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Apple Reports Fourth Quarter Results

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Re: Apple Reports Fourth Quarter Results

#211

Post by ksec »

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…

Still not a single crack in its business. And finally making inroads in SEA and India.

A company that is beautifully packaged but arguably has lost most of its soul. And is strategically building up the Chinese Supply Chain and helping them to move up its value chain. While presenting itself as the defender of Fundamental Human Right.

Re: Apple Reports Fourth Quarter Results

#213

Post by kjreact »

smoldesu wrote: post #185
kjreact wrote: post #174

Earlier quoted context omitted.

I think the App Store model is probably still currently the best model for the average user who doesn’t know how to secure a computing device. I know we may be heading towards a future where we’re totally locked down, but what alternative do we have? I’m always hesitant to install software on my desktop because I never know if there’s a trojan hidden in the software. I’m a relatively technical user, but I have no ide…

> I know we may be heading towards a future where we’re totally locked down, but what alternative do we have? Well, Apple could just... let people install other stores. The App Store will still exist for new users and security-paranoid users, but the right to install/manage software needs to be a universal right when you buy hardware from someone. Arguing the opposite is almost insanity. > I’m a relatively technical…

> Well, Apple could just... let people install other stores.

So the solution is to let another big tech be the gatekeeper? If a customer thinks Google is a better gatekeeper then they should stick with Android. Nothing wrong with that.

> Do what F-Droid does, compare the downloaded binary against a first-party checksum for the release (usually provided by Github).

But my issue is not that something has been tampered between source and binary, but that I don’t have the expertise to look through the source and verify that no trojan has been added by one of the contributors. A checksum doesn’t solve this problem.

As for the right to install/manage software, I view it similarly to what the FDA is doing now to protect me from products that are dangerous. I don’t have the knowledge to be able to vet all chemicals that are dangerous to me so I’m happy to let them handle it. Is such a view considered insanity?

> All of this can and will be alleviated with Apple giving up their iron grip on the 30% tax.

In the end is all this talk about rights and freedoms really just a veil for the fact that some devs just want to make more money?

Re: Apple Reports Fourth Quarter Results

#214

Post by duped »

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

I trust Google with my data so little I go out of my way not use their services if I can help it. Apple has a pretty good track record for privacy and reliability and that's worth something to me.

Re: Apple Reports Fourth Quarter Results

#215

Post by alwillis »

ac29 wrote: post #161
chrisseaton wrote: post #107

Earlier quoted context omitted.

I don't think it's the mystery you do - they make money because they make the very best technology, that makes people who work with a wide range of workloads more effective, and so those people are willing to spend money with them. If Apple is compiling my application 1.5x as fast and lets me work 1.5x as long without recharging, that saves me genuine time in the day, either to do more work, or to work on my hobbies,…

> If Apple is compiling my application 1.5x as fast The M1 Max (the highest end chip available in a Mac laptop) is slower than competition from Intel and AMD, though. I'm not sure what its supposed to be 50% faster than, unless you are only comparing it to old Intel Macs.

The M1 Max (the highest end chip available in a Mac laptop) is slower than competition from Intel and AMD, though.

Yeah, that’s not true; it doesn’t even make any sense. And certainly not performance per watt.

Re: Apple Reports Fourth Quarter Results

#217

Post by mrkramer »

graeme wrote: post #86
alphabetting wrote: post #54

Earlier quoted context omitted.

Google's insistence on paying the $15B a year is odd to me. I'm sure they've run a bunch of experiments and they view it as making sense financially but I'm not sure how many people would settle with Bing as default search. Their #1 search term being "Google" is pretty telling.

You can also view the $15 billion as a bribe to prevent apple from trying its hand at search. Apple already has a substantial search effort behind the scenes

$15 billion makes no sense to me as well; why would you give that huge amount of money to some other company no matter how big and important they are if you believe that you search engine is the best in the world. That makes me conclude that Google has doubts in their own search engine and they are indeed afraid of Bing or some other search engine replacing them pretty soon and pretty quickly in the future.

Re: Apple Reports Fourth Quarter Results

#218

Post by alwillis »

pclmulqdq wrote: post #160
insane_dreamer wrote: post #142

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…

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.

Not only do I use the terminal daily, I live in the terminal on my Mac.

I consistently hear from Linux users they wished there was a terminal emulator as good as iTerm2 for Linux.

Re: Apple Reports Fourth Quarter Results

#219

Post by [deleted] »

ralfd wrote: post #175
tomcam wrote: post #47

Earlier quoted context omitted.

I will admit publicly this post is so terse yet comprehensive I am aggressively searching your history on this site for more nuggets like this one. UPDATE …and, not disappointed. World-class commentary. Not sure how PP flew under my radar so long.

> Not sure how PP flew under my radar so long. Apple? People? What do you mean with PP?

[deleted]

Re: Apple Reports Fourth Quarter Results

#220

Post by oars »

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…

Great comment summarizing Apple financials, thank you.
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