red oak

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red oak
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  • Mobile carriers sell more iPhones than Apple retail stores

    Apple self reports in its annual 10K the percentage of sales directly to consumers.  

    In 2022, it was 38%.   It was 285 in 2018, and 31% in 2019.   So there is a clear trend to direct 

    Note I believe these numbers include all Service revenue 
    watto_cobra
  • Apple's iPhone hardware subscription could arrive by March

    That could drop the monthly cost of having an iPhone by 40% or more, down to neighborhood of  $20/mo.   Apple would get the phone back after two or 3 years years, and then re-sell it to the secondary market. 

    Huge potential market share driver
    Anilu_777watto_cobra
  • Here's what the Apple Glasgow retail store union negotiated for itself

    ionicle said:
    Apple invests a tremendous amount to build out and operate a physical store.  It would seem proper that they would then have the lion's share of control over the operations that go on within that store, including authority to determine pay and benefits. 

    What doesn't seem proper to me, and this is my issue with unions, is that a disproportionate amount of control should find its way into the hands of a group of people who have relatively little invested into the store or at risk with regard to the total cost of the store and its ongoing operation.  Unionized workers ability to shut down an entire store under certain conditions seems way out of proportion to their investment in the design and engineering and corporate decision and management processes required to have brought such a sophisticated operation into existence, to keep it supplied, to do all its marketing and to develop its efficient management and operations plan.  

    Workers provide valuable service to an Apple Store, but that value is compensated via the pay and benefits they agreed to when they took the job. 

    Perhaps I am naive (I'm sure I'll be educated here by some posters if I'm not seeing this clearly), but it just seems to me that unions sometimes wield disproportionate power relative to their contribution of required investment to establish and feed an enterprise such as an Apple Store.  

    Seems to me that their right to vote with their feet, combined with the protections of the labor and workplace safety laws, is adequate balance on their side of the ledger.  

    I never worked in any unionized business.  My high school diploma meant that I started out in a $6.50/hour job, in 1985, and it was through my contributions that I climbed the ladder to one day become co-founder and VP of product development of my third startup.  Perhaps this colors my views, which are that you gain the power to make changes and wield authority by moving up through the ranks.  My years of military service prior to 1985 may also have colored my view.  You get it when you earn it, not by banding together to revolt, in a manner of speaking. 

    /rant
    In fairness i never saw it from the other side….

    from my perspective, when the boss turns up in a new mercedes s-class with all the bells and whistles then claims he cant afford to pay staff more than minimum wage… really enrages me, and makes me want to fight back, as without the workers working for minimum wage, the business would grind to a halt and he wouldnt be able to afford that car, his 5 bed detached house and acres of land or anything else, im not saying he shouldnt benefit from building a business, he absolutely should, but why should i be driving a 16 year old car, struggling to put food on the table while he changes his brand new car every year when i am one of the people making him so much money…

    He should slow down his spending a bit and give us a pay rise so we can afford to live a bit more comfortably, i doubt it would hit his living standards too bad if he gave us all an extra few quid per hour….

    it goes both ways, we have no union, but i feel if we did we might be able to get a better deal
    It is YOUR responsibility to improve yourself and make yourself more valuable in the workforce.   Education, certificates, taking risk, working harder than the next person.   Create your own opportunities.  The owners you criticize are the ones paying 50%+ of all the taxes 
    radarthekat
  • Biden demands antitrust action against Big Tech during State of the Union

    Madbum said:
    Anti Business and Anti American liar in chief.

    I honestly thought I was getting moderate Scranton Joe and he wasn’t the typical new  Democrat when I voted for him 2 years ago , I thought I was getting Bill Clinton again but we are getting a socialist . 

    Let’s let the Chinese spy balloon fly over USA for week letting it do god knows what but let’s go after our own great American companies with help of Europeans. 

    Ever seen anyone do a self knee cap?

    Funny stuff, particularly the "socialist" thing. I guess, though, once you get so far to the right, even the center seems like a "far left" position from that perspective.
    Nope 
    watto_cobra
  • Apple stock has regained what it lost after earnings - and then some

    There are three key things that are driving the stock re-bound, 

    1)   Increasing installed based.   All GEOs and all product categories.   Up over 150 million in last year.   Even in this slowing environment, all is taking share and adding new users.   Who will, eventually, buy more/new Apple products and feed Service growth 

    2)  Increasing engagement of the users across the Apple platform.  Luca mentioned this several times on the call, and how give him high comfort on future growth

    3)  Increasing margins.  Apple projected all-time record gross margins for the March quarter.   Even in the face of FX and the macro environment.   This points to material step-up in margins when looking forward 



    FileMakerFellertwokatmewwatto_cobra