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Apple Reports Fourth Quarter Results

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Re: Apple Reports Fourth Quarter Results

#151
post #135

Earlier quoted context omitted.

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.

The other day I thought of that... I was wondering if there would be people walking around with an iPhone 14 with photos taken with the camera of an iPhone 1st gen which they transferred every time they upgraded.

Not the 1st gen, but my 3G, I absolutely do :) its fun scrolling all the way back

Re: Apple Reports Fourth Quarter Results

#152

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…

> chollida1

can i subscribe to this newsletter

Re: Apple Reports Fourth Quarter Results

#153

The most amazing to me is how Apple reversed its fortunes with the Mac. According to a quick search of Wikipedia (haven't checked further), Mac worldwide market share was 5.7% in 1996 (after years of decline). It then dropped out of the top 5 for the next 20 years -- the page doesn't give numbers other than top 5, but in 2006 Toshiba was #5 with 3.8% so it was below that. Not only did it manage to bring its share bac…

Satya Nadella can pry my MacBook Pro from my cold, head hands.

Re: Apple Reports Fourth Quarter Results

#154

The most amazing to me is how Apple reversed its fortunes with the Mac. According to a quick search of Wikipedia (haven't checked further), Mac worldwide market share was 5.7% in 1996 (after years of decline). It then dropped out of the top 5 for the next 20 years -- the page doesn't give numbers other than top 5, but in 2006 Toshiba was #5 with 3.8% so it was below that. Not only did it manage to bring its share bac…

[deleted]

Re: Apple Reports Fourth Quarter Results

#155
post #3

Annual revenue of $394 billion, more than a billion a day. Not the first company to do it, though. Exxon did it in the 2000s when oil was up to $140, and I think Walmart did it, too.

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.

It turns out that making a great product is hard, even with billions of spare cash and an army of LeetCode experts, I mean, extremely talented engineers.

Just look at that Meta VR game thingy. What's it called again?

Re: Apple Reports Fourth Quarter Results

#156
post #147

Earlier quoted context omitted.

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.

I feel like oil companies are somehow hiding it. Oil is absolutely everywhere from transportation to shipping to energy to packaging to building materials. I simply can't believe that Apples revenue is larger than some of the biggest oil companies

It’s hidden in the Kingdom of Saudi Arabia and UAE.

Re: Apple Reports Fourth Quarter Results

#158
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…

Happy Samsung Galaxy owner here. Migration from my last Note to current S21 Ultra was completed in less than half an hour, including "settings", contacts, data etc. I had to log in to Fastmail and Telegram with a seamless sync. Using BitWarden to manage passwords. That is worth the premium too! Dropbox syncs my files (and back ups) seamlessly. No sweat. iCloud is pathetic in terms of features (no delta sync) and gene…

lol. The average iPhone user isn’t wasting their time managing fast mail, telegram and bitwarden. The whole value is that it’s seamless, across devices and Macs

Re: Apple Reports Fourth Quarter Results

#159

Earlier quoted context omitted.

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?

That's more subtle than that, and probably closer to how French treat their wine business for instance.

An example of gov intervention: banning Huawei as it was rising as a global phone maker, international tarriff negociation (the whole stupid tarriff war happened as China was rising as high end device exporter), protecting Apple's business when challenged on anti-trust grounds (Apple's open stance to the judge was "we need extortion to make money, let us keep brinig money in"). In doubt, look back at these photos of Tim Cook cringing next to Trump because he can't just say no.

Re: Apple Reports Fourth Quarter Results

#160

The most amazing to me is how Apple reversed its fortunes with the Mac. According to a quick search of Wikipedia (haven't checked further), Mac worldwide market share was 5.7% in 1996 (after years of decline). It then dropped out of the top 5 for the next 20 years -- the page doesn't give numbers other than top 5, but in 2006 Toshiba was #5 with 3.8% so it was below that. Not only did it manage to bring its share bac…

What can't be emphasized enough here is how much Windows created this. They went from the 95-XP arc, some of the best operating systems from a user's perspective, to 7 (another hit), to now windows 10 and 11, which turn your device into a slow always-connected ad platform that you don't really control.

In other words, Windows became one of those toolbars that we all have to remove from our grandmothers' browsers.

For me, the answer was Linux, but for a lot of people who don't want to use a terminal daily, MacOS is the answer.

If you are a user, Windows hates you. MacOS doesn't.

Edit: I forgot Windows 8 and Vista. Memory holed due to trauma.

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