391–400 of 551 posts
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You don't know how buybacks work do you?
Explain then. I don't think he said anything incorrect.
It's not expensive, their cash stockpile is simply being invested in their own company.
> ..propping up the share price to keep Wall Street happy
Apple isn't worried about Wall St, they've always made that clear in their earnings calls.
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Why do you think the era is over? Are people buying less cellphones and laptops?
The stone age didn't end because we ran out of stones. Isn't google still not a search company, but its moved past its 'search' era and now its focus on other things. Apple will always sell hardware, but it needs to orient to its next phase of growth, and that ain't hardware.
Incredible that this is the first time in 13 years that Apple hasn't posted quarterly growth. I'm sure there will be lots of "Apple has lost its ability to innovate" articles based on this, but growing for the last ~52 straight quarters is insane. And I don't think one quarter without growth is enough evidence to conclude "Apple may be reaching the saturation point among potential customers in some countries" or "oth…
IMHO biggest Android advantage is being open. Hardware and software is obviously better on iOS, but being closed platform I keep getting disappointed every week because I can't do x or y. I doubt that many people base their purchasing decisions on this though.
This is my first iPhone as at previous occasions I always used Android (nexus) devices and I found the fact I don't need to tweak it, a positive thing. That and the fact that at it is longer supported than some Android flagship devices.
Ten years ago I had the time (and needs) to tweak my phone, nowedays I just want a good (out of the box) smartphone with long support.
It probably doesn't help that the subsidy model has completely changed. But personally, I think iPhone performance has hit a point where one doesn't really feel the need to upgrade right away. I was so ready to upgrade when the contract on my 4 expired. It was really a pain to use after a couple of years. But my 5S has now lasted me two and a half years and other than wishing I had more storage capacity, there's real…
> I think iPhone performance has hit a point where one doesn't really feel the need to upgrade right away I have a cheap 2014 Motorola Moto G and I have the same "problem". Yes, there are hundreds of modern phones out there which are several times faster and have way better hardware but the Moto G is fast enough for me. I usually just browse the web, type a few messages in Whatsapp, take a few pictures, ... and the p…
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Not necessarily. If a company makes a profit, then theoretically so do your shares, whether in terms of share price increase or dividends.
So, actually, fun fact, this is false! The stock price doesn't just reflect the amount of money the company has. The stock price reflects the "fully loaded" expected value of that stock. That means it prices in ALL expectations. If the company you buy performs exactly as expected, then you don't actually make any money because you paid the price that reflected those expectations, so whatever dividends the company iss…
I believe you would agree with me that a company could exceed expectations while at the same time not growing (by giving out a bigger dividend, or buying up its own shares with its profits).
Moreover, her iPhone 4 was the first smartphone in our family. Since she got her phone (and stuck with it), I've gone through at least four or five phones -- always because they broke, not because I was interested in upgrading.
So I'm guessing that while there are lots of Apple gotta-have-the-latest people out there, most people just want a phone that works. And if Apple's hardware and software quality are good (or even half-good), then people will just keep using their old phones.
Which means that Apple will continue to sell phones, but the number of people who will buy or upgrade each year will shrink, at least to some degree.
It should also be noted that Apple is still very profitable! It's just less profitable than it was last year.
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Tim mentioned on the earnings call today that the SE is supply constrained because the SE is selling far better than they projected that it would.
i'm always dubious whenever a company says that.
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Personally, I wonder who though Apple's growth would never end. This happens to every company sooner or later.
I was at a NASA workshop in Mountain View. An informational placard outside had two plots of growth, one with an unchecked exponential curve, and one with a curve that comes up to a peak and goes down. It asked which made more sense as a growth curve. My idealized mathematical self thought, naturally, the exponential growth curve, because it expresses what happens when y-dot equals alpha y. But I asked a passing Calt…
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> I think iPhone performance has hit a point where one doesn't really feel the need to upgrade right away I have a cheap 2014 Motorola Moto G and I have the same "problem". Yes, there are hundreds of modern phones out there which are several times faster and have way better hardware but the Moto G is fast enough for me. I usually just browse the web, type a few messages in Whatsapp, take a few pictures, ... and the p…
You might not even get a perceptual performance boost at all. I recently upgraded from a 2013 Moto G to a current-gen Nexus 5x and it feels about the same, maybe even slightly slower, in terms of latency for common tasks and how often it gets bogged down. I think part of the problem is that the new phone has a higher-res screen, which some apps (like Facebook) adapt to by shipping much larger icon sets, loading highe…