- Bart Y
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johnbear said:normang said:PDRPRTS said:normang said:And in other news,
A cart vendor rolls into a Mall, sets up shop, never consulted the management of the mall, has no contract.
After he is removed from the mall, goes down the road to another mall. does the same thing and gets kicked out.
Remember that in many legislations and countries your analogy is real and a cart vendor cannot set up an honest shop for survival anywhere simply because malls, or other government-favoured shops do not want competition (or need cheap labour/slaves). This is all fine until it is us needing to survive and make commerce, and as the world economy is going, i wouldnt think it is just something happening in an other continent.
This legal battle may be the grounds for how we and our children will be living in as short as a decade, as this will update Anti-Trust laws to global digital times. Capitalism becomes totalitarianism when monopolies go unchecked, so Anti-Trust laws are conisdered pillars of Democracy. Epic is acting so aggressively that they almost seem to want to wreck this all up in an otherwise valid case - but they are closer to 99% of humans than any monopoly will ever be.
Epic has no valid case.. They are trying to upend the app store, and in the process even if somehow they succeeded, its unlikely that things would really improve for anyone else.. It would merely show that if you legally force your will on someone its no different than totalitarianism I assume you decry..
maybe Epic’s approach is not the best one but it seems that they are at the end of their rope after trying to work this out with Apple the nice way. Too many developers are angered and most likely this will hurt Apple too in the end
Read the 10Q quarterly reports. Apple in Q3 2020 made 13.16B in Service revenues. But it cost them 4.3B to make those revenues, about 32.7% goes to expenses, and we are not even considering SGA and R&D expenses. Apple also has to create, sell and support the hardware all these Apps run on. (Plus new iOS versions that support 90% of all current active iPhones and iPads). For that, they had product sales revenue of 46.5B with 32.7B in Expenses, about 70% goes to expenses. Add expenses together and divide by total sales and you get the gross margin of 38%, a fairly consistent point for Apple. So charging 30% for App transactions (in the first year, remember, then it drops to 15% in successive years), is LESS than their overall gross margin and actually pulls it down.
There are roughly 2.2 million apps in the Apple App Store. Let’s say 75% of them update at least once a year. Assign 3 people to review each update taking 2 hours each to review and 1 hr each to document. That’s 6 hours of work for each app update, assuming all goes fine. That’s 1.65 Million updates x 6 hrs. Figure you pay $25/hr (flat pay, no benefits). That’s ~$250M or $0.25 Billion in app update reviews alone. Then there’s the thousands if not 100’s of thousands of new apps that are submitted annually which likely take much more time to review, test, dialog with, iterate with developer, till acceptable.
Services is not a simple enterprise, at least not for a company as big as Apple.
red oak said:There is almost zero evidence any of these foldable phones (including the ones from Samsung) sell in any measurable volume
Anyone who thinks Apple is now “ too far behind” is someone you need to avoid on all things Apple 🍎
Anyway, 6-9M is a terribly low number of market units to commit R&D, parts sourcing (especially fragile, low reliability and availability Samsung units), and production for Apple IF it’s to meet Apple’s standards for reliability, longevity, quality, and functionality. Better to wait till Apple and suppliers perfect this further and even then whether it still makes any sense financially or reputation wise.Last quarter Samsung touted how its Mobile division made YOY 13% more revenue on >sales of S22 Ultra and Foldables ($22.4B USD total) YET glossed over how it made ONLY $2.00B total operating profit, a drop of 19% YOY. Foldables and S22 flagships should be the most profitable lines so either they aren’t selling well or Samsung is blustering to save face. And I’d say <10M units is ok but not selling well enough, and certainly not enough for Apple to get into this market.
ITGUYINSD said:It may not be a popular opinion here, but I like Spotify better than Apple Music. Like so many others have said, Spotify has better playlists and I prefer their interface to Apple's.
I don't own a HomePod or anything that ties me to AM, so I choose Spotify.
avon b7 said:Bart Y said:
It is your standard support issue listing that could apply to any phone from any manufacturer.
Like I said, nothing indicates any model is plagued by issues.Samsung isn’t above having another Note 7 or initial Fold failure again. IMO.
Marvin said:red oak said:There is almost zero evidence any of these foldable phones (including the ones from Samsung) sell in any measurable volume
The following says the Galaxy Z Flip made up 4.6 million:
The Z Fold and Huawei P50 were the next best sellers. Likely somewhere around 2 million each.
Most of the foldables are for the compact phone like the old Razr phones and not like the foldable tablets. There are probably some of the over 100 million people who bought the old style flip phones and liked the form factor.
This is a lower sales volume than the iPhone mini. If Apple wanted to cater to the audience for compact phones, they could just keep making the iPhone mini series.
Bending any glass means making it weaker and it will crease.