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Apple Reports Fourth Quarter Results

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Re: Apple Reports Fourth Quarter Results

#391

Post by krzyk »

MichaelZuo wrote: post #297
smoldesu wrote: post #261

Earlier quoted context omitted.

That's great, I support that option for you. Personally, I just want to use the Open Source apps that Apple won't let me install. If I can have that, then there's no reason we can't both live in perfect harmony. That system works perfectly fine on Android and Google even manages to make a handsome bundle off the Play Store to boot.

It can't work unless Apple is allowed to sell phones without a warranty, which is illegal in most countries.

EU will force them to open up. Just like with usbc.

Re: Apple Reports Fourth Quarter Results

#392

Post by nine_k »

_hypx wrote: post #354
dumpsterdiver wrote: post #301

Earlier quoted context omitted.

I tried Android years ago when I bought an abominable B&N Nook Color, and it became clear very quickly that there was no plan to keep the device updated with security patches, etc. Not only that, but the OS had been grotesquely hobbled in an attempt to keep you within B&N's sad walled garden. I understand there are flagship devices that don't have this problem, and maybe this is unfair of me, but I came to expect tha…

The Nook was a failure because B&N does not have the resources to maintain their own platform. Samsung is probably the only real competitor to Apple here. However, in the long run, it is likely that open platforms will win. Eventually, the Android ecosystem will get to a point where such software updates stop being a challenge. Then you can just buy a generic Android phone and nearly everything will work. Probably it…

You already can buy a generic Android phone, and everything works in it, if the manufacturer is sane.

But you can't get security updates for a long time, except for a few models into which manufacturers or enthusiasts put efforts.

Linux kernel does not have a stable binary interface. Most phone devices (cameras, fingerprint sensors, even video controllers and radio modules have closed-source drivers. You can't expect manufacturers of these parts to update the drivers for their 3-year-old components for a newer kernel: they want to sell this year's parts instead. Reverse-engineering these drivers is tedious, and only buys you a few years on a handful of models.

Long-term support works for Apple because they have essentially one line of phones, with a narrow set of components, and an enormous power over suppliers. So they can afford to buy serious users' loyalty.

Re: Apple Reports Fourth Quarter Results

#393

Post by aliqot »

duped wrote: post #74
spaceman_2020 wrote: post #30

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.

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…

I have 0 smart devices. It's nice.

Re: Apple Reports Fourth Quarter Results

#394

Post by Maursault »

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…

> looks like apples cash reserves peaked around 2019 at $107 billion dollars.

Cash peaked in 2018 with twice that.

Re: Apple Reports Fourth Quarter Results

#395

Post by krzyk »

mostlysimilar wrote: post #260
smoldesu wrote: post #185

Earlier quoted context omitted.

> 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. The only way I would be okay with this is if Apple required any app you provide in an alternative store must be available in the official App Store as well. The last thing I want is for Meta to come along and mandate you install their 3rd party app store in order to use Instagram. I don't even want this app on my phone but I use it to keep in touch with fri…

This did t happen on Android, won't happen on ios.

Re: Apple Reports Fourth Quarter Results

#396

Post by js2 »

odysseus wrote: post #262
js2 wrote: post #122

Earlier quoted context omitted.

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…

Criterion's app is nice but their movie selection is ... not great. I've watched a good portion of their films and less than half have turned out to be worth watching. But this is no surprise. Per this quora answer by Larry Wright ( https://qr.ae/pvlbgP ) - > Note that Criterion is a video distribution company. One may still wonder exactly whom makes the selections and with what credentials. Co-founder Robert Stein's…

Different strokes for different folks. I watch a lot of old films. My letterboxd watchlist currently contains 365 films which can be streamed thusly:

69 are available on Criterion. 61 are on HBO. 22 are on Amazon Prime. 17 are on Netflix. 15 are on Hulu. 6 are on Disney+.

240 are available as rentals on on iTunes.

(And I have no idea who Larry Wright is or why I should give any credence to his snarky remark where he picked two films that are not at all representative of the full Criterion catalog and neither of those films are currently on Criterion in any case. To pick a random selection of 5 on Criterion from my watchlist: Story of Women, White Material, Woman in the Dunes, Piccadilly, The Thin Blue Line.)

Re: Apple Reports Fourth Quarter Results

#397

Post by aliqot »

Gigachad wrote: post #272
junofan wrote: post #35

Earlier quoted context omitted.

Even Linus Torvalds uses a MacBook now. I just can’t find nicer machines out there.

This fact amused me when I found out. He did part of the work to port fedora to the M series. He also has stated a few times that he can’t stand fan noise. His home office has a threadripper desktop designed to be silent.

wait, you can run Fedora on m1?

Re: Apple Reports Fourth Quarter Results

#398

Post by dillondoyle »

RC_ITR wrote: post #11
est31 wrote: post #5

Earlier quoted context omitted.

2% of (nominal) US GDP! If Apple were a country, it would rank in the top 30.

Sure, but Apple books revenue gross and a lot of it is from components they buy from other people in other countries, which would be excluded from a GDP calculation. An extreme similar example of this is Mckesson [0], which does $260bn of revenue a year (mostly buying pills from pharma companies and re-selling them to pharmacies) but only $11bn of gross profit, since they spend $250bn/year just buying those pills. [0…

'only' for a middleman, who doesn't even do the bare minimum job of saying: hey, we're shipping more opiate pills to this zip code every month than there are people x 100

Re: Apple Reports Fourth Quarter Results

#400

Post by alanfranz »

grogenaut wrote: post #355
tbrock wrote: post #242

Earlier quoted context omitted.

On android you’d be lucky to get more than a single OS update that added new features or functionality.

I've got a Moto 5G stylus, it was $280 on prime day, $450 normal. It'll get 3-5 more years of os updates. Battery lasts 2-3 days for me. It's so cheap I don't get insurance (would lose money in like 8 months) or care. I broke the screen 4 days in because I'm a dummy, but a replacement was on ebay for $40 shipped next day. I fixed it myself. No Multi-$K tool fixtures. I used an ios for other reasons. They're basically…

Are you sure you will get 3-5 years of os updates? Is there a “plea” somewhere? And how many majors?

Are you sure it will keep working fine after two major updates or it will slow down terribly?

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