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Apple reports fourth quarter results

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Re: Apple reports fourth quarter results

#241
post #28

Earlier quoted context omitted.

Not too long ago the iPad was painted as a disappointing product line, relative to the iPhone. It's still bigger than the entire Mac business. Alas. EDIT: Ack, you're right. Bad comment, self.

No, iPad is not bigger than Mac. It's smaller. Look again at the numbers.

Yeah, but since the average Mac costs >3x the average iPad, we're still talking about 2-3x the number of iPad sales as Mac sales

Re: Apple reports fourth quarter results

#242

Earlier quoted context omitted.

Get back to us if that Dell makes it 10 years without catastrophic failure or pieces falling off.

Want me to tell you about my 3 failed MacBook Pro logic boards? Hate to say it, but Macs aren't any better. I've worked on literally thousands of laptops, and you win some, and you lose some. There are some shitty Dells, and some good Dells, and there are some shitty MacBooks and some good MacBooks. I even have a couple of old Dells that are about 10 years old now. Working just fine too.

Only 3? We had eight failed MBP motherboards before Apple finally told us the next replacement would cost us $1200. We joined a class action lawsuit against Apple and won. My wife refuses to give Apple another dollar, and she owns Apple stock.

Re: Apple reports fourth quarter results

#243

Personal take : The iPhone and services that go with the iPhone (music apps iCloud) together make apple what it is even today. The numbers are huge and the iPhone 17 and 17 Pro are still the gold standard of smartphones. Everything else is probably secondary support hardware and software for the iPhone. I plan on moving away from macOS (maybe Asahi on my old M1 Air but leaning towards Arch on framework) but every att…

> leaning towards Arch on framework

That's a wonderful idea.

> The personal computer vs Mac war is still ongoing but android vs iPhone war was over years ago.

I don't think Macs are even a consideration for most "hackers." You can't build you own machine, Linux support is limited, they just cater to a crowd that wants a polished experience and don't mind giving up their freedom for it.

As for the phone market, I think Apple's success mostly comes to a combination of clever marketing and phone users being on average even less technically-minded than desktop users. Add to that social pressure now the the iPhone is dominant. That being said you couldn't pay me to give up my Pixel running Graphene, a device that is completely immune to corporate spyware, forced "upgrades," sideloading restrictions and compliance with idiotic laws like client-side scanning (if it ever happens).

Re: Apple reports fourth quarter results

#244

Earlier quoted context omitted.

The camera on the back of the phone actually helps quite a bit with said data entry.

I normally ingest csv files exported from my bank - then have to manually tag and relate them (like internal transfers). I have a bunch of scripts to help and wrote a custom web scraper to pull the data, automating much of this, but much is still quite manual.

finance apps will soon automate that kind of things, and most probably the phone app will have it before the web version

there's resource rot it seems, desktop/web have less than the phone, and it shows

hp printer/scanner app is way leaner than anything they've ever released on windows (not saying much but still), same for my bank app it's a bit faster, and better designed (features and ui)

Re: Apple reports fourth quarter results

#245

Personal take : The iPhone and services that go with the iPhone (music apps iCloud) together make apple what it is even today. The numbers are huge and the iPhone 17 and 17 Pro are still the gold standard of smartphones. Everything else is probably secondary support hardware and software for the iPhone. I plan on moving away from macOS (maybe Asahi on my old M1 Air but leaning towards Arch on framework) but every att…

Won where?

Android has about 70% market share and there are countries where only rich people get to use iOS devices.

Other population layers also need phones and digital services.

Re: Apple reports fourth quarter results

#246
post #35

Earlier quoted context omitted.

> Next 5 years or so (or even less) both the iPad and the Wearables, Home and Accessories category will overtake the sales of Macs. Are we reading the same quarterly report? Wearables/Home/Accessories is slightly higher than the Mac, yes, but its a category that has been trending poorly for Apple for ~18 months now IIRC, and that hasn't gotten better this quarter (9.04B->9.01B 3mo YoY). There's no foreseeable future…

I wonder how much the Windows 11 debacle will increase Mac sales by.

Depends where on the world the people are located and their budget for laptops beyond 500 euros.

Re: Apple reports fourth quarter results

#247
post #245

Personal take : The iPhone and services that go with the iPhone (music apps iCloud) together make apple what it is even today. The numbers are huge and the iPhone 17 and 17 Pro are still the gold standard of smartphones. Everything else is probably secondary support hardware and software for the iPhone. I plan on moving away from macOS (maybe Asahi on my old M1 Air but leaning towards Arch on framework) but every att…

Won where? Android has about 70% market share and there are countries where only rich people get to use iOS devices. Other population layers also need phones and digital services.

Android has the biggest market share, but way less margins than Apple; this is true for both phone and the App segments.

Re: Apple reports fourth quarter results

#248

Earlier quoted context omitted.

I wonder how much the Windows 11 debacle will increase Mac sales by.

> Windows 11 debacle Do you really think that anything MSFT has done with MW11 --unfriendly to consumers or not-- will significantly impede the success of MW11?

Nope, because outside Ferrari priced laptops, there is no choice on regular consumer stores.

The option is between Windows, ChromeOS and Android based laptops (aka tablets with keyboards).

Thus most consumers without endless budgets end up getting a Windows laptop, regardless of its current state.

We had the option with Linux, however first all netbooks already showed the trend with OEMs distros (gotta differentiate), Microsoft reacted, and tablets delivered the final blow.

Ideally there would be nice laptops with other options at consumer shops that people during their Weekend window shopping tour would feel like buying on a whim.

Re: Apple reports fourth quarter results

#249
post #245

Personal take : The iPhone and services that go with the iPhone (music apps iCloud) together make apple what it is even today. The numbers are huge and the iPhone 17 and 17 Pro are still the gold standard of smartphones. Everything else is probably secondary support hardware and software for the iPhone. I plan on moving away from macOS (maybe Asahi on my old M1 Air but leaning towards Arch on framework) but every att…

Won where? Android has about 70% market share and there are countries where only rich people get to use iOS devices. Other population layers also need phones and digital services.

For companies revenue and especially profit margin share usually matters much more. If an iPhone user in the US etc. is worth >= 10x more than an user in a third world country (both for manufacturers and ad/service providers that’s a win).

Apple could probably get > 50% market share in those countries if they significantly reduced their margins (they’d still be profitable but of course it makes little sense m)

Re: Apple reports fourth quarter results

#250
post #173
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…

If anything, they're the iPhone company and they are massively understating how much of their revenue is directly attributable to the iPhone. Take "Services" for example: most of their services are things like App Store revenue and Google Search revenue, something they technically have on all of their platforms, but the lion's share of that revenue comes directly from iPhone users subscribed to iPhone apps, playing i…

The day Playground evolves to something similar to XCode is when iPadPro takes over.
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