Apple has no need to monetize its users. The fact that it does not do so, compared to the fly-bys like FB, is what makes it stand out for the long haul.
The company simply needs to focus on producing the world's greatest computing/entertainment hardware and software. Thankfully, that's what it's doing.
People need to be clear that you do not need a credit card on file with Apple to create an account.
Still, there's probably little doubt that the metric here is very good for Apple. The margin for online Apple purchases is very good. Definitely much better than Amazon's.This is undoubtedly a very undervalued component of Apple's business by the market.
Wonder how many photographs are uploaded to iCloud.
Apple has all the underpinnings of a massive social network if they so choose. The network is made up of iPhones, iPod Touches, Macs and even iTunes on Windows. Even if Apple never builds a truly integrated social network out of this, I wonder if and when the value of this will be reflected in the stock price.
I wish Apple would by a stake of Netflix (basically buying blue sky and mind share, that's all the stock's trading on anyway) and bankroll it.
Netflix also needs a tiered pricing strategy, say charging $12.99 for PREMIUM access to their best shows, or something similar. It's way too cheap. And the regular account needs to be $9.99... you think the mental difference between $7.99 and $9.99 is that big? Maybe it would even out that cash flow.
The company simply needs to focus on producing the world's greatest computing/entertainment hardware and software. Thankfully, that's what it's doing.
Agree
Quote:
Originally Posted by anantksundaram
The fact that it does not do so, compared to the fly-bys like FB, is what makes it stand out for the long haul.
Don't agree that FB is a fly-by. It will evolve but I think it's here to stay. To wit, the recent protest mounted by parents groups forced FB to toughen its policy on screening misogynistic images and posts but there was no talk whatsoever of boycotting FB. All the talk about teenagers abandoning FB comes from analysts in their 40s and 50s (the same analysts who claim Apple is out for teens), while teenagers continue to use FB as their primary social medium.
Regardless, I am also wholeheartedly thankful that Apple's business plan is different. Having said that, as I mentioned above, they have a virtual social network that is not reflected in their market cap.
I wish Apple would by a stake of Netflix (basically buying blue sky and mind share, that's all the stock's trading on anyway) and bankroll it.
Netflix also needs a tiered pricing strategy, say charging $12.99 for PREMIUM access to their best shows, or something similar. It's way too cheap. And the regular account needs to be $9.99... you think the mental difference between $7.99 and $9.99 is that big? Maybe it would even out that cash flow.
Imagine if Facebook required a credit card! I'm sure they will eventually. Microtransations to use their features and talk to your "friends".
Shut up with your false concern.
Note: can you not delete this again as it didn't violate any forum rules. Additionally- you have made the exact same response to other forum members- 2 times in 4 days. Lets not be a Hippocrate.
Huberty uses to make good analysis. This seems not to be the case. If you count every sale from third parties through Amazon, as revenues by Amazon, and then compare that with revenues of others, you obtain a misleading number. Amazon could be retailing the products of the whole world, but profiting an infinitesimal part of that revenue, which is what matters, at the end of the day. In the same way, in case of Apple, 500m accounts * 329= 165billion. So she is counting every dollar collected by Apple sales as a benefit obtained by the registered accounts (even the many duplicated ones...) To have a useful number, she should be comparing revenues obtained by the accounts themselves on online retailing. In case of Apple: itunes, appstore. You would get still an impresive figure, but very far from the $329 she states as "average account revenue". Even so, a correct study may lead to the conclusion that Apple is the highest "profit per user" of online retail. That alone should show how absurd is the current P/E of both aapl, and amzn or nflx on the other hand.
Note: can you not delete this again as it didn't violate any forum rules. Additionally- you have made the exact same response to other forum members- 2 times in 4 days. Lets not be a Hippocrate.
I have been saying he does this for quite some time....he deletes posts that disagree with his PoV....or that make him look bad.....
Note: can you not delete this again as it didn't violate any forum rules. Additionally- you have made the exact same response to other forum members- 2 times in 4 days. Lets not be a Hippocrate.
Hey, I thought I replied to this already? It was sarcasm, man. "I apologize for not putting an emoticon after it." I'd think an idea that stupid would have been obvious as sarcasm.
Note: can you not delete this again as it didn't violate any forum rules.
I don't know why it was deleted. I didn't delete it. I agree that there was nothing wrong with poking fun at the false concern trolls.
Additionally- you have made the exact same response to other forum members- 2 times in 4 days.
