Folio

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Folio
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  • Apple disputes allegations that Apple TV+ trial will drive down stock price

    FolioFolio
    The last time Apple did somewhat equivalent was responding to analyst reports of China fears circa late Dec 2018 if I recall. Someone at AI must track. But same day rebuttal of single analyst is unique, I think. Shows that Apple guards rep of its committment to new push seriously.... As for licensed content point of @maestro, I think that is one reason Apple can price TV and Arcade at 50 percent lower than Apple Music and News+. If the scale is there, these need not be introductory rates.
    gatorguywatto_cobra

  • Apple disputes allegations that Apple TV+ trial will drive down stock price

    FolioFolio
    anantksundaram said:
    Such a piece of BS analysis from GS. Apple will sell, say conservatively, 240M devices in the coming year. Assuming 10% of them decide to continue with @TV+, that's 24M paying $60/year from Year 2 and on. If we assume -- again, conservatively -- a 40% profit margin on services, that's $576M in profit every year for a long time. At a PE ratio of 18x (about where it currently is), that's a ~$10B gain in value.

    You can quarrel with my specific, quick-and-dirty assumptions and pick different ones  but under a wide range of such assumptions, the point is that there is no loss of value, to be sure.

    Sheesh. Stupid analysts.
    Yes, big pix I agree. But I conservatively would estimate (instead of 240 million devices) about 100 million households. My guess is 20 percent won't unsubscribe from a $5/ month cost, especially with new content and continuing series. 
    watto_cobra

  • Hands on with Apple's new iPhone 11 case lineup

    FolioFolio
    My Apple leather case for X is a thing of beauty. Easy to withdraw but doesnt slide out of pockets. Feel and look still great after two years. Andrew right about buttons too. (It's actually one reason for me not to upgrade. But still hoping I will, once I check out Pro models in person. )
    StrangeDays

  • All the new health & fitness features coming to iOS 13 & watchOS 6

    FolioFolio
    Nice roundup. Wasnt aware of that new trends aspect. I've been lagging lately since dog days of summer. So looks like a sober kick when I upgrade to 13.
    watto_cobra

  • Apple introduces billing grace period for auto-renewing subscriptions

    FolioFolio
    Agree @zroger. Lately Apple's gotten worse with me as well, email receipt for EACH purchase instead of bundling. Some days it seems like Apple spamming my inbox.
    mbenz1962zroger73