nubus

IIc, IIe, Plus, SE, SE/30, IIcx, Classic, LC, LC II, LC III, Color Classic, LC 475, Centris 610, PB 180c, Duo 210, Quadra 840AV, PowerMac 7500, Power Computing xxx, PowerMac 4400, PowerMac G3 (Beige), PB 1400, AppleVision 1710AV, Newton MP 120, MP 2000, QuickTake 150, eMate 300, iBook (Tangerine), Pismo (PB G3), MacBook Pro (Core), MacBook Pro 15 (mid-2010), OSX86, iPhone 15 Pro.... and waiting for something insanely great! Well, it seems Apple Intelligence is insanely great by functionality - not by name. A new golden era.

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nubus
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  • Apple may be gearing up for first corporate bond sale since 2023

    It is unclear exactly why Apple wants to sell bonds and raise cash, especially since its Q2 2025 results revealed it had $28 billion in "cash and cash equivalents," along with other assets. 

    Apple must borrow in the US as profits are cash is kept offshore to avoid contributing to the US. It has caused a significant financial leverage and it makes borrowing more expensive for Apple. The alternative would be to pay taxes in the US.
    appleinsideruser
  • Epic vs. Apple: What Apple is being forced to do to the App Store

    bulk001 said:

    Patreon has already said it will decrease prices by 30%. I'd call that a big win. Apple has been hiding this from the judge exactly because it IS a big deal to their profits.
    Don't expect that decrease to last very long. This was never about lowering prices for consumers. It was about increasing revenue. 
    Prices can go down or not, but one thing is sure: The incitement to invest in apps for iOS is up. Not only for the removal of the 43% tariff. Software companies can now get a connection to users (as mentioned in the verdict). This is huge to any business.
    tiredskillswatto_cobra
  • Last quarter before Trump tariffs sees Apple beat Wall Street with $95.4 billion earnings

    danox said:
    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.

    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.
    Microsoft is even more vertical. Microsoft moved from selling software to cloud hosting - a combo of software, access to hardware, and operations. MS Azure alone is 3x the revenue of Apple services. Xbox hardware + ownership of gaming studios + cloud services is as vertical as you get. Or MS Copilot built with help from OpenAI (49% MS). You don't see Xcode services or Apple using a subsidiary like Claris at all.

    Cook and his team of penny-pinchers made Apple #2 to Microsoft. That is not OK.
    muthuk_vanalingam
  • Epic vs. Apple: What Apple is being forced to do to the App Store

    ssfe11 said:
    It’s one clueless Judge who is making this decision. Once an intelligent tech savvy court hears the details of this case they will shake their heads in amazement that Judge Rogers ruled this way. 
    Not sure why you feel it is necessary to write about anyone in such language. Did you even read the verdict? This is her third case with Apple and the first where she doesn't let Apple win in full (Apple won most of the case). The verdict is both technical and to the point.

    And the verdict isn't even that important.

    What does matter is that the VP of Finance lied under oath to subvert the verdict and Apple knew he was doing so. Another judge came to the same conclusion. And so this is becoming a criminal investigation against the VP and Apple. Cook or the board must act on it.
    jibwilliamlondonAlex1Nmuthuk_vanalingamtiredskillsjroybala1234elijahgwatto_cobra
  • China tariff war worries and more: What to expect from Apple's Q2 2025 earnings

    Xed said:
    AppleZulu said:
    I am trying to imagine the response if Apple's profit had dropped by 71% and Tim Cook got on the call to say he was going to cut back his extracurricular activities
    What extracurricular activities?
    Flag waving at Formula 1. The board should stop Cook from ever doing that again :smile: 
    sconosciuto