Because they were idiot trolls using actual false concern to push their moronic agenda. You can't say that what they said was legitimate concern.
Originally Posted by geekdad
I have been saying he does this for quite some time....he deletes posts that disagree with his PoV....or that make him look bad.....
But yet Apple is always considered a doomed company. Why? Because Apple's iPhone doesn't have the the biggest display or it doesn't have the highest megapixel camera or because it doesn't have a quad-core processor. It doesn't have an OS with all the bells and whistles that Android OS has. These are the things that the analysts and hedge fund managers claim Apple needs to stay relevant. Things like customer loyalty and hundreds of retail stores don't mean anything to Wall Street. They think Apple is only as good as the specs of their products.
Some noteworthy facts: Apple has been downgraded many times by analysts from banks that have needed to be bailed out by the federal government. Apple is worth far more than Goldman Sachs, Citigroup, Credit Suisse or any number of banks and brokerage houses combined. However, those analysts are always willing to tell Apple how to run its company. They're always happy to prognosticate about how Apple is going fail if they don't do such and such. They sternly warn investors about what Apple needs to do about growth while their own companies are not as sound as Apple is.
Analysts love to scare investors about how Apple is going to collapse overnight because Apple has lost global market share to Samsung over the past year. I suppose the analysts actually believe all of Apple's customer base will just pull all their credit card accounts because iPhones don't have large displays. I honestly don't think consumers' minds work like that at all. I don't believe Apple's customer base exists merely because of iPhone specifications as analysts would have you believe. Wall Street doesn't believe in things like consumer loyalty or trust are worth anything which really leaves Apple shareholders in the lurch.
I think the stock is in for rebound. Assuming they maintain EPS, it should be at $500. On the fundamentals side, if Apple surprise or show sign of growth, its could rebound violently. Stock bottoms happens when everyone is giving up and when expectations are low. We are there.
Look at the following video: I am more on the Carter side that the fundamental guy, and I am fundamental investor.
I think there is still a good chance Apple will come up with a good line up of product cycles and at least maintain its EPS. Throw in a new product or multiple NEW iphones models (which is there core business income wise) and we could be back on track to growth. they could also land China mobile in second half of 2013.
I have more accounts than I can remember, all tied to credit cards. Remember that apple will not let you eliminate an account. On the other hand, Amazon, etc. will let you eliminate an account so I would expect smaller numbers for those who allow this. Don't know what the numbers mean???? but let's not confuse the analysts (who also do not know what the numbers mean) What would we do without analysts to come up with all these meaningless numbers?
Apple's numbers aren't just a count of all accounts ever opened, but active accounts; any account that's been used in the past 90 days. After which they expire.
The reason you cannot completely delete an account is because anything you purchased from the store under that account would forever be completely useless as that is how your apps, movies, etc. are all signed. It's a safeguard for people that don't realize what they're doing.
And actually very few services will ever completely delete your account, if anything they may anonymize it and keep it for audit, statistical or other purposes.
Hey, I thought I replied to this already? It was sarcasm, man. "I apologize for not putting an emoticon after it." I'd think an idea that stupid would have been obvious as sarcasm.
I don't know why it was deleted. I didn't delete it. I agree that there was nothing wrong with poking fun at the false concern trolls.
Because they were idiot trolls using actual false concern to push their moronic agenda. You can't say that what they said was legitimate concern.
Shut up and go away.
(that's funny.)
Shut up moronic control freak. You were busted again! Caught deleting a post....again! Hypocrite! (oh funny)
if you didn't do it then someone is covering for you.......Stake your reputation on it? What about your account? Are you a moderator? Have a second account here? Pretty easy to do.....work in the background.....I just created a Moderator feed back thread in the wel Feedback forum....guess what its gone. The moderators here on AI have never told I was doing something wrong..... Are you threatening me?Just so we are clear....if I disagree with you you are somehow going to ban me?
Comments
Quote:
Originally Posted by dasanman69
I impressed by Amazon's 'Revenue per Account' number.
Are you sure "impressed" is the right word?
Did you look at cash flows per account?
Apple has no need to monetize its users. The fact that it does not do so, compared to the fly-bys like FB, is what makes it stand out for the long haul.
The company simply needs to focus on producing the world's greatest computing/entertainment hardware and software. Thankfully, that's what it's doing.
People need to be clear that you do not need a credit card on file with Apple to create an account.
