Hacker News Board Hacker News, browsed like a classic message board
Live data from Hacker News

Apple reports Q3 results

apple.com

Post reply on HN
Print view View original

151–160 of 251 posts

Re: Apple reports Q3 results

#151

Post by scarface74 »

gboss wrote: post #143
ajzinsbwbs wrote: post #114

Wow, iPad revenue up 31% YoY after being down ~10% in the last few quarters. Similar numbers to a Q1 (holiday season). I guess it makes sense that the tablet form factor is popular when so many people are indoors. Also, services revenue grew YoY but it’s the first time it didn’t grow QoQ in a long time, so it seems to have stagnated. Services include a lot of recurring revenue so they should be consistently growing Q…

My partner and I bought our God Daughter an iPad for her sixth birthday because we were worried about her not being in school. We installed a bunch of educational apps for her. She loves it. We also get to FaceTime with her and our relatives which is fun. I’m sure a lot of iPads were bought for kids stuck at home. (Edit typo)

I just shipped my parents my 2016 iPad with cellular with my unlimited T-mobile data plan. I removed all of the unneeded apps, installed all of the streaming apps that either I had a log in to, they had a log in to with their cable subscription, and the free streaming apps. I put both of their email addresses in Mail. I also put Office 365. My mom already has one of my six accounts.

Since I can’t see them because of Covid, I can now Facetime them. It was frustrating talking to my dad since he is losing his hearing. He can understand me a lot better when he can see me and FaceTime audio is much clearer than phone calls.

I bought an iPad Air and a pencil to take notes.

Re: Apple reports Q3 results

#152

Post by wutbrodo »

spideymans wrote: post #125
ajzinsbwbs wrote: post #114

Wow, iPad revenue up 31% YoY after being down ~10% in the last few quarters. Similar numbers to a Q1 (holiday season). I guess it makes sense that the tablet form factor is popular when so many people are indoors. Also, services revenue grew YoY but it’s the first time it didn’t grow QoQ in a long time, so it seems to have stagnated. Services include a lot of recurring revenue so they should be consistently growing Q…

>Wow, iPad revenue up 31% YoY after being down ~10% in the last few quarters. Similar numbers to a Q1 (holiday season). I guess it makes sense that the tablet form factor is popular when so many people are indoors. I wonder how much this has to do with the release of iPadOS 13, which has made the iPad a significantly more capable "computer" than previous versions of the operating system. For the majority of users (yo…

> For the majority of users (you don't fall into this category, fellow Hacker News reader), the capabilities of iPadOS are quickly approaching that of macOS.

Huh wow, I haven't thought about iPads for a while, but apparently they even added multiple windows (predictably, 5 years late). That's probably the biggest blocker I considered that made tablets a toy even for laymen users (you hardly need to be a leet haxorz to use multiple windows)

Re: Apple reports Q3 results

#153

Post by schrodinger »

throwaway5792 wrote: post #126
nojito wrote: post #106

Earlier quoted context omitted.

Market cap is an irrelevant measure. It's simply the price of the last sold share * number of shares outstanding.

Why is that irrelevant?

It’s not irrelevant, but it also isn’t a fair indicator of the total value of the company. Let’s say a company had 1000 shares outstanding at $1000 each. Just because one person would buy a share for $1k doesn’t mean that anyone would buy the whole company for $1mm.

If people started selling off their shares, the share price would drop, so maybe in the end this hypothetical company would end up worth $500k. I’m not the original commenter, but I assume that was their point.

Re: Apple reports Q3 results

#154

Post by VikingCoder »

casefields wrote: post #136
VikingCoder wrote: post #101

Earlier quoted context omitted.

I'm surprised to see you say "most people," as Android is what, 85% of the market?

Not in the US which is what OP was referring to. Also, that worldwide market share is massive for junky low-end androids. iPhone alone is ~50% of US market share: https://www.statista.com/topics/2711/us-smartphone-market/ Android splits the rest.

Sorry, where does it say or imply "US"?

Presumably people are buying the best phone for their budget and needs. Per OP, "They don't own a PC, this is the only way to safely conduct e-commerce." How many people with an iPhone do you want to bet have a PC, versus how many people with a "junky low-end android"? I'll bet you vastly more iPhone owners have another computer.

Re: Apple reports Q3 results

#155

Post by twblalock »

nostrademons wrote: post #147
twblalock wrote: post #138

Earlier quoted context omitted.

