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Apple reports second quarter results

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Re: Apple reports second quarter results

#61

Post by greedo »

pwatsonwailes wrote: post #8

Short version: Reported quarterly revenue: ~$111 billion, so a 17% year-over-year increase. Diluted earnings per share: ~$2. 22% increase compared to the same quarter last year. Operating cash flow: surpassed $28 billion. Record for a March quarter. iPhone: Record March-quarter revenue of ~$57 billion, heavily supported by demand for the iPhone 17. Services: Hit an all-time high revenue record of ~$31 billion. Capita…

"More generally, we're seeing a transition in their financials away from hardware dependence."

Nonsense. They make 72% of their revenue from hardware, and without those hardware sales, the Services category would be nil.

Re: Apple reports second quarter results

#62

Post by bombcar »

marsten wrote: post #43
wat10000 wrote: post #19

Earlier quoted context omitted.

The joke is that NeXT acquired Apple and got paid to do it. There’s a lot of truth to it. A huge amount of the software stack is inherited from NeXT. Steve Jobs was inherited from NeXT. Modern Apple is vastly more successful than NeXT ever was, but there’s a lot of continuity there as well.

In fairness to all concerned, the MacOS to MacOS X transition was brilliantly executed. These days we take VMs for granted, but back then it was a novel idea to run MacOS 8 as a process inside of MacOS X (the "blue box"). For most users it was seamless.

Microsoft had done something similar (twice!) but Apple polished the living daylights out of it.

Re: Apple reports second quarter results

#63

Post by greedo »

fartfeatures wrote: post #52
kenferry wrote: post #41

Earlier quoted context omitted.

I imagine you're saying the capital return program is a mistake because they should reinvest the money in R&D etc. I think the issue is there's diminishing returns to spending, and in some cases it can be outright negative. For example, one major thing you can do with money is hire more people. Hiring more people than you can handle is a great way to grind everything to a halt. You're basically making a bet when you…

Yeah that's definitely what I'm saying. Hopefully there is work being done on the replacement for the Mach kernel and OSX / iOS in general. If there isn't that would be a grave mistake and exactly the kind of one someone like Tim Cook would make. Look at how he fumbled AI at Apple. I'm not saying he isn't talented, he is, but he isn't a product guy or an engineer. This could happen in parallel with existing software…

Why on earth would they migrate away from the Mach kernel and OSX/iOS?

Re: Apple reports second quarter results

#64

Post by bombcar »

merelysounds wrote: post #9
sudb wrote: post #4

Earlier quoted context omitted.

I am personally saddest to hear about the discontinuation of the Vision Pro - in a couple of generations there was a solid chance that it would be easy sell for me and/or other people who don't VR/AR game but probably would use it for media/productivity.

I couldn’t find information about discontinuation in the article - did I miss it or is there another source? Edit, I found this: https://www.macrumors.com/2026/04/29/apple-vision-pro-m5-flo... - seems like rumors; but perhaps as close to an announcement as we’ll ever get.

Apparently it’s more that they’ve stopped making them because they have more than enough stocked up.

Re: Apple reports second quarter results

#65

Post by bombcar »

twobitshifter wrote: post #47
giarc wrote: post #12

Earlier quoted context omitted.

The competition would have been at the luxury end. Apple would have been competing with Mercedes, BMW and Cadillac, not with Hyundai and Kia.

Why luxury? Apple is mass market not luxury.

Apple sells mass market by marketing it as luxury.

And to be fair, it kinda is. The OS on the Neo is the same as on a Mac Pro (RIP)

Re: Apple reports second quarter results

#66

Post by greedo »

aetherspawn wrote: post #39

If they’re going hard in on services maybe they’ll finally go up against Microsoft 365 and Google Workspace, proper. Between the two someone needs to disrupt it with a cheaper stripped down alternative (from a big player) because the prices are going through the roof.

Apple has no desire to go into the enterprise space.

Re: Apple reports second quarter results

#67

Post by greedo »

bitpush wrote: post #57
marsten wrote: post #54

Earlier quoted context omitted.

More likely they would buy the assets of AI companies for pennies on the dollar. There could be a lot of H100s floating around at fire sale prices. Or they would acquire these companies for talent. Google did this for several years in the early 2000s – snapping up talent and data center capacity from the casualties of the dotcom bust.

What will they do with all that H100s? They dont O&O any data centers. AFAIK, Apple uses GCP for iCloud. Also, remember H100 will be ~years old. Sometimes I wonder whether the average HN crowd really thinks through things. Apple has historically shown an unwillingness to deploy capital to "own" things. They partner with TSMC for manufactoring, they get their panels from Samsung, Google on Gemini .. Vertically integra…

Apple does own datacenters. They have eight, not to many colocation facilities.

Re: Apple reports second quarter results

#68

Post by fartfeatures »

greedo wrote: post #63
fartfeatures wrote: post #52

Earlier quoted context omitted.

Yeah that's definitely what I'm saying. Hopefully there is work being done on the replacement for the Mach kernel and OSX / iOS in general. If there isn't that would be a grave mistake and exactly the kind of one someone like Tim Cook would make. Look at how he fumbled AI at Apple. I'm not saying he isn't talented, he is, but he isn't a product guy or an engineer. This could happen in parallel with existing software…

Why on earth would they migrate away from the Mach kernel and OSX/iOS?

Because nothing lasts forever. Take a look at what Harmony OS is capable of if you want to see what a modern take on an OS and ecoystem looks like. It sure isn't the pinnacle either.

Re: Apple reports second quarter results

#69

Post by MaysonL »

echelon wrote: post #35
gigatexal wrote: post #27

Earlier quoted context omitted.

I wish they’d stop doing buy backs and invest 100B in R&D … imagine what they could do in battery tech or otherwise.

They really should have built a car. It'd make them leaders in batteries. It'd keep America at the forefront of EVs. Huge disappointment.

Actually, the product they should build is an ebike. They should buy Weel.[1]

[1] https://insideevs.com/news/614379/weel-evb-electric-concept-...

Re: Apple reports second quarter results

#70

Post by wat10000 »

bombcar wrote: post #62
marsten wrote: post #43

Earlier quoted context omitted.

In fairness to all concerned, the MacOS to MacOS X transition was brilliantly executed. These days we take VMs for granted, but back then it was a novel idea to run MacOS 8 as a process inside of MacOS X (the "blue box"). For most users it was seamless.

Microsoft had done something similar (twice!) but Apple polished the living daylights out of it.

Apple did it before as well. A/UX ran System 7 in a UNIX process. That was a really niche system, though.
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