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…
So Apple Watch and AirPods is almost as big a business as the Mac. Wow, I didn’t realize that. Quite a vindication of Tim Cook’s decade at the helm.
Apple Reports Fourth Quarter Results
341–350 of 541 posts
Re: Apple Reports Fourth Quarter Results
#342Holy 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…
Re: Apple Reports Fourth Quarter Results
#343Earlier quoted context omitted.
> 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. It will never happen. Those people are just not mentally able to understand that other people have different needs, wants, values, and opinions than them.
It’s because you are brainwashed. More seriously it’s actually a meme or a trope that I noticed.
I keep two phones because of personal reasons not relevant to this discussion.
I prefer the iPhone.
Re: Apple Reports Fourth Quarter Results
#344Earlier quoted context omitted.
> when Android phones went through that phase of every phone flagship phone had some sort of gimmick I don’t think they ever grew out of it. https://www.samsung.com/us/mobile/phones/galaxy-z/ https://www.motorola.com/us/smartphones-razr-family
I bought a Galaxy fold last week and returned it yesterday. The form factor and larger screen was cool, but holy cow did Android feel like a huge downgrade from iOS. It was just all kinds of little quality of life things in iOS that I instantly missed. I think I needed something like one extra button press to get to the flashlight on Android and that did me in.
Re: Apple Reports Fourth Quarter Results
#345Earlier quoted context omitted.
> What do you think should be the parameters / conditions / requirements Apple should establish for such 3rd party app stores? None. Apple doesn't deserve authority over what other people publish on their platform, just as they don't deserve to be liable for the ways people abuse iDevices. In my opinion, they should use this as an opportunity to strengthen app sandboxing and the overall iOS security model. If their c…
Why do iOS developers as a group need the government to grant them bartering power? If so why can't every other sizeable group, such as commenters on HN, demand government granted bartering power? This doesn't seem like a sound legal basis for a law that would last longer, in the U.S., than the Supreme Court's regular calendar.
Because Apple won't give it to them in good-faith.
> If so why can't every other sizeable group, such as commenters on HN, demand government granted bartering power?
They can, they just won't necessarily get it. I think there is ample evidence to support the claim that Apple is holding back software distribution and service innovation with their actions. If found guilty of anticompetitive practice (eg. in the case of Spotify), the most fitting consequence would be breaking Apple's monopoly on app distribution. The only law we'd need is one mandating the installation of third-party software packages (APKs on Android and IPAs on iOS).
Is forcing the App Store to compete with the free market a bad thing? It shouldn't be, if the value proposition is there.
Re: Apple Reports Fourth Quarter Results
#346Earlier quoted context omitted.
> the first thing they would do if Apple was forced to allow it is launch their own and take Instagram etc. off the official Apple App Store. How do you know? First off, Google allows this on Android, and Meta hasn't made their own store on there. Second off, their revenue from Instagram is largely supplanted by an advertising business that Apple happily supports. They have no reason to remove it from the App Store.…
Apple’s rules against apps tracking users were a massive blow to Meta’s ads business, so they’d certainly take the opportunity to avoid Apple’s restrictions if they could.
> The changes Apple made in iOS 14.5 — asking people if they wanted to opt-out of apps tracking them across the web — is causing tumult for advertisers who rely on Facebook to sustain their businesses. Performance marketers, i.e., those who want you to buy immediately after clicking, are particularly struggling. The masses, they believe, have opted out of letting Facebook track off of Facebook, so they can’t be sure if people are buying their products after seeing their ads. Facebook expects them to spend less money as a result.
How does any of that rely on the App Store, Apple's 30% cut, or even the state of app distribution on iOS?
Re: Apple Reports Fourth Quarter Results
#347Earlier quoted context omitted.
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…
I thought my M2 MBA was making noise today, but it turned out it was the neighbor's HVAC unit. With my Intel MBP, I wouldn't have been able to even hear the neighbor's HVAC through our closed windows. Life is good!
Anyway, I’m so focussed listening to the lack of fan noise that I sometimes hear a ‘phantom’ fan noise. Like the lack of fan noise doesn’t seem right so my brain makes it up.
I love this m2 Air so much.
Re: Apple Reports Fourth Quarter Results
#348Earlier quoted context omitted.
Not sure Satya cares. He is the one responsible for Azure and cares far more about Microsoft 365 and getting their services onto as many platforms as possible. So use your Mac long as you're using Word, Outlook, Teams etc.
Makes a lot of sense. I wonder how much money Microsoft could save if they simply maintained Windows with the minimum effort possible, instead of spending all this extra effort doing horrible things to it.
Re: Apple Reports Fourth Quarter Results
#349Earlier quoted context omitted.
> So the solution is to let another big tech be the gatekeeper? No, the solution is explicitly stopping big tech from being a gatekeeper. Apple can continue to sell their "premium" App Store with amazing security benefits and brilliant moderation, while advanced users can toggle the "freedom mode" setting or whatever and go get IPA files off Github. It's not some pie-in-the-sky concept, it's how software distribution…
> Not until you start telling me that I don't have a right to eat food that the FDA hasn't approved for me. If you only eat FDA-certified food, good for you. It's a service the government provides free-of-charge, and some people like it. It is illegal to import unapproved drugs, so yes FDA can stop you. And no the FDA is not really “free-of-charge” since you pay them through your tax dollars. But I concede that, like…
Because both of us can coexist without forcing the other out of the room. John Deere didn't have a right to fleece farmers just because some people would pay for their premium services and others would not. They were sued for antitrust violation because of this[0], which isn't a far cry from the way Apple treats their repair partners or developers. The precedent of the law doesn't appear to align with Apple's business values, and I'm frustrated with the way they disregard the freedom of their users. They should put their money where their mouth is and empower users instead of trying to squeeze a few more dimes out of them. They are the largest company in the world, I should not be hearing "technical excuses" vis-a-vis distributing software like we have since the stone age of computing. It's not healthy, and it shouldn't take a village to argue that.
> I don’t want iOS to allow third party app stores because I don’t want another attack vector to be introduced into the system.
You don't need to use third-party software, or ideally even enable package installation by default (a-la Android). As-is though, Apple still has generic files for installing packages internally (IPA), and that "attack vector" is still there, just behind a small gate. Meanwhile, people are installing iPhone rootkits through invisible iMessage exploits... it's not a great look.
[0] https://lawstreetmedia.com/news/agriculture/john-deere-sued-...
Re: Apple Reports Fourth Quarter Results
#350Earlier quoted context omitted.
Apple’s rules against apps tracking users were a massive blow to Meta’s ads business, so they’d certainly take the opportunity to avoid Apple’s restrictions if they could.
Apple's changes that hurt Facebook were not even related to the App Store at all. Study your examples before you cite them: https://www.cnbc.com/2021/09/24/apples-ios-changes-hurt-face... > The changes Apple made in iOS 14.5 — asking people if they wanted to opt-out of apps tracking them across the web — is causing tumult for advertisers who rely on Facebook to sustain their businesses. Performance marketers, i.e., t…