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Apple Reports First Quarter Results

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Re: Apple Reports First Quarter Results

#91

Post by Eric_WVGG »

25.1% Mac growth. For professionals and enthusiasts, you either just got your M1, you’re saving for one, or waiting on the Pro Desktops.

I’m curious to see if there’s any change to the replacement rate of Macs. It seems normal for people to use the same laptop for four or more years — a far sight longer than the two-year life expectancy of laptops twenty years ago, but about half of the replacement rate of smartphones.

There's one benefit of these DIY designs that seems under-reported: Apple can now develop stuff like the "neural engine". Chips that aren't just faster or more efficient than Intel offerings, but also do different things.

I think there's almost no chance that I'll be upgrading to an M2 Pro next year or the following, but there's every possibility that the M3 Pro won't just be a faster Apple Silicon chip. If future Macbooks are more than just "the same thing but faster," dorks like me will be retiring our computers a lot faster.

Re: Apple Reports First Quarter Results

#92

Post by dijit »

gherkinnn wrote: post #62
avalys wrote: post #47

Earlier quoted context omitted.

Well, they decided all of their phones are going to analyze your locally-stored photographs for child photography, and upload questionable photos to the cloud for human review... They also block apps that involve politically controversial content, or content that they disagree with (e.g. pornography).

> Well, they decided all of their phones Announced but not (yet) implemented. > analyze your locally-stored photographs for child photography Nope. Only the ones on iCloud. > and upload questionable photos to the cloud for human review Also a misrepresentation. > or content that they disagree with (e.g. pornography). True. And yes, I should have a wank to whatever I please. Legality permitting. It is so easy to criti…

> > analyze your locally-stored photographs for child photography

> Nope. Only the ones on iCloud.

Nope. Only the ones your device intends to send to iCloud.

They’re already scanned on iCloud, this was on device scanning before upload. Likely it was a requirement for them to add encryption on the files they store and not have the unsealing keys.

Sort of a pre-emotive avoidance of certain political conversations.

Re: Apple Reports First Quarter Results

#93

Post by danaris »

lotsofpulp wrote: post #85
klelatti wrote: post #72

Earlier quoted context omitted.

I was making a general point about an analogy with ‘never get fired for buying IBM’ - which of course wasn’t 100% true either. I get it that Apple products aren’t perfect but in general for most consumers it’s a safe bet.

And IBM lost that status after they decided to tank the relative quality of their product. I presume Apple will suffer the same fate.

People have been presuming this very loudly for basically Apple's entire lifetime.

I'm not saying I think they'll keep going forever, but I really don't think you should hold your breath.

Re: Apple Reports First Quarter Results

#94

Post by thewarrior »

chunkyguy wrote: post #82
thewarrior wrote: post #73

Earlier quoted context omitted.

And yet competitor products are still worse.

I find that as the biggest difference between Jobs and Cook vision for Apple. Jobs wanted Apple to deliver the best of the technology that mankind has to offer whereas Cook wants Apple to deliver the best in the market.

Apples moat is simply enormous. From SoC design to camera design to manufacturing to software and compiler engineering.

Competitors could spend 10 years catching up. Cook simply needs to keep the machine going till he retires.

Re: Apple Reports First Quarter Results

#95

Post by zepto »

thewarrior wrote: post #70
seanmcdirmid wrote: post #63

Earlier quoted context omitted.

> China will continue to grow and get very close to the size of the American economy. Given that they are hitting a demographic cliff in a few years, it is not so guaranteed anymore. It will be an interesting next couple of decades for China. > This year they grew at 8.5 % A lot of that is real estate, the same real estate that speculators are banking on will sell to poor farmers for a million dollars when they re-lo…

Sure and that slows GDP growth by 40-50%. They’re still growing by a lot. It just moves the date by a few years. Demographic doom is frequently cited for China but I rarely hear about the doom of Europe which has worse demographics. Demographics can be topped up using immigration. Without immigration the US would also be in demographic decline.

> Demographics can be topped up using immigration. Without immigration the US would also be in demographic decline.

There is a reason people move to the US. Good luck to the CCP attempting to reproduce that.

Re: Apple Reports First Quarter Results

#96

Post by [deleted] »

cassianoleal wrote: post #46
zepto wrote: post #31

Earlier quoted context omitted.

Objectivity, monopoly is not a bad thing. Even the law doesn’t consider monopoly a problem in itself, Abuse of monopoly is a problem.

