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Apple Reports Declining Profits and Slowing Growth Again

nytimes.com

251–260 of 527 posts

Re: Apple Reports Declining Profits and Slowing Growth Again

#251

Earlier quoted context omitted.

If one of these major launches is a MacBook Pro with the same (or better) specs (esp video graphics) as their latest MacBook Pro, but without a TouchBar, they will get at least $2,500 from me. If one of these major launches is an iPhone X-like phone with a thumbprint reader (home button or otherwise), they will get at least another $1,000 from me.

I have an pre-touchbar macbook pro on my desk that I've been using as an in-place workstation. For some reason, I pulled it out of its place and opened it up this past week, and I was blown away by the improved typing experience. I think that I'll be upgrading back to the old one going forward. And I promise that the next laptop I buy (or my company buys for me) won't have a touch bar or a butterfly keyboard.

Devs at our company are starting to flee to Dell/Linux. Nice keyboards, screens and 64GB of RAM.

Re: Apple Reports Declining Profits and Slowing Growth Again

#252
post #94

I don't understand why these articles think that people will just keep buying, like in the past decade the lifespan of devices has become bigger and bigger. I'm typing this post on a 2013 Macbook and I'm sure a lot of other users are using older laptops than that, that run perfectly fine. Like does the media just expect people to be buying new stuff again and again? I don't know if I'm just missing the point or somet…

Macs have always been durable. Nothing has changed in that regard. If anything they've become less repairable and user-upgradable, shortening replacement cycles.

Re: Apple Reports Declining Profits and Slowing Growth Again

#255
post #8

And the stock increased over 4% in after-hours trading, as increases in non-iPhone hardware sales and services overcame the decrease in iPhone sales. Earnings per share slightly beat the consensus forecast. An interesting quote from Cook in the press release: "The balance of calendar 2019 will be an exciting period, with major launches on all of our platforms, new services and several new products"

AAPL is still undervalued compared to stocks like AMZN. Apple's P/E of 17 is amazing compared to Amazons 78. I'm not really sure why their stock isn't traded with the same enthusiasm that other tech companies see.

AAPL seems to have hit its peak in the device market, and can only grow revenues at this point by effectively raising prices on existing customers (that’s what the services category amounts to). This strategy can only take them so far.

Re: Apple Reports Declining Profits and Slowing Growth Again

#256
post #139

Earlier quoted context omitted.

The iPod started off as a Mac accessory and ended up transforming multiple industries. The iPhone was a Mac derivative and computer accessory that required iTunes to even work but became the most successful product in all of human history. You could call it just a ‘mac in your pocket’ but it would still be the most successful products The watch is on a similar trajectory.

True. But the iPod and iPhone were functionally very distinct from the Mac. The Apple Watch seems more like a convenient extension that eliminates the need to pull your phone out, but not much more than that, at least in its first few years of existence. Apple is clearly gearing it up to replace the iPhone, but that trajectory has been evolutionary, not revolutionary.

The iPhone was clearly not functionally distinct from a Mac laptop.

There was nothing an iPhone could do that a Mac couldn’t do better, except for fit in your pocket.

Re: Apple Reports Declining Profits and Slowing Growth Again

#257

Earlier quoted context omitted.

Because they're dependent on selling hardware, not software. It's not rocket science, hardware doesn't scale as easily as software, so it leads to a smaller multiplier.

And amazon has 125,000 employees running their supply chain. I wouldn't call that 'easy to scale' either.

And amazon barely makes any profit, so its not clear that their business actually does scale, if they didn’t have AWS.

Re: Apple Reports Declining Profits and Slowing Growth Again

#258

Earlier quoted context omitted.

It's very easy to remap caps lock to escape.

If only it were so easy to remap my hand! Caps lock is already dedicated to control and most apps don’t support ^[.

Ok then it you have caps remapped to ctrl, remap ctrl to escape.

There are many valid criticisms of the touch bar macs, losing one key in particular is pretty low on the list.

Re: Apple Reports Declining Profits and Slowing Growth Again

#259

Earlier quoted context omitted.

It's very easy to remap caps lock to escape.

If only it were so easy to remap my hand! Caps lock is already dedicated to control and most apps don’t support ^[.

Check out Karabiner Elements (https://pqrs.org/osx/karabiner/).

You can create a rule to change caps lock to control if pressed with other keys, else escape if pressed alone.

I have no affiliation with it, just ran into this issue myself and it solved it for me.

Re: Apple Reports Declining Profits and Slowing Growth Again

#260

Do you think they would ever monetize iMessage? Imagine making iMessage cross platform, but only available to paying iCloud Subscribers. So I could pay $10 / month for upgraded iCloud storage and get iMessage on my Android phone. I'd pay for that.

I'd love that. I have an Android phone and already pay for iCloud storage for Apple Photos even though using it with an Android Phone adds considerably friction to the process. I'll be getting rid of my Nest Camera in favour of one that supports HomeKit Secure Video next time my Nest Aware account comes up for renewal.

An approach I'd like for iMessage is to make it free for anyone, but only functional if at least one member of a conversation has an iPhone or paid iCloud subscription.

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