The walls of Apple's garden are tumbling down
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The walls of Apple's garden are tumbling down
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Re: The walls of Apple's garden are tumbling down
#2It was very surprising that Apple did not strong-arm the EU by threatening to pull out of the area. The short-term loss of revenue from leaving the EU is nothing compared to the long-term decline this is going to cause in Apple's services/subscriptions revenue if the iPhone is commoditized.
Re: The walls of Apple's garden are tumbling down
#3I’ve got to be honest while I appreciate the direction they are forced in, I have yet to find anyone outside the tech industry who actually knows or gives a crap.
Also the only reason Epic and Spotify are after them is not some altruistic reason but they want to be the guys charging the 30% margin.
It’s a bit of a grey victory but I’ll take it.
Re: The walls of Apple's garden are tumbling down
#4It was very surprising that Apple did not strong-arm the EU by threatening to pull out of the area. The short-term loss of revenue from leaving the EU is nothing compared to the long-term decline this is going to cause in Apple's services/subscriptions revenue if the iPhone is commoditized.
There is no way Apple would consider even suggesting pulling out of the EU. The shareholders would hang the entire CXO class in a nanosecond if they even mentioned it.
Re: The walls of Apple's garden are tumbling down
#5> Apple executive Eddy Cue pushed for an Android iMessage app in 2016, but Craig Federighi responded in an internal email that “iMessage on Android would simply serve to remove an obstacle to iPhone families giving their kids Android phones.”
This conversation happened 8 years ago and it was about a product released 12 years ago. If anything, this shows how slow regulators are before they take any action and how they are effectively contributing to building the garden walls, through inaction.
Re: The walls of Apple's garden are tumbling down
#6It was very surprising that Apple did not strong-arm the EU by threatening to pull out of the area. The short-term loss of revenue from leaving the EU is nothing compared to the long-term decline this is going to cause in Apple's services/subscriptions revenue if the iPhone is commoditized.
If Android becomes the only platform with a worldwide reach, no one's going to bother writing apps for iOS anymore.
Re: The walls of Apple's garden are tumbling down
#7I think when companies become a 'necessity' like this, they have to be regulated or broken up. I'm not a big fan of Apple taking a commission if you port an app to their phone and I loathe the idea of having to use iCloud if I want to use Apple Pay, in fact, can't stand the idea of a phone company being my credit card company/bank either.
And don't get me started on non standard USB...what was that? I applaud the EU stepping in and quite frankly i'm looking forward to Apple being broken up. It's that time.
Re: The walls of Apple's garden are tumbling down
#8[flagged]
Re: The walls of Apple's garden are tumbling down
#9> Apple executive Eddy Cue pushed for an Android iMessage app in 2016, but Craig Federighi responded in an internal email that “iMessage on Android would simply serve to remove an obstacle to iPhone families giving their kids Android phones.” This conversation happened 8 years ago and it was about a product released 12 years ago. If anything, this shows how slow regulators are before they take any action and how they…
The truth is, all businesses do what Craig suggested.
AirBnB isn't opening up their platform to Expedia. Meta isn't allowing your Instagram data to be accessed by another platform. Your own company isn't voluntarily making it easier for its customers to leave.
Re: The walls of Apple's garden are tumbling down
#10It was very surprising that Apple did not strong-arm the EU by threatening to pull out of the area. The short-term loss of revenue from leaving the EU is nothing compared to the long-term decline this is going to cause in Apple's services/subscriptions revenue if the iPhone is commoditized.
A quarter of Apple’s revenue is from Europe. (This number includes the UK and a few other smaller non-EU markets, but it’s close enough for comparison purposes.)
I don’t see what would be “short-term” about pulling out of this market entirely. If they lost 25% of their revenue, they’d have to increase revenue in other markets by 33% to make up for it. Where is that going to come from?