danox
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Apple is rumored to radically change up the iPhone 18 release schedule
Apple needs to start releasing most of their products earlier in the year so that they never miss back to school or the Christmas buying season in other words have as much time as possible with new products on the market within the key parts of the calendar year, let the anchor be WWDC the more professional computer products should come out at WWDC so you have at least six months in a year selling the higher end devices and the same should also apply to the higher end iPhones too.
WWDC is the natural release time (two weeks before and two weeks after) for any higher end products that Apple sells. Although it is unlikely to occur, consider the potential impact if some of the highly anticipated devices were unveiled during the developers’ conference.
The resulting boost in enthusiasm and extended sales period throughout the remainder of the year, leading up to back-to-school and Christmas, would undoubtedly be substantial. For the expensive items that Apple sells you need as much time/runway as possible for people/customers to make their buying decisions particularly leading into the last three months of the calendar year.
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Apple turns to Anthropic to speed up coding & fix buggy tools
blastdoor said:Apple co-developed PPC along with IBM and Motorola. They used it for a little over 10 years. PPC fell behind Intel to a point that Apple had to make the somewhat embarrassing admission that they had no choice but to switch to Intel.
Apple not only survived that switch, but thrived. And eventually developed their own CPU that now completely beats Intel.I predict that a similar story will unfold with AI. Apple had Siri and various other AI/ML technologies, but it fell behind. So now they must somewhat embarrassingly rely on external suppliers. But in doing so, they will make their products better and will thrive. Eventually they will develop a superior AI stack internally. Maybe in 5 years this time instead of 15.Isn’t Apple trying to operate on the edge with their Apple Intelligence and internal on device AI solutions? In comparison to the competition, which is just planning to phone home (always be connected) to the super computers, after all Meta, Google and Microsoft want to collect as much information as possible why would they design anything on the edge.
In the near future It will be fun to see the actual comparisons when you turn off the internet connection and run Robbie the AI agent and who can answer or perform that test will be similar to unplugging a MacBook Pro from the wall and doing the same with a Microsoft PC laptop, and seeing which one actually still performs at full speed and also seeing which one has longer battery life under normal usage, Apples mission hardware, software and privacy is a much harder/longer way to go than their so-called competition.
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Last quarter before Trump tariffs sees Apple beat Wall Street with $95.4 billion earnings
ddawson100 said:Aaaand the stock tanks on reporting. This is about the tariff overhang. Apple is really exposed in this new regime - hardware is 100% a headache and a slide in services guidance doesn’t help.
It would be quite counterproductive for the whims of this administration to prove to be Apple’s undoing. They have to see that not even Foxconn themselves, even given many (unlimited!) incentives, could set up a factory and “bring manufacturing back” to the US quickly.
It’s really nerve wracking as a shareholder watching them have to respond to such challenge coming from inside the house, so to speak. I’m hopeful because Apple has a history of facing existential crises.Apple stock always tanks by in large when they report their earnings and Apple is always perpetually doomed with many people and many analyst like clockwork, doesn’t matter if they replace Intel with a better CPU/SOC, have ecosystems that everybody wants to squad in, or create a variety of Apple Silicon chips to support their hardware it also doesn’t even matter if they create a new C1 modem soon to be C2 or C3 as time goes on.
In the end, Apple is doomed in comparison to their lagging tech competition, this is despite the fact that most of their competition can’t do OS software, or hardware in combination (in house) nor create whole new ecosystems at any usable level.
Since 2000 Apple has easily been one of them best tech companies to invest in long-term (four stock splits and dividends) they still are mainly because of the fact that they can create something a new ecosystem out of nothing, Microsoft has failed to move beyond Windows (market inertia however is on their side just like Intel) both have been fortunate that Apple up till now hasn’t bothered to create servers with Apple Silicon, nor have they created the behind-the-scenes software for doing so as far as we know.
I think behind the scenes that’s changing not because Apple wants to, but once again changing conditions in the marketplace is forcing them to, most of the new things Apple has created in the last 25 years has been because, in order to survive Apple has had to create something to support their hardware, because no one else would.
One side effect in recent times that keeps coming up for Apple is that once a new product/ecosystem becomes successful, everyone wants to jump in and squat for free, then some governmental entity the EU or the United States Justice Department want to declare you a gatekeeper/monopoly after the fact.
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Meta reignites its fight with Apple over platform power & developer freedom
Zuckerberg wants Apple to be Dell or HP computer….bloggerblog said:Meta and Epic are leaches, I won't touch either of them with a ten foot pole
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Last quarter before Trump tariffs sees Apple beat Wall Street with $95.4 billion earnings
nubus said:
Inflation is around 4%, Apple delivered 8%, and Microsoft... 18%. Apple is standing still but priced as if the company delivering massive growth.eriamjh said:Apple is still growing. iPhones are huge but flattening out. Services are still growing. I think Apple needs to increase dividends because their payback is low compared to other smaller complies.
As for payback... do you see AAPL as a bond or a company with the promise of delivering growth through innovation and the ability to deliver? Financial leverage is already much higher than at MSFT. And you want even more?Some of that is true on the Surface, but Apple is also a vertical computer company operating system and hardware which means they are doing more than Microsoft, who like most basically software companies is just floating along the Surface helped in their case by market inertia. But Apple has the ability of moving into Microsoft territory and disrupting which also includes Intel, AMD and Nvidia.Which up until recent times Apple hasn’t done so as aggressively as they should have, but the future of Apple Silicon chips (M5, M6) along with their new C1 modem, and more importantly, all the things that are possible in the future. You can start to worry about Apple in comparison to their competition when their competition can actually make hardware in combination with software at Apple‘s level. If Apple stops (slows down) product iteration of their software and hardware i.e. become a sloth like Motorola of Schaumburg, Illinois, Intel or IBM then you can start to worry.
https://en.wikipedia.org/wiki/Apple_silicon vertical computer company. This is what separates them from Microsoft in which gives them the ability to disrupt, it is also an area where many other tech companies want a free ride on the Apple ecosystem.
