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Apple reports fourth quarter results

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Re: Apple reports fourth quarter results

#211

Post by Razengan »

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've been using my 16" MacBook Pro with M2 Max and 32 GB of RAM, 1 TB of SSD, for more than 2 years and I feel or see no reason to upgrade.

At least not until there's an external design refresh. But maybe I'll get the M5 Max just for the heck of it.

Mostly because it'd be a pain to move all the data and state (the Time Machine or Mac-to-Mac transfer is not always perfect and hands-free in my experience)

They're just too good for their own good.

Re: Apple reports fourth quarter results

#212

Post by Razengan »

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.

> I really don't get how people do research work … without a computer

People used to do it in their heads.

Einstein, Tolkien, Hawking, Newton, Shakespeare, Euclid, Archimedes.

With paper being an storage medium they occasionally saved to :)

> (like finding good flight tickets, or comparing hotels to stay in for a trip)

Heck I was doing EXACTLY that on an iPhone while loafing at a friend's just now, because I wanted to make the most of my time and I don't want to carry my laptop/iPad anywhere.

Lightweight XR glasses would be the best of both worlds.

Re: Apple reports fourth quarter results

#213

Post by wtallis »

leptons wrote: post #156
JKCalhoun wrote: post #109

Earlier quoted context omitted.

It's hard to see someone living under a rock for this long suddenly deciding to switch the Mac. I suspect iPhone adoption has done a lot more toward Mac adoption.

We have a 2015 MPB that can no longer receive OS updates, because apple reasons. And because it can't get the latest OS, it can no longer run Signal, or the latest Adobe stuff that we need. So we ditched Apple and bought a Dell. So far it's working great.

> We have a 2015 MPB that can no longer receive OS updates, because apple reasons

That CPU was dropped from Windows 10 support with 22H2, pretty much the same time that Apple stopped supporting it in macOS. The last build of Windows 10 supporting that CPU reached "end of service" more than two years ago.

Re: Apple reports fourth quarter results

#214

Post by dogsgobork »

onlyrealcuzzo wrote: post #206
lateforwork wrote: post #40

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!

Interesting that Wearables is flat. AirPods completely saturated their market incredibly quickly.

The changes for the watch were also very uninspiring this year.

Re: Apple reports fourth quarter results

#215

Post by Razengan »

musicale wrote: post #204
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…

Great, Apple is probably going to force more ads onto all of its platforms to drive service growth. In ancient times Apple prided itself on not polluting its platforms with intrusive advertisements, but the line has been crossed and going back seems unlikely at this point.

Yeah, the corporation cancer.

DRM slowdowns have also made the built-in apps like TV worse for watching shows than just pirating and watching them with IINA etc. In Jobs' days iTunes even let you play purchased songs on any computer.

I wish there was a law or something that did not allow shareholders & board members who did not have an understanding of the industry, to influence or dictate the course of a company, without feedback from its USERS/customers.

Re: Apple reports fourth quarter results

#216

Post by valleyer »

willis936 wrote: post #171
FredPret wrote: post #49

Earlier quoted context omitted.

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…

Thinking the last part is happening or will happen anytime soon feels very naive. Advantaged companies have the means to not pay their fair share and they never will. Corporate tax rates were insanely higher many decades ago. Both industry and the public thrived despite it. Corporate tax rate slashed, public flounders, corporations act in ungrounded and bizarre ways. This is not a healthy system.

> Thinking the last part is happening or will happen anytime soon feels very naive.

"The last part" of GP is taxing the company's money when it's distributed to shareholders, and that is absolutely already happening. You might not like the current rates or loopholes (neither do I), but I think most of the somewhat-wealthy big tech engineers on this board can attest that it "is happening".

Re: Apple reports fourth quarter results

#217

Post by wyclif »

chaseadam17 wrote: post #192
jdross wrote: post #115

Earlier quoted context omitted.

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

Dude, you've got to check every possible combination of departure and arrival dates from each different nearby airport then check everything again as one ways using different carriers then compare paying cash to using points then compare Airbnb to hotels then recheck the flights to make sure that paying slightly more for different dates or routes wouldn't be offset by saving more on the hotel... then you can book. Ta…

At this point, don't AI agents help a lot with this and diminish the need for the workflow you're describing?

Re: Apple reports fourth quarter results

#218

Post by vczf »

asdff wrote: post #146
jajuuka wrote: post #104

Earlier quoted context omitted.

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…

Stuff like changing cabin air filter or your own oil takes no additional space beyond the space already occupied by the parked car. You don't even need to lift the car to change the oil in most cases unless the car designers were massochists. Sure, maybe not everyone can get down on their back anymore, but that shouldn't be an issue for able bodied people.

Doing your own oil changes is not worth the hassle when considering the risk of a spill and the difficulty of legal disposal—unless you have a fancy engine that needs frequent oil changes.

Cabin air filter and wiper fluid, sure. Headlights and taillights used to be a no-brainer, but now those are often sealed LED assemblies and difficult to access as well.

Re: Apple reports fourth quarter results

#219

Post by jplrssn »

valleyer wrote: post #216
willis936 wrote: post #171

Earlier quoted context omitted.

Thinking the last part is happening or will happen anytime soon feels very naive. Advantaged companies have the means to not pay their fair share and they never will. Corporate tax rates were insanely higher many decades ago. Both industry and the public thrived despite it. Corporate tax rate slashed, public flounders, corporations act in ungrounded and bizarre ways. This is not a healthy system.

> Thinking the last part is happening or will happen anytime soon feels very naive. "The last part" of GP is taxing the company's money when it's distributed to shareholders, and that is absolutely already happening. You might not like the current rates or loopholes (neither do I), but I think most of the somewhat-wealthy big tech engineers on this board can attest that it "is happening".

The more you concentrate taxation via capital gains, the more you incentivise the type of tax strategy where people just leave the state/country before cashing out. Countering that with exit taxes and such is hard.

Taxing company profits directly may be less efficient from an economics point of view but it's much more politically palatable.

Re: Apple reports fourth quarter results

#220

Post by musicale »

Razengan wrote: post #215
musicale wrote: post #204

Earlier quoted context omitted.

Great, Apple is probably going to force more ads onto all of its platforms to drive service growth. In ancient times Apple prided itself on not polluting its platforms with intrusive advertisements, but the line has been crossed and going back seems unlikely at this point.

Yeah, the corporation cancer. DRM slowdowns have also made the built-in apps like TV worse for watching shows than just pirating and watching them with IINA etc. In Jobs' days iTunes even let you play purchased songs on any computer. I wish there was a law or something that did not allow shareholders & board members who did not have an understanding of the industry, to influence or dictate the course of a company, wi…

Stakeholders such as customers, employees, and the general public are all affected by corporate actions, but they don't seem to have much of a voice in current corporate governance structures.

Google's law says that "don't be evil" and "unlimited growth" are ultimately opposing forces.

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