charlesn

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charlesn
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  • Apple Watch blood oxygen ban should never have been put in place, and Apple wants it overt...

    I really expected this to get settled quickly once Kiani was out of the picture. "Getting" Apple had become a senseless, great white whale obsession for him, as evidenced by his expenditure of over $100 million in legal fees for which he got nothing of tangible value, only a pyrrhic victory in Apple disabling blood ox readings via software in watches sold in the U.S. starting Jan 2024. But the $100+ million in legal fees was nothing compared to Kiani's $1 billion dollar purchase of a high end audio company comglomerate. If you're wondering why the hell a medical devices company would spend a billion on high end audio, the hedge fund shareholders of Masimo were wondering the same. Supposedly, Kiani did this to get access to retail channels (think Best Buy, etc) through which he hope to sell Masimo watches and other consumer products. What, you never saw the big Masimo display of products at Best Buy? Exactly. And this insane purchase led to the hedgies giving Kiani the boot. Masimo finally unloaded Sound United in May but could only get $350 million for it, a loss of over $650 million in the three years since the purchase, all thanks to Kiani. What a guy!
    ashsaturdayAlex1Nzeus423muthuk_vanalingamSmittyWStrangeDaysronn
  • Apple's 'F1' movie tops box office, expects to earn over $300 million

    mpantone said:
    charlesn said:
    anthogag said:
    Why would Apple make it on-demand before it goes freely to TV+ subscribers? It should go straight to TV+ for members; it could attract more membership sign-ups.  
    F1 would be the greatest and most effective marketing tool EVER to drive interest and sign-ups for the Apple TV+ service--and Apple is going to trade that for one-time revenue it gets by parking it on pay-per-view for months before Apple TV+ gets it?
    Formula One -- while the most prestigious motorsports competition -- is nothing compared to football/soccer.

    Apple has no broadcast/streaming rights to the real motorsports competition. Most films have a theatrical run of about four weeks (some kids movies are the typical exception because of repeat viewings). F1: The Movie already dropped off -54% (domestic box office) this past weekend compared to the opening weekend. Ticket sales will continue to plummet and in 3-4 weeks it will not be in theaters.

    People aren't going to sign up for a TV streaming subscription service for one 155 minute film. Everyone knows eventually it'll be on streaming services.

    Hell, more people probably sign up for Apple's exclusives like Ted Lasso or Severance because they believe that more content is on the way. When the ending credits roll on F1: The Movie, that's it and many people make a beeline for the exits.

    F1: The Movie will likely break even on its rumored $300 million budget. That's not a success story in the film industry. A successful movie makes a lot of money compared to its budget. For example Risky Business (1983) had a $6.2 million budget and made $63 million domestically. The Matrix (1999) made $467 million worldwide on a $63 million budget. THOSE are success stories in Hollywood.

    F1: The Movie would really need to make a billion worldwide to really be considered a box office success. It would have to start by covering its budget on domestic box office which it is nowhere close to: about two-thirds of F1's box office revenue is international which is unsurprising because Formula One's popularity is greater internationally than in the USA.
    Everything you've said is a denial of the strategy that Netflix has used VERY successfully with its big budget films. So you'll excuse me if I find Netflix's proven business model more credible than your off-the-cuff, baseless ramblings. By the way, ALL of in the industry news sites -- Variety, Hollywood Reporter, Puck, etc -- call F1 a bonafide big hit. This article is already behind the box office story, predicting F1 "could" hit $300 million by mid-July. In fact, it's already at $294 million as of July 7, and over 60% of tickets sales are international, no surprise for an F1 movie. It's also the #11 movie for the year in box office after just 10 days in release, so will likely end up in the middle of the top 10 of the year. 
    williamlondon
  • Apple's 'F1' movie tops box office, expects to earn over $300 million

    anthogag said:
    Why would Apple make it on-demand before it goes freely to TV+ subscribers? It should go straight to TV+ for members; it could attract more membership sign-ups.  
    100%. This is a bonkers decision that makes absolutely no sense. F1 would be the greatest and most effective marketing tool EVER to drive interest and sign-ups for the Apple TV+ service--and Apple is going to trade that for one-time revenue it gets by parking it on pay-per-view for months before Apple TV+ gets it? (Not to mention hugely pissing off current subscribers.) Look at what Netflix does--you know, that modestly successful service with 300 million subscribers and a stock price over $1200/share. Its biggest movies with the biggest stars and biggest directors play in theaters for just a few weeks to qualify for Academy Awards then go direct to Netflix. They seem to know something about how to use big budget/big talent movies successfully to build and hold their subscriber base--maybe Apple, with a service that's the subscriber laggard of the major streamers, should pay attention? 
    anthogagdewmeWesley_Hilliardwilliamlondon
  • Tim Cook isn't going to get fired, and Steve Jobs isn't rolling over in his grave

    This made me laugh: "Jobs would claim to not think about money, and trust that if you do good work, the results follow."

    Oh, really? Jobs's first tenure at Apple nearly drove the company to bankruptcy, a fate avoided only by firing him, because Steve was too devoted to admittledly excellent, groundbreaking products that did not sell at their price point. So much for the belief that results will follow if you do good work. "Visionary" doesn't count if you can't keep your business IN BUSINESS. 

    Next Inc was next for Steve, also a failure--good work but poor results. And it's at this point that Apple saves Steve from Next and Steve saves Apple from pretty much the state in which he left it: near bankruptcy. And what's interesting is that his Apple-saving big idea was the antithesis of his work to that point, not really a "big" idea at all: the iMac, an all-in-one consumer desktop that broke new ground for Apple in affordability and cuteness, two descriptors with which I never would have never associated with Steve in the past. But it worked and the rest is history. 

    People keeping waiting for the next iPhone moment and criticize Cook for never having one one, but Cook has shown that you can be very successful without a clear home run like the iPhone--Cook just keeps hitting singles, doubles and the occasional triple (Services for sure in that category), and what he doesn't do is hit "outs." And Apple has done extremely well under his leadership. 
    Alex1Nh4y3sboboliciouswilliamlondontmayargonautjib
  • Apple Product identifiers have leaked every Mac release through 2026

    kiowawa said:
    Penzi said:
    Dear Apple,

    the 11” MBAir was the closest I’ve ever come to liking a laptop. I was hopeful that a 12” MacBook would be that sweetest of things but having firmed up my financing, you canned it. Please revive the 12” MacBook with A series chip. Guaranteed sale.

    Yours,

    Me
    Likewise. Guaranteed sale. 

    M.E.
    +1. Look, we're up to 3 sales already. How can Apple say no?
    Alex1Nmuthuk_vanalingamTRAGargonaut