Author Topic: AAPL - Apple Inc.  (Read 1586581 times)

Liberty

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Re: AAPL - Apple Inc.
« Reply #6740 on: June 28, 2019, 06:07:32 AM »
Appleís Chief Design Officer Jony Ive is leaving the company


https://www.ft.com/content/947e557a-98a8-11e9-8cfb-30c211dcd229?shareType=nongift

Wow

It's not like he wasn't working with huge teams and that he hasn't shaped the culture there to a large extent that will stay after he's gone, but this is a big announcement.

Wow indeed. It will be very interesting to see how they do without him...

To be fair, Johny had already semi-retired a few years ago when design responsibilities fell more on others and he spent a lot of time focusing mostly on Apple Park, but it's still turning a page of Apple history.
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Castanza

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Re: AAPL - Apple Inc.
« Reply #6741 on: June 28, 2019, 06:33:54 AM »
Apple’s Chief Design Officer Jony Ive is leaving the company


https://www.ft.com/content/947e557a-98a8-11e9-8cfb-30c211dcd229?shareType=nongift
Wow

It's not like he wasn't working with huge teams and that he hasn't shaped the culture there to a large extent that will stay after he's gone, but this is a big announcement.

Wow indeed. It will be very interesting to see how they do without him...

To be fair, Johny had already semi-retired a few years ago when design responsibilities fell more on others and he spent a lot of time focusing mostly on Apple Park, but it's still turning a page of Apple history.

Is Apple's design that hard to mimic going forward? I mean once the iconic style is established it shouldn't be that hard for others to carry on. At least styling wise. I don't really picture apple shifting their style to something else (in a dramatic sense) anytime in the near future.
« Last Edit: July 01, 2019, 09:53:09 AM by Castanza »

Liberty

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Liberty

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Re: AAPL - Apple Inc.
« Reply #6743 on: July 04, 2019, 07:13:38 AM »
Better late than never, I suppose (though hardware cycles are longer than people expect, not easy to turn on a dime...):

https://9to5mac.com/2019/07/04/kuo-new-keyboard-macbook-air-pro/
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Liberty

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Re: AAPL - Apple Inc.
« Reply #6744 on: July 25, 2019, 01:52:35 PM »
https://newsroom.intel.com/news-releases/intel-smartphone-modem-business/#gs.s2b0t2

Apple to Acquire Majority of Intelís Smartphone Modem Business (for $1bn)
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LC

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Re: AAPL - Apple Inc.
« Reply #6745 on: August 29, 2019, 01:09:29 PM »
Quote
https://www.cnbc.com/2019/08/29/apple-to-provide-independent-repair-shops-with-iphone-parts.html

Apple reverses stance on iPhone repairs and will supply parts to independent shops for the first time

Interesting development. Perhaps finally feeling the pressure from cheaper phone suppliers?
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Liberty

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Re: AAPL - Apple Inc.
« Reply #6746 on: September 11, 2019, 06:50:19 AM »
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Spekulatius

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Re: AAPL - Apple Inc.
« Reply #6747 on: September 13, 2019, 04:07:23 PM »
Anybody else thinks that the Apple streaming TV offering is very underwhelming? $5/ month for a couple of unproven shows and no existing film library (if I see this correctly )? how is this attractive when I can get Netflix for $13/ month with a huge LIBRARY and to a if shows, or Amazon Video as a perk with Prime? Maybe they get some traction offering this for free with a device,  it who would buy this for full price? It funny that the low monthly cost seems to have pressured  Netflix stock, but ai canít think that this is really competitive.
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johnny

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Re: AAPL - Apple Inc.
« Reply #6748 on: September 13, 2019, 04:12:14 PM »
I think the consensus (and correct) view here is that the TV+ strategy is absolutely bizarre. Their "well I guess it'll just be free to the 100m people who buy something" non-pricing strategy is I think as close to an acknowledgement of that fact as you'll get.

At some big-picture level I can see the angle here. They're wagering a huge amount in absolute terms, but 1% of corporate value to sort of see what happens. It's certainly adjacent enough to their existing business lines that it makes sense for them to be participating. But as I think I've said before, if they were going to do this, they needed to be doing it five years ago instead of spending half a decade jerking around suspicious partners who undermined their platform because of the inconsistent telegraphing.

I think the sleeper here is Apple Arcade. Apple execs as a category are oblivious about gaming, but obviously somebody made some pitch that worked and Arcade has real potential to be not just profitable on its own terms (something I think no sane person is projecting for TV+) but carries very real platform lock-in potential over the long term.

The News+ product continues to be half-assed garbage, and I deeply resent the sort of garbage promotional synergies that Apple seems to be totally shameless about nowadays.


Liberty

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Re: AAPL - Apple Inc.
« Reply #6749 on: September 13, 2019, 04:58:07 PM »
It's not competition to Netflix. They're just starting out, they don't own an existing library like Disney.. it's a way to get more people inside the Apple TV app, where they can subscribe to other channels (like Amazon does), which can be a decently lucrative source of recurring revs, and a way to make the ecosystem a bit stickier. Over time they might build it into something more, but I think they doing it right by starting small and taking their time rather than try to do everything at once and having a ton of execution risk.
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