> Houses are ~$10K/month and up. That's way high. A million-dollar house on a 30-year fixed-rate mortgage, assuming a 20% down payment, is ~4800/month including property tax. With a 10% down payment it would be about $5800/month. To get to a $10k/month housing bill you need to buy a place that costs close to $2 million. The median sales price in Santa Clara county is closer to $1.3 or $1.4 million. Most people are pa…

The median buyer in Santa Clara County buys a condo - that's what's going for $1.3-1.4M. Low-end SFHs - we're talking a 3/2 built in the 1950s - go for about $1.8-$1.9M in Mountain View, $1.6-1.7M in Sunnyvale. A SFH like what you'd get in most of the rest of the U.S. - 4/2.5 or 5/3 on 1/4 acre lot, built somewhere between the 70s and 00s - will run about $2.4-2.8M.

No, the median SFH sales price in Santa Clara county is ~1.4 million. I just looked it up. https://scc.rereport.com/market_reports

Mountain View is one of the most expensive cities in the county, second to Palo Alto and maybe Los Altos. Most of the area is cheaper.

Re: Apple reports Q3 results

#157

Post by alacombe »

throwanem wrote: post #14
matthewdgreen wrote: post #3

Given the high rates of unemployment in the US and around the world (with possibly worse to come) this kind of consumer spending on luxury goods is pretty remarkable. Wonder how sustainable it is.

Wouldn't surprise me if a lot of people are buying new phones while they're sure they can, to avoid the risk of being stuck with an old and potentially failing one when they can't. Phones are luxury goods only up to a point. Especially once you're invested in an app store, it can cost a good deal to switch platforms. And it should be news to no one that having access to communications grows more, not less, important,…

> Wouldn't surprise me if a lot of people are buying new phones while they're sure they can, to avoid the risk of being stuck with an old and potentially failing one when they can't.

I think you're incorrectly assuming people are good at any form of long term financial planning...

Re: Apple reports Q3 results

#158

Post by wwright »

spideymans wrote: post #125
ajzinsbwbs wrote: post #114

Wow, iPad revenue up 31% YoY after being down ~10% in the last few quarters. Similar numbers to a Q1 (holiday season). I guess it makes sense that the tablet form factor is popular when so many people are indoors. Also, services revenue grew YoY but it’s the first time it didn’t grow QoQ in a long time, so it seems to have stagnated. Services include a lot of recurring revenue so they should be consistently growing Q…

>Wow, iPad revenue up 31% YoY after being down ~10% in the last few quarters. Similar numbers to a Q1 (holiday season). I guess it makes sense that the tablet form factor is popular when so many people are indoors. I wonder how much this has to do with the release of iPadOS 13, which has made the iPad a significantly more capable "computer" than previous versions of the operating system. For the majority of users (yo…

Personally I regret the new OS features; I find them clumsy and bothersome. I love the iPad overall though. (I’ve been all in on Apple since ‘08 for context.)

Re: Apple reports Q3 results

#159

Post by alacombe »

reaperducer wrote: post #51
throwanem wrote: post #14

Earlier quoted context omitted.

Wouldn't surprise me if a lot of people are buying new phones while they're sure they can, to avoid the risk of being stuck with an old and potentially failing one when they can't. Phones are luxury goods only up to a point. Especially once you're invested in an app store, it can cost a good deal to switch platforms. And it should be news to no one that having access to communications grows more, not less, important,…

Perhaps also that Apple is known for making quality phones. In times of economic pressure, people buy for the long-term.

In times of economic pressure, buying a $1000 phone is not the smartest idea.

Re: Apple reports Q3 results

#160

Post by flatiron »

read_if_gay_ wrote: post #148
spideymans wrote: post #125

Earlier quoted context omitted.

>Wow, iPad revenue up 31% YoY after being down ~10% in the last few quarters. Similar numbers to a Q1 (holiday season). I guess it makes sense that the tablet form factor is popular when so many people are indoors. I wonder how much this has to do with the release of iPadOS 13, which has made the iPad a significantly more capable "computer" than previous versions of the operating system. For the majority of users (yo…

iPadOS 13, the new keyboard with trackpad and a cloud VPS mean even for typical HNers the capabilities of iPadOS are quickly approaching that of macOS. For me, it’s totally replaced my laptop. I still need a desktop because a fair number of very specific things are a PITA on the iPad but in general it offers a much nicer UX than my previous ThinkPad.

I dunno man. I spend my life in the command line. I don’t think anything could replace a Linux laptop right now for sheer flexibility and power.
Post reply on HN