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Apple reports fourth quarter results

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Re: Apple reports fourth quarter results

#51

Post by reaperducer »

andy_ppp wrote: post #44

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.

by the time M6 is coming out they will have external GPUs available for both the data centre and home use.

I thought there were already external GPUs for Macs. Since before COVID, IIRC.

Re: Apple reports fourth quarter results

#52

Post by ghaff »

lapcat wrote: post #27
haunter wrote: post #25

Earlier quoted context omitted.

Yeah you are right, my bad! Fixed

I think your conclusion is also wrong. iPad sales are flat, and wearables are actually declining: (Wearables, home, and accessories already surpassed Mac sales, although I don't know what exactly is included in accessories.) Also, I don't think it's useful to compare wearables to Mac, because Watch isn't much of a computing platform, AirPods aren't a computing platform at all, and Vision Pro has almost no sales. This…

I find iPads only marginally interesting now that I don't travel as much. Although the newer magnetic keyboards make them more usable as laptop replacements than they used to be. (Still not totally sold--maybe next longer trip.)

Re: Macbooks generally. My mind was somewhat blown when a former co-worker told me their kid didn't want a Macbook. They were fine with an iPhone for their schoolwork.

Personally, I still find MacBooks as the least replaceable category--other than the iPhone. Anything else I could live without as needed.

Re: Apple reports fourth quarter results

#54

Post by smt88 »

alsetmusic wrote: post #21
WorldPeas wrote: post #3

[flagged]

> Make products people want and they buy, ignore them, and they don't. What does this even mean? When I went to my local Apple Store to see the iPhone air in person (to decide if it was right for me, which it was), they had a line out the door for people who wanted to buy new phones. Their Mac business is very healthy since introducing their own silicon. Everyone in the Bay Area (skewed, I know) has AirPods on the tr…

AirPods are certainly super popular, but I can't think of many places that are extreme outliers in almost every category like the Bay Area. A lot of startups have failed assuming their business that worked for Bay Area customers would work elsewhere.

Re: Apple reports fourth quarter results

#56

Post by ghaff »

MrGilbert wrote: post #47
xfour wrote: post #23

Earlier quoted context omitted.

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.

People choose what to outsource and, as cars have become more complicated and require more diagnostic equipment, they go to a dealer/mechanic. Personally, I've never done a lot of personal car mechanic work.

On the other hand, I've done my own cooking more than not.

You make choices about what you do yourself and what you have others do for you.

Re: Apple reports fourth quarter results

#57

Post by eastbound »

peterspath wrote: post #22
bilsbie wrote: post #12

How come they don’t add AI?

They have enough "AI" stuff. People just don't know it is AI. That is the best way of integrating AI into your product(s). The tech behind stuff doesn't really matter for the end user. other companies should also follow that trend, use ai for useful features, just give the feature a good name... no need to mention "ai"... because next year it could be something else that is powering the feature.

Siri can’t tell the time and people on Android can remove passerby’s from pictures, we can’t. I’m an Apple fanboy but Apple has been coasting for 10 years.

Re: Apple reports fourth quarter results

#58

Post by aauchter »

FredPret wrote: post #49
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 g…

Correct. Corporate income tax is really a tax on shareholders (alternative to paying tax is paying shareholders a dividend). The corporate tax rate hits all owners regardless of income/wealth. That includes pension funds, 401ks, small investors, etc. Proponents of progressive taxes should be against corporate tax and in favor of income tax, property tax, etc.

Re: Apple reports fourth quarter results

#59

Post by maximus_01 »

tpurves wrote: post #41
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.

Good investment decision and obviously the street was very wrong, but the reason the multiple was low was because of concerns earnings were at risk from a) their issues in China (which they solved, at least for now, but was a very valid concern at the time) and b) android eating them (there was a narrative they were about to be blackberried, or that android was doing what windows did to mac). There are good reasons why that didn't happen.

Re: Apple reports fourth quarter results

#60

Post by fnordpiglet »

andy_ppp wrote: post #44

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.

I don’t think so. The GPU die itself isn’t the key it’s the interconnects and data center scale infra coupled with their closed software. If it were just GPUs AMD is better positioned than Apple.
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