> Under §2 of the Sherman Act 1890 every "person who shall monopolize, or attempt to monopolize ... any part of the trade or commerce among the several States" commits an offence. https://en.wikipedia.org/wiki/United_States_antitrust_law#Mo... IANAL, and I'm assuming USA since that's where Apple has 90% market share on the young, but this seems to imply that monopoly in and on itself is illegal.

[deleted]

Re: Apple Reports First Quarter Results

#97

Post by thephyber »

manuelabeledo wrote: post #16
mensetmanusman wrote: post #8

As Apple continues to dominate, we can’t forget that the iPhone is approaching >90% utilization by the youth: https://www.howtogeek.com/778355/new-study-says-87-of-us-tee... This means we will soon enough have a situation where a corporation controls the primary medium of communication of the citizens. At this point a smart society would consider how to regulate this situation to safely prevent domination abuse, but…

> we can’t forget that the iPhone is approaching >90% utilization by the youth In the US. And while I agree that anything nearing a de facto monopoly should be strictly regulated, I think any effort should be directed at any messaging app with a large user base, e.g. WhatsApp, Facebook Messenger.

I have a de facto monopoly on comments posted on HN by users named “thephyber” (I am playing with the granularity of the definition of industry). That does not constitute anti-trust violations.

So long as there is a near substitute for Apple smartphones, I fail to see what that is sufficient grounds for anti-trust action.

The messaging apps are not a good example of monopoly violations. They are all market options which have many many solutions. WhatsApp, FB Messenger, Signal, iOS Messages, SMS, Discord, Slack, Google Hangouts, MS Teams, Zoom, Skype, and a thousand web forums have similar capabilities. The comms market is remarkably healthy. What most people complain about is the contract they agree to which has lots of restrictive clauses (some which are very vague). Those general contract terms in SaaS services is what I would aim to regulate, rather than the biggest incumbents in the disparate comms apps.

Re: Apple Reports First Quarter Results

#98

Post by sharikous »

thewarrior wrote: post #70
seanmcdirmid wrote: post #63

Earlier quoted context omitted.

> China will continue to grow and get very close to the size of the American economy. Given that they are hitting a demographic cliff in a few years, it is not so guaranteed anymore. It will be an interesting next couple of decades for China. > This year they grew at 8.5 % A lot of that is real estate, the same real estate that speculators are banking on will sell to poor farmers for a million dollars when they re-lo…

Sure and that slows GDP growth by 40-50%. They’re still growing by a lot. It just moves the date by a few years. Demographic doom is frequently cited for China but I rarely hear about the doom of Europe which has worse demographics. Demographics can be topped up using immigration. Without immigration the US would also be in demographic decline.

Western/Northern Europe have somewhat better demographics, thanks to immigration. Eastern Europe is in a deep demographic pit but is still recovering from poverty so it has a lot of room for economic growth still (and buoys up Western Europe).

Doom of Southern Europe, however, is talked about quite a lot.

Re: Apple Reports First Quarter Results

#99

Post by zepto »

cassianoleal wrote: post #46
zepto wrote: post #31

Earlier quoted context omitted.

Objectivity, monopoly is not a bad thing. Even the law doesn’t consider monopoly a problem in itself, Abuse of monopoly is a problem.

> Under §2 of the Sherman Act 1890 every "person who shall monopolize, or attempt to monopolize ... any part of the trade or commerce among the several States" commits an offence. https://en.wikipedia.org/wiki/United_States_antitrust_law#Mo... IANAL, and I'm assuming USA since that's where Apple has 90% market share on the young, but this seems to imply that monopoly in and on itself is illegal.

Why didn’t you include the next paragraph?

You seem to be ignoring 130 years of law that happened since what you are quoting.

Courts quickly began struggling with the Sherman Act's broad and vague language, recognizing that interpreting it literally might make even simple business entities like partnerships illegal.[9] Federal judges began trying to develop legal principles for distinguishing between "naked" trade restraints between rivals that suppressed competition and other restraints that were only "ancillary" to other cooperation agreements that promoted competition.[9]

Re: Apple Reports First Quarter Results

#100

Post by nice_byte »

chunkyguy wrote: post #67
ericmay wrote: post #28

Quarter after quarter Tim Cook just mic drops these earnings. Remember all the “Apple is doomed, Tim is a bean counter” comments when Jobs handed over the reigns? Yea. Ok.

Who is surprized by these numbers? Since Cook took over from Jobs earnings are the only thing they're focused on. The product quality, developer experience, user experience,.. everything that made Apple great is declining.

developer experience was never a strong suite of apple tbh.
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