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Apple reports fourth quarter results

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Re: Apple reports fourth quarter results

#121

Post by JKCalhoun »

nerdsniper wrote: post #112
JKCalhoun wrote: post #106

Earlier quoted context omitted.

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)

iCloud (and the Mac) App Store, AppleCare are Mac products as well. But to your point, sure, Mac sales are a fraction of the phone's—the latter's loss would be devastating for Apple and for services.

It's too bad the world has moved on as it has. I liked Apple a lot when they were just a computer company.

Re: Apple reports fourth quarter results

#122

Post by dghlsakjg »

jajuuka wrote: post #104
giobox wrote: post #74

Earlier quoted context omitted.

> cars have become more complicated and require more diagnostic equipment For the consumable stuff every car owner has to deal with, nothing has really changed in 40 years, honestly! A brake service is still done the exact same way, same with virtually all the fluid services. I just find far more people parrot "modern cars are so complicated" today and don't even consider that in fact, it is relatively simple to chan…

These are all relatively simple TO YOU. You are not everyone though. Some people lack the mobility, strength or even time to do these things. Some people just don't want to get dirty working on their car. Some people don't have the space to do these kinds of maintenance. Not everyone needs to know how to compile their own kernel, build their own furniture or clean their laundry perfectly. Everyone has their own inter…

> These are all relatively simple TO YOU. You are not everyone though. Some people lack the mobility, strength or even time to do these things. Some people just don't want to get dirty working on their car. Some people don't have the space to do these kinds of maintenance.

That is irrelevant to the argument he is making that things have not gotten harder in the last 40 years in regards to car maintenance that you can do at home.

His point is that the perception that car maintenance has gotten harder for the average joe does not match reality. Almost all of the things that need periodic on modern cars are more or less the same as they were in 1985.

Re: Apple reports fourth quarter results

#123

Post by ellisv »

jdross wrote: post #115
moduspol wrote: post #114

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

For tasks like planning travel I often am trying to optimize multiple goals at once. I might find cheaper flights on certain days but more expensive hotels. This is much easier on larger screens because you can view more information side by side.

Re: Apple reports fourth quarter results

#124

Post by lm28469 »

j1elo wrote: post #105
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…

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.

You don't really have to buy a new laptop every year though. If it wasn't for my work provided laptop I'd still use my 2015 mbp

Re: Apple reports fourth quarter results

#125

Post by rconti »

ghaff wrote: post #56
MrGilbert wrote: post #47

Earlier quoted context omitted.

> 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.

More complicated and more reliable!

Re: Apple reports fourth quarter results

#126

Post by rconti »

Jnr wrote: post #75
giobox wrote: post #74

Earlier quoted context omitted.

> cars have become more complicated and require more diagnostic equipment For the consumable stuff every car owner has to deal with, nothing has really changed in 40 years, honestly! A brake service is still done the exact same way, same with virtually all the fluid services. I just find far more people parrot "modern cars are so complicated" today and don't even consider that in fact, it is relatively simple to chan…

Except many new cars are locked down in software, for example not allowing to release rear parking brakes without authorized service subscription, keeping the electronic keys for each VIN unique and stored in the cloud. Yes, there are workarounds on releasing the brakes manually but it is a burden. Also similarly as with iPhones, many cars require connecting to the authorized service to change headlights and other pa…

I don't follow. Every time I drive my car I release the parking brake. On the cars with electronic brakes, you use a button rather than a lever. I'd do it the same way to service the brakes.

Re: Apple reports fourth quarter results

#127

Post by rconti »

doctorpangloss wrote: post #46
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,…

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 ph…

I pay full price up front. Just bought an iPhone 17 pro and sold the 16 pro on Swappa. I've never found a trade-in deal that was better than selling a phone myself, and the 1 or 2 times I've tried it, I've ended up frustrated by having a locked phone, and paid it off early anyway.

The big carriers hide the phone in the price but you're still paying it. I just use US Mobile unlimited plans for $35/mo, plus it gives me free international service which was the real advantage for me. Paying 1/3 the annual service plan and $0/day int'l roaming instead of $15/day.

Re: Apple reports fourth quarter results

#128

Post by astrange »

45764986 wrote: post #71
nomilk wrote: post #42

Earlier quoted context omitted.

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?

If a war rendered TSMC unavailable it would crash the global economy. There is no next best option.

Samsung, Intel, SMIC are not incredibly far behind. TSMC is the best because we (the US and its customers) trust them more than its competitors and so fund its R&D and license them more exclusive technologies.

Re: Apple reports fourth quarter results

#130

Post by ajross »

j1elo wrote: post #105
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…

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.

People do research work without a mac. A Windows box or Chromebook to do the stuff you want is less than half the cost of an Air, and a MBP is priced out of everything but status-conscious executive (and para-executive) consumers and FAANG-adjacent tech folks.
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