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Apple reports fourth quarter results

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Re: Apple reports fourth quarter results

#111

Earlier quoted context omitted.

Revenue growth is more interesting than raw revenue: iPhone up 6% YoY, Mac up 13%, iPad flat, Wearables, Home, and Accessories flat. So Mac is doing very well!

Mac hardware has been the best it’s ever been. Though if the Mac Pro with all those slots could run nvidia GPUs I’d be even crazier I think.

Crazier if Apple got into the GPU business.

Re: Apple reports fourth quarter results

#112
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…

Eddy Cue was tasked, over a decade ago?, with getting out front with services. Microsoft was doing it. And no one wants to have all their eggs in the iPhone basket. Congrats to Eddy Cue then?

Most of the "Services" are the App Store and iCloud and AppleCare, so it's still directly tied to market share of the iPhone. If iPhone sales drop 20%, "Services" will drop 15% (with some amount of time lag / smoothing)

Re: Apple reports fourth quarter results

#113

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.

"If it were just GPUs AMD is better positioned than Apple."

Is that true? Does cash mean nothing?

Re: Apple reports fourth quarter results

#114
post #105
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…

I really don't get how people do research work (like finding good flight tickets, or comparing hotels to stay in for a trip) without a computer. I really cannot stand seeing websites in a small screen without the ability to quickly open 4 browser windows with 4 tabs each for different combinations of dates, for example.

I have literally watched my in-laws plan and book a vacation from their smartphones. From their house, where they also have computers.

They're quite different from my side of the family, but the biggest thing is that they've never been big planners. Everything is by the seat of their pants. If you're like that, you're probably OK with taking one of the first three SEO-optimized search results and making it work.

Meanwhile, I'm not booking anything until I have a proposed itinerary.

Re: Apple reports fourth quarter results

#115
post #105

Earlier quoted context omitted.

I really don't get how people do research work (like finding good flight tickets, or comparing hotels to stay in for a trip) without a computer. I really cannot stand seeing websites in a small screen without the ability to quickly open 4 browser windows with 4 tabs each for different combinations of dates, for example.

I have literally watched my in-laws plan and book a vacation from their smartphones. From their house, where they also have computers. They're quite different from my side of the family, but the biggest thing is that they've never been big planners. Everything is by the seat of their pants. If you're like that, you're probably OK with taking one of the first three SEO-optimized search results and making it work. Mean…

How often do you get a meaningfully better result than google.com/flights? Outside of booking with points, it's all basically the same thing and I can book on google on my phone in under a minute

Re: Apple reports fourth quarter results

#116

Earlier quoted context omitted.

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.

Siri can tell the time (I just checked - I’ve never tried before now) and you’ve been able to remove people/cars from photos for a while now I believe. Looks like iOS 16? Still took way too long and it wouldn’t surprise me if it is crap compared to Android (I haven’t used it). They also finally added call screening - idk why that took so long as my Pixel 3 had it over 5 years ago.

Apple is far behind the competition when it comes to image editing...

https://www.instagram.com/reels/DPWkNZHjebe/

Re: Apple reports fourth quarter results

#117

Earlier quoted context omitted.

Mac hardware has been the best it’s ever been. Though if the Mac Pro with all those slots could run nvidia GPUs I’d be even crazier I think.

Crazier if Apple got into the GPU business.

They somewhat are, and have long been, but weren't targeting the same audience as Nvidia has lately.

https://developer.apple.com/videos/play/tech-talks/111375/

Re: Apple reports fourth quarter results

#118
post #105
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…

I really don't get how people do research work (like finding good flight tickets, or comparing hotels to stay in for a trip) without a computer. I really cannot stand seeing websites in a small screen without the ability to quickly open 4 browser windows with 4 tabs each for different combinations of dates, for example.

Is this because they don't have macs or because they spent more on the other stuff? My M1 macBook is 4+ years old and still going strong. How many phones do average people buy in that same time?

Re: Apple reports fourth quarter results

#119
post #105
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…

I really don't get how people do research work (like finding good flight tickets, or comparing hotels to stay in for a trip) without a computer. I really cannot stand seeing websites in a small screen without the ability to quickly open 4 browser windows with 4 tabs each for different combinations of dates, for example.

I'm not going to list specific apps since I don't want to be a shill, but in the last few years the web has become increasingly hostile with ads, fake reviews, bad information (Especially sites like Reddit.com). A lot of places that used to have good information have since been astroturfed. And Search Engines like Google will happily serve them up on the front page of any relevant web search.

"I don't get why the kids these days book their travel using an app" is this generation's "I don't understand why people don't use travel agents". There are better sources of information and that information has moved to walled-garden mobile apps.

Re: Apple reports fourth quarter results

#120
post #115

Earlier quoted context omitted.

I have literally watched my in-laws plan and book a vacation from their smartphones. From their house, where they also have computers. They're quite different from my side of the family, but the biggest thing is that they've never been big planners. Everything is by the seat of their pants. If you're like that, you're probably OK with taking one of the first three SEO-optimized search results and making it work. Mean…

How often do you get a meaningfully better result than google.com/flights? Outside of booking with points, it's all basically the same thing and I can book on google on my phone in under a minute

I live in a place where I have to fly to a nearby bigger airport to go anywhere outside my province. In other words, everything is a compromise on routing, layovers and cost. When I lived in a big city, it was just timing and cost that mattered.

Frequently it isn't that google flights on a phone doesn't find the same flight, its that it is much easier to figure out the tradeoffs with more screen real estate. E.g. I can see that a flight is cheaper, but it involves mixing airlines, and a terminal change that I probably can't trust on a tight schedule in winter.

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