't like the answer. Make it a very curated marketplace. Yes, that would take some labor but you can also take into account ratings etc. (Though not sure how to deal with the legit crappy online banking app that people give low-ratings too.) But cue the outrage over my app droppe…

You have two tabs: curated, and what's popular.

Across all of the apps that I use to consume content, I only know one app that does this well: Criterion. Here, look:

https://www.criterionchannel.com/browse

First thing to note. You can browse w/o having to create an account!

You know what else Criterion does? Rather, what it doesn't do? It doesn't cut off the end of movies at the credits to spam me with what it thinks I want to watch next. There's no "you may like this other thing" based on my watch history. Rather, content is grouped already based on attributes of the movies, not based on my watch history.

Criterion cares about movies and about me as a movie watcher, and it shows.

I will pay Criterion $99/year till the end of time.

The only thing I'd like them to improve is their streaming quality a bit. The video stream is okay, but none of the soundtracks are anything but stereo at best, even for movies they also sell as Blu-ray that have multi-channel DTS soundtracks.

Re: Apple Reports Fourth Quarter Results

#123

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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?

Apple improves some things that users don’t strictly need. Like the speakers on their laptops, I don’t really need them to be as good as they are but it sure is enjoyable.

Re: Apple Reports Fourth Quarter Results

#124
post #74

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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”.

Statistically yes, the average is between 2 and 3 years, you can look up the stats from multiple sources.

Obviously parent meant an average, not that almost nobody goes for 1 year and almost nobody goes for 4.

And heck even if you mean to keep it for longer, they're small semi-fragile things that are uncommonly easy to lose and break.

Re: Apple Reports Fourth Quarter Results

#125

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…

Forget the China revenue, what about the manufacturing? How would Apple survive at all if the US and China were cut off from each other?

Re: Apple Reports Fourth Quarter Results

#126
post #74

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Their numbers seem utterly unreal to me. How on earth do you sell $205 billion worth of just a single product (iPhone) every year? This is simply the greatest business to have ever been created. I can't imagine anything else ever topping it. The margins AND the volume are both insane.

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…

> 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).

I wonder how many years it will take before I can convince some people that I actually just prefer Apple's phones to competing phones and that I'm not actually brainwashed or forced by Apple to never leave. But that's exactly what a brainwashed person would say...

Re: Apple Reports Fourth Quarter Results

#127
post #19

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Don’t forget Tim Cook also brought you crummy gambling ads next to gambling addiction recovery apps on your $1500 phone.

Only if you open the App Store… Which I practically never do. The apps on my phone have been essentially the same for years. If I ever install something, it’s probably through a web link or QR code that goes straight to the right app. The App Store is clearly a big wasted opportunity. 12 years ago I was actually eager to find new apps there. Why did Apple let it become a slum?

They let it become a slum because they make bank off it. See their services revenue: it’s huge. Sad, but expected.

Re: Apple Reports Fourth Quarter Results

#128

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…

Forget the China revenue, what about the manufacturing? How would Apple survive at all if the US and China were cut off from each other?

Slowly shifting the ship to India and Vietnam but it’s going to take time.

Re: Apple Reports Fourth Quarter Results

#129
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…

iPhones make money, but services make more. The App Store alone made over 80 billion dollars in estimated revenue last year, just by existing. That's without accounting for Apple One, Apple Fitness, Apple Arcade, AppleTV Plus, or iCloud. Apple simply makes $80 billion annually for writing a payment processor everyone else has to use. Services are one thing, but playing both the gatekeeper and competitor to a number o…

> The App Store is a fundamental de-facto monopoly on software distribution and (as we've seen with Spotify) service development.

This would be true if Android didn’t exist. But it does, so apple isn’t.

What would be funny is if Google stops developing android, since it’s lot lucrative, so they can sue under antitrust to improve their ad business that apple keeps hampering.

Re: Apple Reports Fourth Quarter Results

#130
post #119

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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 oper…

I’ve had an iPhone since the original 4G. It’s always been an easy transfer.

I have voice memos that have migrated since that very first one.

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