Still, there's probably little doubt that the metric here is very good for Apple. The margin for online Apple purchases is very good. Definitely much better than Amazon's.This is undoubtedly a very undervalued component of Apple's business by the market.
Wonder how many people use iMessage.
Wonder how many photographs are uploaded to iCloud.
Apple has all the underpinnings of a massive social network if they so choose. The network is made up of iPhones, iPod Touches, Macs and even iTunes on Windows. Even if Apple never builds a truly integrated social network out of this, I wonder if and when the value of this will be reflected in the stock price.
LOL at Netflix's cash flow per account.
I wish Apple would by a stake of Netflix (basically buying blue sky and mind share, that's all the stock's trading on anyway) and bankroll it.
Netflix also needs a tiered pricing strategy, say charging $12.99 for PREMIUM access to their best shows, or something similar. It's way too cheap. And the regular account needs to be $9.99... you think the mental difference between $7.99 and $9.99 is that big? Maybe it would even out that cash flow.
Quote:
Originally Posted by anantksundaram
Apple has no need to monetize its users. ...
The company simply needs to focus on producing the world's greatest computing/entertainment hardware and software. Thankfully, that's what it's doing.
Agree
Quote:
Originally Posted by anantksundaram
The fact that it does not do so, compared to the fly-bys like FB, is what makes it stand out for the long haul.
Don't agree that FB is a fly-by. It will evolve but I think it's here to stay. To wit, the recent protest mounted by parents groups forced FB to toughen its policy on screening misogynistic images and posts but there was no talk whatsoever of boycotting FB. All the talk about teenagers abandoning FB comes from analysts in their 40s and 50s (the same analysts who claim Apple is out for teens), while teenagers continue to use FB as their primary social medium.
Regardless, I am also wholeheartedly thankful that Apple's business plan is different. Having said that, as I mentioned above, they have a virtual social network that is not reflected in their market cap.
Quote:
Originally Posted by Pendergast
LOL at Netflix's cash flow per account.
I wish Apple would by a stake of Netflix (basically buying blue sky and mind share, that's all the stock's trading on anyway) and bankroll it.
Netflix also needs a tiered pricing strategy, say charging $12.99 for PREMIUM access to their best shows, or something similar. It's way too cheap. And the regular account needs to be $9.99... you think the mental difference between $7.99 and $9.99 is that big? Maybe it would even out that cash flow.
Does Netflix need a sugar daddy?
Quote:
Originally Posted by Tallest Skil
I'm sure they will eventually. Microtransations to use their features and talk to your "friends".
Shut up with your false concern
Originally Posted by Andysol
Shut up with your false concern
Can't discern sarcasm, huh?
Quote:
Originally Posted by StruckPaper
Does Netflix need a sugar daddy?
Yep.
Their main problem is lack of cash for content deals.
Shut up with your false concern.
Note: can you not delete this again as it didn't violate any forum rules. Additionally- you have made the exact same response to other forum members- 2 times in 4 days. Lets not be a Hippocrate.
In the same way, in case of Apple, 500m accounts * 329= 165billion. So she is counting every dollar collected by Apple sales as a benefit obtained by the registered accounts (even the many duplicated ones...)
To have a useful number, she should be comparing revenues obtained by the accounts themselves on online retailing. In case of Apple: itunes, appstore. You would get still an impresive figure, but very far from the $329 she states as "average account revenue". Even so, a correct study may lead to the conclusion that Apple is the highest "profit per user" of online retail. That alone should show how absurd is the current P/E of both aapl, and amzn or nflx on the other hand.
Quote:
Originally Posted by Andysol
Shut up with your false concern.
Note: can you not delete this again as it didn't violate any forum rules. Additionally- you have made the exact same response to other forum members- 2 times in 4 days. Lets not be a Hippocrate.
I have been saying he does this for quite some time....he deletes posts that disagree with his PoV....or that make him look bad.....
Ok, I really did lol here. Well played...
Originally Posted by Andysol
Shut up with your false concern.
Hey, I thought I replied to this already? It was sarcasm, man. "I apologize for not putting an emoticon after it." I'd think an idea that stupid would have been obvious as sarcasm.
Note: can you not delete this again as it didn't violate any forum rules.
I don't know why it was deleted. I didn't delete it. I agree that there was nothing wrong with poking fun at the false concern trolls.
Additionally- you have made the exact same response to other forum members- 2 times in 4 days.
Because they were idiot trolls using actual false concern to push their moronic agenda. You can't say that what they said was legitimate concern.
