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Apple Reports Declining Profits and Slowing Growth Again

nytimes.com

461–470 of 527 posts

Re: Apple Reports Declining Profits and Slowing Growth Again

#461

Earlier quoted context omitted.

it's a tax. as long as apple's walled garden is so much better than anything else - no reason to worry.

The EU is already investigating Apple management of the App Store. Regulation is coming and one has to wonder much walled and profitable the garden will stay.

Apple is going to be forced to allow other app stores onto their phone like Android does (although Android did it without any laws forcing them to).

Re: Apple Reports Declining Profits and Slowing Growth Again

#462
post #391

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Okay. Let’s make it a little less political. When good intentions meet reality where each house of representative member spends more time fundraising than working ( https://www.termlimits.com/congress-fundraising-priority/ ) and since more states are Republican than Democrat - meaning that the Senate doesn’t represent the people in proportion to the population (every state has two Senators regardless of population),…

> Okay. Let’s make it a little less political... What are the chances that a Democratic President will get anything done? This has instead segued into predicting the hypothetical effectiveness of a unknown future Democratic President... I'm Australian so it's not going to affect me, but from the outside it looks like the U.S. has, with the assistance of a foreign adversary, unknowingly elected a corrupt, cheating, ra…

They might have a chance with Health Insurance as Obama was able to implement ACA

Just barely, but it was still a half measure and while better than before, they couldn’t go all in even during the first two years because to keep the Democrats on board who were just as beholden to the insurance lobby as Republicans they had to work with private insurance companies. It is still slowly being eroded by both the President and red states that are trying to get it overturned by the judiciary.

They might have a chance with Health Insurance as Obama was able to implement ACA and it looks like its one of Sanders and Warren's major campaign promises to implement Medicare for all,

And no Republican in the Senate or House will go for it and many Democrats are afraid to stand up to the insurance lobby. Even if the Democrats keep control of the house and gain control of the senate, it’s unlikely they will have the 60 vote filibuster proof majority to pass anything. Even if they do, Republican states will fight it tooth and nails in the courts.

Inequality. Warren is especially motivated on reining in Wall Street [1].

She can be “motivated” all she wants, but both parties are in the pocket of Wall Street. She probably won’t even get Democratic support for it.

Re: Apple Reports Declining Profits and Slowing Growth Again

#463
post #434
post #383

Earlier quoted context omitted.

The fact that AAPL goes on regular stock buy back sprees with its warchest instead of risking innovation helps with the stability of what should be a declining stock price.

Why should the stock price be declining? Also companies do buybacks when the stock is cheap, not exepensive.

Stock price is usually very dependent on future outlook. If there is no growth expected in the future, the stock price will usually be hurting.

Re: Apple Reports Declining Profits and Slowing Growth Again

#464

Earlier quoted context omitted.

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.

Or continue to invent new products (iPod, iPhone, iPad, Apple TV, Watch, Airpods ...) then iterate on those products over years and years. Also while simultaneously driving their services revenue, which continues to be a growth area for them.

Re: Apple Reports Declining Profits and Slowing Growth Again

#465
post #277

That iPhones were less than half their revenue, while still growing overall revenue, is a positive sign. Apple has done a good job of diversifying their revenue base over the last few years. It will be interesting to see how large wearables and services can become as revenue sources, I suspect they are still quite early in their growth.

They're big on services, which would point towards some AI thing but the next step that seems relevant in this area for an Apple-like product is probably general, reliable, human-like AI which is too far off. So my bet is on AR. VR went nowhere but its tech might push AR into something usable. I can totally see Apple producing a Google Glass like device and getting it right, somehow.

>They're big on services

Except for iCloud services, which are an embarrassment to technology.

Their contacts management has a 10 year old bug with syncing images and God only knows how they wrote their web app interfaces.

Re: Apple Reports Declining Profits and Slowing Growth Again

#466

Earlier quoted context omitted.

What's wrong with touch id? I never used face id, but fingerprint sensor on iPhone 8 is good. It unlocks at the same time I'm pressing on button, so most of the time I don't notice it at all. And I almost never getting false negatives. I can't imagine how face id might be better, but I can imagine how it can be worse.

In my experience, Face ID is much faster and more seamless. Basically it's like my phone isn't locked because before I'd even have a chance to think about it, it's unlocked. I was VERY resistant to losing the home button, but I find that the new gestures are much more natural for me. Obviously this is a personal preference thing, but for quite a while I had a touch ID iPad and a Face ID iPhone, and it was really nigh…

I really disagree. With TouchID my phone was unlocked before it even got to my face. With my iPhone X (which I've had since launch) I get lots of false positives. It also means I have to raise it, swipe as I raise it, phone gets in front of my face, small pause, faceid success, phone unlocks and displays home screen. This takes probably 1/4 to 1/5 of a second longer than TouchID where the device is already unlocked and at the home by the time I get it in my field of view.

Personally I would like to see an iPhone X with TouchID under the display WITH FaceID. So if I have gloves on or my finger is wet, no problem, FaceID takes over. If I'm laying in bed and holding my phone to close to my face, no problem, TouchID authenticates. It also means I can unlock my phone without picking it up off my desk with my finger.

You would get the best of both worlds and none of the drawbacks.

Re: Apple Reports Declining Profits and Slowing Growth Again

#467
post #155

That iPhones were less than half their revenue, while still growing overall revenue, is a positive sign. Apple has done a good job of diversifying their revenue base over the last few years. It will be interesting to see how large wearables and services can become as revenue sources, I suspect they are still quite early in their growth.

Agreed, they'll definitely make some money with Apple Music and Apple News+

Apple News+ includes fake news? why the plus?

Re: Apple Reports Declining Profits and Slowing Growth Again

#468

Earlier quoted context omitted.

There's nothing _wrong_ with touch ID. It's just that FaceID is way better. It is faster and more seamless, it can work even if you are wearing gloves. Plus, it lets the phone not display sensitive notification details until you are the one looking at the screen(with attention detection on, the default, you have to be really looking at it), only then it will display the details(including actual messages, depending on…

> it can work even if you are wearing gloves This is a tradeoff though, as FaceID doesn't work if you're wearing sunglasses.

I have an iPhone X and have no problem unlocking my phone when wearing sunglasses.

Re: Apple Reports Declining Profits and Slowing Growth Again

#469
post #123

Services are making up for it, but they are losing a vast amount of their base customers. 13% drop in sales won't make their services popular. They should have launched 5 years ago, they had way more advantage then. They do still have a big consumer base, but 13% is a lot and it doesn't seem to go upwards.

Seems unwarranted to assume they are actively losing customers. I haven't bought an iPhone in years because I still use a SE, and I still use my 2015 MBP. They haven't lost me in any real sense just because I haven't contributed to a sale _recently_.

I'm not the only one that thinks so, but the Apple fans are still here ( only -1 downvotes after 17 hours though, considerably less than in the past)

https://www.cnbc.com/2019/07/31/wall-street-analysts-worry-a...

Re: Apple Reports Declining Profits and Slowing Growth Again

#470

serious, I never understood why a company must steadily grow, isn't that in contrast to the limited economical resources we have globally?

We don’t have limited economical resources globally. Wealth creation is not zero sum, 100 years ago we had far less wealth than we had today and in 100 years we’ll have a lot more. Sure, an individual company can stop growing but everything must continue to grow in aggregate to push humanity forward.

Thank you for your answer but: if we need to back the economical resources with real assets, don't this translates to limited economical resources?
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