Last Active
  • Disney+ streaming service to offer entire Disney movie catalog, including 'Disney Vault' t...

    MacPro said:
    Apple's streaming service is DOA.  There's no way they compete with this.
    Maybe Apple should buy Disney. ;)
    Apple doesn't want to buy Disney.  Can you see them running Amusement parks, Crusie Lines, and Resorts?  Not to mention, several tv networks.  Streaming is a smart part of the Disney empire.  Apple like to have a limited offering, hence canceling routers.  Running Disney would be a big problem. 
  • Editorial: Apple's waiting game on foldable iPhones is no surprise

    "Unfailingly, Apple is always either late or incredibly late to the party. In every single case, though, Apple is better."

    That is an old paradigm.  Things have changed.  Apple isn't the disruptor it used to be.  They were late to music streaming and after 4yrs  Spotify is still #1.  Their big hope is to try and bleed Spotify out of cash, as opposed to having a better service that everyone wants.  4 yrs into the iPod, iPhone, and iPad, they were the dominate player.  They were late the smart speaker market and got crushed by Amazon and Google.  They're late to the video streaming space and that looks like a major uphill fight.  They completely missed out on web services that turned Microsoft and Amazon into behemoths.

    Even on the products that they were early on, they're struggling.  Siri is way behind the other assistants and Apple TV became a high priced streaming box with minimal market share.

    I don't know if folding phones are the future.  I do know that Apple isn't competing against the likes of RIM,Nokia, and FitBit anymore.  They need to get faster at getting new products to market as well as faster at updating already existing products.  The game has changed, they need to evolve with it.

  • HomePod sales up in fourth quarter, Amazon and Google extending lead

    genovelle said:
    Let see 38.5 million units sold.

    Amazon 13.7% (5,274,500 units) x $20 
    $105,490,000 Revenue
    Reasonable to assume less than 5% profit margins 
    $5,274,500 profit

    Apple 1.6% (616,000 units) x $349
    $214,984,000 Revenue 
    Reasonable to assume historic profit margins of 30%
    $64,495,200 profit

    Think I’ll hold my Apple positions.

    Those aren’t the percentages, they are units shipped in millions. 
    13.7 million x $20 x  5% =    13,700,000 profit
    1.6 Million x $349 x 30% = 167,000,000 profit

    So, it’s actually worse. 
    You're both missing the point.  The point isn't to make $ on the sale of the speaker, the point is to tie people into your ecosystem and sell them other stuff.  I believe that the average echo owner spends $700 more per year than does the average Prime customer.  It gets people to do things like get Audible books because they play on the Echo speaker.  They get you to buy Amazon Music.  Those speakers sales are a one time purchase.  People aren't going to be buying new speakers every year.  The upgrade is in the software, not the hardware.  Amazon is running away with home automation.  Apple has largely lost the battle for the home space
  • Apple's guidance correction in China would be great news from Samsung

    The problem is Apple is too slow to react.  In the Cook era the biggest innovation is the Apple Watch.  Meanwhile Amazon develops Alexa and AWS. Alexa is so successful that Apple is forced to allow Apple music Alexa devices.  Microsoft develops their own web services. Netflix dominates streaming.  Disney is prepared to release their own massive streaming platform.

    It's not about pure innovation.  It's about speed to react.  Apple is used to coming late to the party with a great product that blows away the mediocre products in that category.  The days of disrupting a new market is over for Apple.  The competition is too smart, too big, and too well funded.  Apple and Cook have to adjust to the times.  Otherwise they will continue to fall behind.
  • Apple lowers holiday quarter guidance on lower than expected iPhone sales

    Cook kept talking about how far China was off. I wonder about him killing off the SE. That effectively took the lowest cost phone from $350 to $450. That's quite a hike in price. Particularly in China where the the avg price for a smartphone is around $200.
    neil anderson