Originally Posted by geekdad
I have been saying he does this for quite some time....he deletes posts that disagree with his PoV....or that make him look bad.....
Shut up and go away.
(that's funny.)
Quote:
Originally Posted by Constable Odo
But yet Apple is always considered a doomed company. Why? Because Apple's iPhone doesn't have the the biggest display or it doesn't have the highest megapixel camera or because it doesn't have a quad-core processor. It doesn't have an OS with all the bells and whistles that Android OS has. These are the things that the analysts and hedge fund managers claim Apple needs to stay relevant. Things like customer loyalty and hundreds of retail stores don't mean anything to Wall Street. They think Apple is only as good as the specs of their products.
Some noteworthy facts: Apple has been downgraded many times by analysts from banks that have needed to be bailed out by the federal government. Apple is worth far more than Goldman Sachs, Citigroup, Credit Suisse or any number of banks and brokerage houses combined. However, those analysts are always willing to tell Apple how to run its company. They're always happy to prognosticate about how Apple is going fail if they don't do such and such. They sternly warn investors about what Apple needs to do about growth while their own companies are not as sound as Apple is.
Analysts love to scare investors about how Apple is going to collapse overnight because Apple has lost global market share to Samsung over the past year. I suppose the analysts actually believe all of Apple's customer base will just pull all their credit card accounts because iPhones don't have large displays. I honestly don't think consumers' minds work like that at all. I don't believe Apple's customer base exists merely because of iPhone specifications as analysts would have you believe. Wall Street doesn't believe in things like consumer loyalty or trust are worth anything which really leaves Apple shareholders in the lurch.
I think the stock is in for rebound. Assuming they maintain EPS, it should be at $500. On the fundamentals side, if Apple surprise or show sign of growth, its could rebound violently. Stock bottoms happens when everyone is giving up and when expectations are low. We are there.
Look at the following video: I am more on the Carter side that the fundamental guy, and I am fundamental investor.
http://goo.gl/zt1s0
This is interesting :
http://goo.gl/P9gpW
I think there is still a good chance Apple will come up with a good line up of product cycles and at least maintain its EPS. Throw in a new product or multiple NEW iphones models (which is there core business income wise) and we could be back on track to growth. they could also land China mobile in second half of 2013.
Quote:
Originally Posted by decondo
I have more accounts than I can remember, all tied to credit cards. Remember that apple will not let you eliminate an account. On the other hand, Amazon, etc. will let you eliminate an account so I would expect smaller numbers for those who allow this. Don't know what the numbers mean???? but let's not confuse the analysts (who also do not know what the numbers mean) What would we do without analysts to come up with all these meaningless numbers?
Apple's numbers aren't just a count of all accounts ever opened, but active accounts; any account that's been used in the past 90 days. After which they expire.
The reason you cannot completely delete an account is because anything you purchased from the store under that account would forever be completely useless as that is how your apps, movies, etc. are all signed. It's a safeguard for people that don't realize what they're doing.
And actually very few services will ever completely delete your account, if anything they may anonymize it and keep it for audit, statistical or other purposes.
Quote:
Originally Posted by Tallest Skil
Hey, I thought I replied to this already? It was sarcasm, man. "I apologize for not putting an emoticon after it." I'd think an idea that stupid would have been obvious as sarcasm.
I don't know why it was deleted. I didn't delete it. I agree that there was nothing wrong with poking fun at the false concern trolls.
Because they were idiot trolls using actual false concern to push their moronic agenda. You can't say that what they said was legitimate concern.
Shut up and go away.
(that's funny.)
Shut up moronic control freak. You were busted again! Caught deleting a post....again! Hypocrite! (oh funny)
(now....thats funny! :-) )
Originally Posted by geekdad
Shut up moronic control freak. You were busted again! Caught deleting a post....again! Hypocrite!
You'd stake your account on that, would you?
Think carefully. Think very carefully.
Quote:
Originally Posted by Tallest Skil
You'd stake your account on that, would you?
Think carefully. Think very carefully.
if you didn't do it then someone is covering for you.......Stake your reputation on it? What about your account? Are you a moderator? Have a second account here? Pretty easy to do.....work in the background.....I just created a Moderator feed back thread in the wel Feedback forum....guess what its gone. The moderators here on AI have never told I was doing something wrong..... Are you threatening me?Just so we are clear....if I disagree with you you are somehow going to ban me?