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

181–190 of 251 posts

Re: Apple reports Q3 results

#181

Post by danielheath »

flatiron wrote: post #160
read_if_gay_ wrote: post #148

Earlier quoted context omitted.

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.

You get considerably more power per dollar out of a VPS (at the cost of needing an internet connection to use it)

Re: Apple reports Q3 results

#182

Post by jen20 »

Jommi wrote: post #35
shmatt wrote: post #6

Earlier quoted context omitted.

Unemployed Americans have (temporarily) discovered the world of fare living-wage unemployment that expires tomorrow. If you don't live in NY or CA, those extra $600 a week can go very far, and have probably helped stimulate the economy greatly

What planet are we living on? 600 a week is 2400 a month, which way over any entry level salary in Europe. How inflated are the salaries in US? Or are people used to some really abnormal level of living?

> which way over any entry level salary in Europe

The minimum wage for adults worked full time in the UK (and similar in France) currently equates to 1,524EUR, which comes out as 1,807USD. Most salaried positions would yield more than that.

Re: Apple reports Q3 results

#183

Post by davidbarker »

scarface74 wrote: post #151
gboss wrote: post #143

Earlier quoted context omitted.

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…

Have you considered earphones for your dad? I only ask because my grandmother was quite hard of hearing before she passed away recently and would often miss a lot of the conversation on FaceTime, but once I bought just some standard EarPods for her iPad, she could hear much better.

Sounds like FaceTime alone is a big improvement over the regular phone, but I thought maybe earphones might be even better.

Re: Apple reports Q3 results

#184

Post by ksec »

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…

>Services include a lot of recurring revenue so they should be consistently growing QoQ.

You will need to examine Apple's Services Revenue more closely. Apple puts $10/ unit to Services as OS / Map / Siri usage. Considering Apple had record iPhone / iPad / Mac Shipment per quarter.

Google paid Apple roughly $10 per year per Active User as default search placement. Or Roughly $10B per year.

App Store is by far the largest source of Services Revenue.

Considering Apple said in the conference call all of their Apple Services users are growing ( Referring to TV+, Music and News, but we dont know if those are paying members because the TV+ membership could easily be skewed. ). The only variable in QoQ decline is likely App Store Revenue.

80% of App Store Revenue are Gaming. So this suggest people are buying less in game items.

Re: Apple reports Q3 results

#185

Post by scarface74 »

davidbarker wrote: post #183
scarface74 wrote: post #151

Earlier quoted context omitted.

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…

Have you considered earphones for your dad? I only ask because my grandmother was quite hard of hearing before she passed away recently and would often miss a lot of the conversation on FaceTime, but once I bought just some standard EarPods for her iPad, she could hear much better. Sounds like FaceTime alone is a big improvement over the regular phone, but I thought maybe earphones might be even better.

They won’t go near earphones. They think it will make his hearing worse. Whether that is true or not, that’s a hill I don’t want to die on. iOS has a live listen mode too that will pipe sounds from the iPhone (and maybe iPad?) to AirPods.

Re: Apple reports Q3 results

#186

Post by scarface74 »

nutshell89 wrote: post #145
tqi wrote: post #59

Apple, Alphabet, Amazon, and Facebook, which combined are worth almost $5 trillion dollars[1] all releasing earnings on the same day seems crazy. From what I could find, that is 14% (5T/35T) of the total stock market posting earnings on the same day [2]. I'm curious if anyone has thoughts on what effect that has on the overall market in terms of volatility? (I really have no good idea as to how any of this works) Cou…

I guess this is the biggest argument for breaking up the tech giants - not only are there clear examples of each company either abusing public trust or using their size in anti-competitive ways, but their wealth shields them from having to meaningfully engage with the public at large or reign in said behavior.

There are alternative to each of the four. No one forces anyone to use any of their products.

Definitely no one forces people to buy Apple’s products at a large premium over their competitors. I would say that Apple has to work harder to get users to willingly depart with their cash.

Re: Apple reports Q3 results

#187

Post by scarface74 »

ksec wrote: post #184
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…

>Services include a lot of recurring revenue so they should be consistently growing QoQ. You will need to examine Apple's Services Revenue more closely. Apple puts $10/ unit to Services as OS / Map / Siri usage. Considering Apple had record iPhone / iPad / Mac Shipment per quarter. Google paid Apple roughly $10 per year per Active User as default search placement. Or Roughly $10B per year. App Store is by far the lar…

This also might be by design. Apple has to know that Apple Arcade is going to cause less people to spend money on pay to win games. If Apple Arcade encourages more hardware sells, they would be okay with that.

If every single pay to win an advertiser supported game disappeared, nothing of value would be loss.

Re: Apple reports Q3 results

#188

Post by davidbarker »

scarface74 wrote: post #185
davidbarker wrote: post #183

Earlier quoted context omitted.

Have you considered earphones for your dad? I only ask because my grandmother was quite hard of hearing before she passed away recently and would often miss a lot of the conversation on FaceTime, but once I bought just some standard EarPods for her iPad, she could hear much better. Sounds like FaceTime alone is a big improvement over the regular phone, but I thought maybe earphones might be even better.

They won’t go near earphones. They think it will make his hearing worse. Whether that is true or not, that’s a hill I don’t want to die on. iOS has a live listen mode too that will pipe sounds from the iPhone (and maybe iPad?) to AirPods.

Ah, that’s a shame. I wouldn’t be surprised if FaceTime gets closed captions in a future iOS release (with all recognition done on device, of course), which I can see being very useful.

Re: Apple reports Q3 results

#189

Post by spideymans »

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)

Got my nephew the $329 iPad, and its been great. No major complaints. We initially got him a similarly priced Chromebook, as they’re education targeted, but quickly returned. The Chromebook was unexpectedly sluggish and cumbersome.

Any educational apps you can recommend?

Re: Apple reports Q3 results

#190

Post by JumpCrisscross »

schrodinger wrote: post #153
throwaway5792 wrote: post #126

Earlier quoted context omitted.

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 t…

> it also isn’t a fair indicator of the total value of the company

Public company acquisition prices are highly correlated with their market caps. In fact, in acquisitions, the acquirer generally pays a premium to the market cap [1].

[1] https://cpb-us-west-2-juc1ugur1qwqqqo4.stackpathdns.com/u.os...

Post reply on HN