Apple Reports 4Q 2020 Results: $12.7B Profit on $64.7B Revenue

farewelwilliams said:
No.

$320 million *REVENUE*. It doesn't mean $320 million goes into their pocket. And I said *less than*.

They could easily switch to USB-C and draw in half a million Android users that are holding out for a USB-C iPhone and it would easily make up for the lost revenue and then some. Not to mention they'll be selling a ridiculous amount of USB-C accessories too.



There's already a report saying iPhone 12 has less margins. So any savings from smaller packaging was lost from the premium on 5G, OLED screens, and double storage.

9to5mac.com

iPhone 12 5G may hit Apple margins despite removing headphones and charger - 9to5Mac

On the heels of Apple unveiling the iPhone 12 with 5G and other upgrades, a new analyst note from Barclays...
9to5mac.com 9to5mac.com
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No to your no.

You stated revenue, so that’s the number I used. I am well aware of the difference and added the tilde to show in the region of.
 
Mac sales managed to hit a new record, even though x86 Macs have've been "Osborne effect" killed off by the Apple Silicon announcements. I'm wondering if businesses and pro-users are stocking up on Macs that can still run BootCamp or x86 VMs and Docker images.
 
farewelwilliams said:
I think it needs to be said: Wearables/Home/Accessories includes AirPods, Apple Watch, HomePods, beats headphones, Apple TV, Pro XDR, and all the world of accessories. That makes up 12% of Apple's revenue.

People who think Apple makes a ton from "adapters" really need to dissect this 12%. Lightning adapters and cables *LIKELY* makes up less than 0.5% of total revenue.

So next time you see "Apple doesn't want to switch to USB-C because they want more money", really think about how much lightning affects their revenue.
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FINALLY. And also they should take into consideration that it’s not a neutral decision: it’s not adding 0,5% at the expense of nothing, but risking the 40%.
 
Solid quarter. But look at the drop in share price after hours again. The last few weeks AAPL has performed rather flat. Disappointed about that, TBH. 😢
 
wtf services? What the heck are people paying for? Or is that the app store?

Icloud 50gb is all you need really.
 
Nice small, top and bottom line beat, but that was already priced in. Apple had a good move today with people expected more, have to really kill earnings these days with so much expected. Expecting a bad day for apple stock tomorrow.
 
Someone asked Tim Cook why they don’t do hardware bundles. Tim responds that customers like paying for hardware in monthly installments but doesn’t go any further. I won’t be surprised if all hardware is eventually available to be purchased like iPhone. Especially if doing so makes products turn over more frequently and creates a bigger secondary market. The iPhone 11 Pro I exchanged for a 12 Pro was in perfect condition. I’m sure I’m not the only one trading in hardware in very good condition.
 
So, continued great revenue. Time to start paying your partners better so that they enjoy at least some reasonable level of profitability. If you expect them to live by your rules and treat their employees well, then there has to be some give with all that take. You can’t call yourself one of the most ethical and environmentally-friendly companies on Earth by shifting the responsibility of violating those standards onto partners who must do so to meet your demands.

Step up, Tim. Act a little less like the CFO you used to be.
 
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As you can imagine in this environment, people are less wont to hand over a card. Contactless payment has taken on a different level of adoption and we'll never go back. US has been lagging in contactless payment and I think the pandemic may well put the US on a different trajectory
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I hope so. There are still a lot of places without the option for contactless payments. Where they have it, ApplePay is always my first choice for payment.
 
firewood said:
Mac sales managed to hit a new record, even though x86 Macs have've been "Osborne effect" killed off by the Apple Silicon announcements. I'm wondering if businesses and pro-users are stocking up on Macs that can still run BootCamp or x86 VMs and Docker images.
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Just asking for clarification: Are you mocking the suggestion some may have made that Apple "Osborne effect"ed their Mac line? Or are you saying that the Intel Macs have been "Osborne effect"ed?
 
Seems like iPhone and Mac have stagnated, iPad has declined and Apple have just added services and Wearables that are growing. Honestly though I think the iPhone is the best it has ever been in terms of lineup, they finally have something for everyone. However Apple have put me off with their anti repair policies and this will be my last iPhone unless it changes.

I can see why Apple are doing something totally different with Macs in future though. They really cannot lose much as what they're doing right now isn't working for them. I mean it'll push me away from the Mac and back to Windows.... but people are fleeing Macs due to their overpriced hardware and poor software support.
 
Not surprising to see iPads being the worst platform. I love my big ole iPad Pro for drawing on, nothing competes but that's essentially all it's good for. The OS sucks, it's a second class citizen to iPhone and now even Mac, which is saying something.
 
What we always do in pricing is give the customer a great value and we've done that this year despite the extra features that we placed into the phones
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... and the accessories you left out.
 
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