21yr_mac_user

freerange said:

8thman said:

Did they break out Android's numbers??

ROFLOL - good one!

One day advertisers are going to wake up and realize that most of them are pissing their money away with this company.

I don't think so. For example: In the last year I've had all my old apple products no longer run youtube as Google changed the code to force ads. When I use youtube on newer apple products the ads are much longer and more invasive then in the past. Google basically has a monopoly with youtube and can dial up the advertising as much as it wants - it could double or triple the ad revenue ad in a moments notice and I think that's what they did last year. No one talks about youtube but I use it every day (and and my family are I'm very casual lightweight users). Just to support this I googled and found an analyst snippet "We believe the aggregated revenue contribution from YouTube AND Google Play has risen from 4% of Gross Revenue in 2010 to 15% in 2015 and should reach 24% by 2020, given the higher trajectory of growth versus core search"

One thing I don't get. Nearly all of the iPhone's component costs are in Asian depreciated currencies. So if the US dollar gains big, the raw cost for Apple for the most part goes down a similar percentage (R&D is separately expensed in US dollars). It would seem then to maintain the current profit margin, the iPhone costs could be relatively constant in the rest of the world and actually go down in the US! Granted there are undoubtedly multi-year component contracts, but ultimately they parallel the exchange rate.