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Apple reports fourth quarter results

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Re: Apple reports fourth quarter results

#41

Post by tpurves »

haunter wrote: post #11

Kind of telling that 1, the iPhone outsells every other category by 5-7x ratio, and the Mac (which includes everything from Macbooks to Mac Minis to iMacs) barely sells more than the iPad. 2, Services (iCloud, apps, music, TV shows etc.) now bigger than every other category, except the iPhone, combined Basically 76% of the sales are iPhones and Services (millions) iPhone $209,586 Mac $33,708 iPad $28,023 Wearables, H…

Around a decade ago, even as they were just launching Apple Pay, Apple was trading at a multiple barely over 10x. Street was valuing Apple like a manufacturing OEM company. I remember buying a small chunck of shares at the time thinking, this is crazy, just the services revenue off of owning these platforms is going to become massive one day.

Re: Apple reports fourth quarter results

#43

Post by madeofpalk »

haunter wrote: post #11

Kind of telling that 1, the iPhone outsells every other category by 5-7x ratio, and the Mac (which includes everything from Macbooks to Mac Minis to iMacs) barely sells more than the iPad. 2, Services (iCloud, apps, music, TV shows etc.) now bigger than every other category, except the iPhone, combined Basically 76% of the sales are iPhones and Services (millions) iPhone $209,586 Mac $33,708 iPad $28,023 Wearables, H…

> Services (iCloud, apps, music, TV shows etc.) now bigger than every other category, except the iPhone, combined

This is reputation laundering. 'Services revenue' is undoubtably App Store game microtransactions, bigger than all other services categories combined.

Re: Apple reports fourth quarter results

#44

Post by andy_ppp »

Apple could substantially eat into Nvidia’s AI lunch if they really tried, honestly Macs are fast enough… my guess is by the time M6 is coming out they will have external GPUs available for both the data centre and home use. If I was them I’d already be taking orders, power requirements alone even if they aren’t as fast 2 nodes ahead would make their offering sensational.

Re: Apple reports fourth quarter results

#45

Post by seemaze »

racl101 wrote: post #29
haunter wrote: post #11

Kind of telling that 1, the iPhone outsells every other category by 5-7x ratio, and the Mac (which includes everything from Macbooks to Mac Minis to iMacs) barely sells more than the iPad. 2, Services (iCloud, apps, music, TV shows etc.) now bigger than every other category, except the iPhone, combined Basically 76% of the sales are iPhones and Services (millions) iPhone $209,586 Mac $33,708 iPad $28,023 Wearables, H…

If they ever stopped making Macs guess I'd start using Linux other than just for servers.

Framework desktop incoming here. (mac/iPad/i)OS 26 tipped me over the edge. Eyeing whether 7 years of GrapheneOS on a pixel will suffice as well..

Re: Apple reports fourth quarter results

#46

Post by doctorpangloss »

xfour wrote: post #23
haunter wrote: post #11

Kind of telling that 1, the iPhone outsells every other category by 5-7x ratio, and the Mac (which includes everything from Macbooks to Mac Minis to iMacs) barely sells more than the iPad. 2, Services (iCloud, apps, music, TV shows etc.) now bigger than every other category, except the iPhone, combined Basically 76% of the sales are iPhones and Services (millions) iPhone $209,586 Mac $33,708 iPad $28,023 Wearables, H…

Seems like the obvious reason for this is that Mac is now a niche for people that operate computers, where there are likely 6 people that don't for every 1 that does. We keep hearing that the next generation is "true computer" illiterate. The second reason is likely that there are computers that are 1/3 of the price subsidized by the terrible ad-supported OS installs. (Has anyone tried to setup a MS computer lately,…

It also helps that they are moving phone financing off their balance sheet and onto AT&T’s, where people who don’t know anything think AT&T is giving away iPhone 17s right now, when of course, actually, Apple is.

The better question is, who do you know pays full price up front for an iPhone with no discounts? Only people who destroy or lose their current iPhone? The parents of teenagers giving the teenager the old phone and replacing theirs?

Re: Apple reports fourth quarter results

#47

Post by MrGilbert »

xfour wrote: post #23
haunter wrote: post #11

Kind of telling that 1, the iPhone outsells every other category by 5-7x ratio, and the Mac (which includes everything from Macbooks to Mac Minis to iMacs) barely sells more than the iPad. 2, Services (iCloud, apps, music, TV shows etc.) now bigger than every other category, except the iPhone, combined Basically 76% of the sales are iPhones and Services (millions) iPhone $209,586 Mac $33,708 iPad $28,023 Wearables, H…

Seems like the obvious reason for this is that Mac is now a niche for people that operate computers, where there are likely 6 people that don't for every 1 that does. We keep hearing that the next generation is "true computer" illiterate. The second reason is likely that there are computers that are 1/3 of the price subsidized by the terrible ad-supported OS installs. (Has anyone tried to setup a MS computer lately,…

> We keep hearing that the next generation is "true computer" illiterate.

We had that development with cars. 40 years ago, it was common to fix your own car. Nowadays, we have a subscription for seat warmers. The manual tells you to visit the dealer to get your brakes checked. Makes me sad, somehow. But people have choosen this path as a collective.

Re: Apple reports fourth quarter results

#48

Post by madeofpalk »

nomilk wrote: post #42
oxqbldpxo wrote: post #24

All these companies depend on TSMC for their life.

Had to look up what TSMC meant (Taiwan Semiconductor Manufacturing Company). What would Apple's next best option be if a war rendered TSMC unavailable?

https://www.apple.com/newsroom/2025/02/apple-will-spend-more...

> The fund’s expansion includes a multibillion-dollar commitment from Apple to produce advanced silicon in TSMC’s Fab 21 facility in Arizona. Apple is the largest customer at this state-of-the-art facility, which employs more than 2,000 workers to manufacture the chips in the United States. Mass production of Apple chips began last month.

Re: Apple reports fourth quarter results

#49

Post by FredPret »

lapcat wrote: post #2

This stuck out like a sore thumb to me: Q4 2024: Income before provision for income taxes $29.610 billion, Provision for income taxes $14.874 billion Q4 2025: Income before provision for income taxes $32.804 billion, Provision for income taxes $5.338 billion [EDIT:] The 2024 taxes were actually an aberration. "the one-time charge recognized during the fourth quarter of 2024 related to the impact of the reversal of th…

Corporate income tax is one of those ideas that are immensely popular politically ("someone who is not me will pay billions to benefit me? yay!") but not supported by economic theory or real economic outcomes. Rent control / other price controls is another one ("No more rent increases for me, yay!").

Personal income taxes are a better choice according to [0] and that makes sense if you think about it. Let companies go wild creating wealth; eventually the company matures, growth slows, and instead of reinvesting, the money mostly gets paid out to employees and owners as salaries, dividends, or stock buybacks. That's the point where it's most efficient to tax it.

[0] https://www.economicsobservatory.com/which-taxes-are-best-an...

[1] https://taxfoundation.org/taxedu/primers/primer-not-all-taxe...

Re: Apple reports fourth quarter results

#50

Post by colechristensen »

nomilk wrote: post #42
oxqbldpxo wrote: post #24

All these companies depend on TSMC for their life.

Had to look up what TSMC meant (Taiwan Semiconductor Manufacturing Company). What would Apple's next best option be if a war rendered TSMC unavailable?

>What would Apple's next best option be if a war rendered TSMC unavailable?

Onshore TSMC fabs followed by Intel fabs.

Properly motivated, I think Intel and Apple could do a lot relatively quickly.

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