brucemc
About
- Username
- brucemc
- Joined
- Visits
- 89
- Last Active
- Roles
- member
- Points
- 2,049
- Badges
- 1
- Posts
- 1,541
Reactions
-
Apple TV+ launches on November 1, for $4.99 per month
Great pricing (for this and Arcade) - Apple is clearly playing the ecosystem game:
- Get people into the Apple TV app to watch this content plus sign up there for other subscriptions.
- More people and subscriptions in Apple TV app gives Apple leverage to pull more services in to offer it
- Make Apple TV app THE prime way to subscribe and access content.
Apple is introducing content over the course of many months (maybe throughout 12 months), so they are going to keep people interested and not likely to cancel (for those not buying new Apple h/w who would get it for free). I read that Apple isn't likely to make all episodes available right away (like Netflix), but might do something like 3 episodes right away and then remainder introduced each week. This is important to stop the churn of "sign-up to binge watch Stranger Things and other titles and then cancel".
Apple's ecosystem was greatly strengthened today... -
Editorial: CNBC is still serving up some really bad hot takes on Apple
-
Editorial: After taking the premium tier, HomePod will expand in markets Amazon and Google...
bobolicious said:...if they had an audio focussed (only) option (iCloud free, SIRI-less, external audio in, frequency EQ only 'adjusting') I'd open my wallet, yet the potential privacy (ie. hack) and Apple dependencies on this have kept me at bay... Everything Apple releases now seems to require more data and more iCloud. No thanks. Could this potentially be Orwell's worst nightmare ? -
Apple quietly bought $17B more after record high $24B Q2 stock repurchase [u]
crowley said:corrections said:avon b7 said:corrections said:avon b7 said:
As for leading the tech industry. I disagree.
Clearly you know so much. If only Apple knew what you did. We bow before your great intellect you wise man of incredible logic and foresight.
I’m only surprised you didn’t spend more time explaining how much you love Huawei.
How is Apple already leading the tech industry? That is baloney and I only mentioned the tip of the iceberg!
Let's be realistic.
If Apple had had the foresight, it would have snapped up Netflix long ago instead of having to invest billions - for other companies - to provide content and try to establish itself in yet another saturated market!
Are you implying that Apple wasn't late to streaming? Where was the foresight? Spotify since 2008. Apple Music since 2015. Apple chose a different path originally. Just like with screen size.
The reality is that even a few short years ago Apple had no idea what it was going to do or where it was headed. It was firmly entrenched in iPhone and trying to leverage services more profitably. It had Apple TV as a hobby, the Mac business and iPad. Then Apple Watch - CE! The tech industry spans far more than CE!
It hoarded (thanks to iPhone) and that's fine but don't try to make claims that don't even begin to hold water. However much you love Apple.
When Apple starts producing cutting edge technology from the top right down to the bottom and impacting a far broader swathe of technologies, you might be able to make such claims but right now they are completely out of place.
Instead of going on the attack, explain why you feel you can make those affirmations and then we will see how your explanations hold up.
Netflix and Spotify haven't made much if any money across a decade of frantic building. Apple could have bought and developed those companies instead of focusing on building the future of mobile devices and platforms, but then instead of earning a trillion dollars and sitting on a trillion dollar enterprise, it would own Netflix and Spotify, two massive money pits that won't ever make substantial money. Their share prices have gone up, but that's all bullshit investment erecting a "house of cards" (ughh) much like the huge bubble of AOL that was "worth" lots until investors realized that no it wasn't.
https://www.wolframalpha.com/input/?i=netflix+profit+2009+to+2019 -
Apple quietly bought $17B more after record high $24B Q2 stock repurchase [u]
gmgravytrain said:Apart from counting how many outstanding shares are disappearing, I would never know Apple is buying back shares. I see the EPS is rising, but that hasn't stopped the P/E from falling. I certainly do get my dividends but other than that, Apple's share gains are nothing special and likely worse than any of the FANG stocks. It just seems as though Apple's overall value is either not moving or falling despite all those stock buybacks. Meanwhile, Microsoft is absolutely killing it and has left Apple well in the dust in terms of market cap. Microsoft makes being a trillion-dollar company look easy. Wall Street has no doubts at all Microsoft is a trillion-dollar company as they doubted about Apple. Apple had such a huge advantage to stay as a trillion-dollar company but just threw it all away. China is lost for Apple with no hope of getting anything back. India and Africa are non-starters for Apple to make any gains with.Apple should have taken that $24B and bought some cloud computing company to possibly offset all the lost revenue from declining iPhone sales. Cloud computing is a hot market with supposedly great growth potential. Apple doesn't seem to have diddly when it comes to growth. I realize their Services is growing, but barely fast enough to offset lost iPhone revenue. Apple should be able to do a lot better, considering all that cash they have to spend. I had been hearing about all those data centers Apple was spending money on, so whatever became of them. Are they just being used for iCloud? It sure seems like a waste of money to build dozens of data centers just for thatI'm no financial expert but I just get tired of hearing all the talk about Apple's post-iPhone doom and gloom. Apple needs to get into a decent growth business and maybe the stock will be less volatile. I'm sure a growth business would be more effective than just buying back shares.You are arguing that Apple shouldn't be Apple, in order to have focus on an increasing share price. Which IMO would be bad for the longterm focus of the company.
I invest in Apple because of how they manage their business, their intense focus, their discipline, their methodical way of growing the ecosystem. I invest in other companies for other things.
You should invest in Microsoft, if you haven't already (I am a fan). If you are unhappy with Apple, then sell your shares. Me - I have faith in the Apple way, the Apple vision, and the management of the company. AAPL is a core stock of my portfolio (which has dozens of other equities as well).