AAPL and Apple

[manch]

Before AT&T was broken up, it had a monopoly on telephone network. It built the whole thing and maintained it. If it wasn’t broken up, I am sure these Apple fanboys would agree AT&T should charge 30% on every business transaction done on a phone.

If you called a pizza restaurant to order a pizza, the restaurant should pay 30% of your order to AT&T.

Luckily AT&T was broken up by antitrust.

How about Microsoft? If it didn’t lose the antitrust case and all computers ran Windows, should it be allowed to charge 30% on every transaction done with on Internet Explorer? After all, it built Windows and maintained it. And handled customer complaints.

[hanera]

For people who don’t read and shoot like a cowboy. Repost the link below.

Every Apple App Store fee, explained: How much, for what, and when |...

IE? Obviously not Apple to Apple comparison. Web apps doesn’t run on MSFT-owned servers at all.

Thinking aloud: May be electric utilities should take cut for any digital transactions.

[manch]

@hanera

Web apps doesn’t run on MSFT-owned servers at all.

iPhone apps don’t run on Apple servers either.

Why the distinction between digital and physical goods? What is the difference between buying a movie on DVD vs buying it digitally?

[hanera]

.

@manch

iPhone apps don’t run on Apple servers either.

You want me to go into technical details why it is not Apple2Apple comparison?

[hanera]

.

@manch

Why the distinction between digital and physical goods? What is the difference between buying a movie on DVD vs buying it digitally?

I am not here to explain this. I merely share the policy published.

[hanera]

Earnings Feb 1… would resolve which count is correct. AAPL has to beat the whisper $2.14 to make a new ATH. Merely above consensus of $2.09 but below whisper won’t.

Posted on Dec 23, 2023.

@hanera

EW indicates sentiments of traders will be bearish till either there is an earning surprise or an official launch of Apple Vision Pro.

EWT: Larger degree (multi-month to multi-year) count

[hanera]

More iPhone sale Is also a preparation for Vision Pro e.g. no porn app on Apple App Store for Vision Pro.

[hanera]

2 days before earning. What is the motivation?

Apple stock falls 1.5% as analyst Kuo says iPhone shipments could drop 15% in...

[manch]

From Kuo’s post. Notice Apple’s problem in China.

[hanera]

Tag: On device LLM

Why Apple is Quietly Buying AI Companies

Apple has bought the most AI startups of all but at the same time they’re keeping quiet about it. In this episode we see what they’re up to and the improvements that could be coming to Siri.

Efficient Large Language Model Inference with Limited Memory

2312.11514.pdf

[hanera]

Apple’s headset ushers in a new era of personal technology — The Economist

…Meta’s latest VR headset, the Quest 3, offers 500 or so. The Vision Pro already boasts around 350 purpose-built apps, and can run the iPhone versions of most of the roughly 2m available in the App Store…

350 already Some1 said developers are not developing for Vision Pro.

[hanera]

Apple Vision Pro to launch with over 600 apps and games optimized for the new...

600 apps now

[hanera]

Apple revenue grows for the first time in a year, but China shows weakness —...

Apple said it had 2.2 billion active devices in use, a metric that many analysts say informs how they forecast Apple’s services growth. That’s up from 2 billion active devices at the same time last year.

10% increase

[manch]

Apple finally growing revenue again. But only at 2% which is even more pathetic than Tesla.

[manch]

Apple revenue grew everywhere except China. But people who understand China reassure us China is doing great?

[manch]

Cramer’s summary:

[manch]

After hour performance:

[hanera]

Apple reported $33.92 billion in net income during the quarter, up 13% from the same period last year.

Despite 2% increase in revenue. Increased efficiency.

Gross margin: 45.9% vs. 45.3% estimated

Pricing power.

…this year’s December quarter has one fewer week than last year’s first fiscal quarter due to the way Apple’s corporate calendar works.

13 weeks this year. Last year 14 weeks.

…“installed base of active devices has now surpassed 2.2 billion, reaching an all-time high across all products and geographic segments.”

[hanera]

Today, Feb 2, 2024…

Jan 29, 2024

@hanera

Earnings Feb 1… would resolve which count is correct.

Dec 23, 2023

@hanera

EW indicates sentiments of traders will be bearish till either there is an earning surprise or an official launch of Vision Pro.

[hanera]

Hopium?

iPhone AI and Siri 2.0 will launch in 2024, says Morgan Stanley.

Investment bank Morgan Stanley believes that Apple is accelerating its AI work and will announce an improved Siri at WWDC, and launch an AI-powered iPhone in September 2024.

“[We believe that] 2024 will be the year when Apple’s 'Edge AI”’ opportunity likely comes to fruition," say the analysts in a note seen by AppleInsider , “highlighted by an LLM-powered Siri 2.0 and a broader Gen AI-enabled operating system (introduced at WWDC in June) that has the potential to catalyze an iPhone upgrade cycle.”