I’m really looking forward to ai infiltrating all of their products. What little they’ve toyed with so far has sure been — — — —
Got a tip for us?
Let us know
Become a MacRumors Supporter for $50/year with no ads, ability to filter front page stories, and private forums.
What We Learned About Apple During Today's First Quarter Earnings Call
- Thread starter MacRumors
- Start date
- Sort by reaction score
In the light of the global pandemic and China's lockdowns, at the current climate, it can actually be more economical to have manufacturing in the US. Having your supply chains moving is definitely better than not at all (ie the lockdowns). Opportunity cost.
Markets are pretty good at setting prices based on actual consumer demand. The fact that 512 and 23 are larger numbers than 256 and 14 are irrelevant to asking price. Ditto for GB benchmarks, megapixels, mm telephoto, and other spec sheet items that forums love to compare because they can. I think Samsung and Google make great phones and if Android is your thing you can’t go wrong.
Yea, and what Apple is actually doing in AI? Cook doesn't even say anything concrete.
Meanwhile, we have Microsoft investing heavily in ChatGPT. Cook's answer seem like an MBA consultant answer, fluff but nothing concrete.
What about when unions are organized? As a highly skilled manufacturing facility, they can & will stop Apple in it’s tracks. At least foreign governments can be greased.
What I'm focused on as a shareholder:
Services revenue: 935 million subscriptions, this is up 150 million or 19% in the last 12 months. This is a steady, relatively reliable revenue stream, unlike products. Not foolproof, but some very nice diversification and an increasing contribution to their top and bottom line.
Services revenue: 935 million subscriptions, this is up 150 million or 19% in the last 12 months. This is a steady, relatively reliable revenue stream, unlike products. Not foolproof, but some very nice diversification and an increasing contribution to their top and bottom line.
The marketshare speaks for itself. Apple marketshare in many markets like my country is paltry thanks to their overly marked up prices beyond their original intended positioning. Considering we are the largest market in SE Asia, that's quite alarming for a company like Apple. If we had close to US prices, you can bet more people will buy Apple products without hesitations.
Apple priced the 2022 SE higher than the iPhone 11 in my country. That shows you how messed up their pricing is here, screwing up their own price segmentations and lineup.
Tim directly answered your question. Crash detection and EKG. I think with health related data, there is a lot you can do to recognize things in the data.
The next area is user interface. If you treat UI as a language, you have things like pronouns in language and I think the idea of the word "it" can be used in a UI gesture language.
Then when you have VR or AR glasses, AI can recognize things in the camera or create things not in the camera. Basically change or filter reality in some useful or entertaining way.
Imagine a FaceTime with you friend or relative where you both can decide to meet in some far away place. Or if you are selling a house, walk around with the customer and point things out.
It's endless as he said.
Yep. Apple does not do LTS. PPC to Intel was fast and hard, one OS release before being dropped. As was the drop of 32bit Intel systems, they got 2 OS X releases. Ventura's savage cutoffs were no surprise and macOS 14 being Apple Silicon only when it is revealed in a few months at WWDC should not be either. At least alternative Operating Systems are a lot more accessible today than in the past, and the communities dedicated to maintaining old hardware/software compatibility are much more prevalent.
Well, in my country, the 256GB Galaxy Z Fold 4 is still about $100 cheaper than the 256GB 14 Pro Max.
Selling the same thing with minor improvements year after year starts getting old real quick especially at these high prices in a bad economy.
Well, there's no comparison to check his claim. Eg, we can only check his claim if there's an alternate universe where there was no supply chain shortages and no delays on the 14 Pro models.
Considering the 14 Pro models being sold out even in my country (regardless of their outrageous pricing), I tend to believe what Tim said about this might have some weight. Apple's brand power is really strong, and many people are willing to pay up to have that Apple logo. Status symbol in regions like Asia is no joke.
You peasants were in the regular old earnings call? I subscribed to the Apple iEarningscall Pro.
30 BILLION in PROFIT and they had to raise the Apple One price. This is why I despise this company so very much.
"Cook said that people are willing to "stretch" to get the best they can afford."
Disgusting comment from a disgusting person.
"Cook said that people are willing to "stretch" to get the best they can afford."
Disgusting comment from a disgusting person.
LOL.. You did NOT say competent tech support. hahaha
The US doesnt have the work force that china has though. We have the machines but we dont have the people (trained). If we can accomplish that we might have something.
Tim Apple is relying on Apple ecosystem to keep the customers
Honestly I want to switch/ try other phones, but then the iCloud Photos, contacts, Apple Watch all linked to iPhone, that would make the switch be painful. Tim Apple is a smart businessman but not the Apple CEO I would love
Honestly I want to switch/ try other phones, but then the iCloud Photos, contacts, Apple Watch all linked to iPhone, that would make the switch be painful. Tim Apple is a smart businessman but not the Apple CEO I would love
Totally agree, but Apple is not a true luxury company. They are very good at luxury marketing and positioning, but let's not forget their attempt at an actual Luxury product: Apple Watch Edition. It failed twice.But you still upgraded anyway... That's the magic of Apple.
People buy iPhones not because they need a phone, it's because they want the Apple brand. Thus bad economic situations won't affect luxury companies like Apple that badly. This report might "look bad" for Apple, but when we look at the rest of Apple's competitors, Apple is still doing extremely well considering what's going on around the world.
We're coming to the end of a huge period of uninterrupted economic growth that has enabled a lot of "luxury" marketing success to mainstream consumers of shiny goods. What happens to the Influencer economy when that bottom falls out and more and more followers can truly no longer afford to keep up and are forced to be practical with their spending? How many iPhone Pro/Max sales does it take for Apple to keep the product line alive?
The next year is going to be rather interesting to watch, especially if the economic slow-down turns into a true recession. Tech layoffs are what is making the news, but an unsettling number of people I know have started 2023 with a 15-20% pay cut, and eggs are not the only essentials with a noticeable uptick in price. A lot of people right now are much more sensitive to the fact they are getting less and less from their status products. When/how does a company like Apple shift its marketing?
Pretty sure “Lipstick on a Pig 101” is a required course in all modern MBA programs.
If the product works, is easy to set up, and works over 10 years, then why do you need tech support?
That doesn't add up
Last edited:
AI in photography for long exposures, fall detection, spotting health trends, and other useful tech besides a voice assistant to keep lonely people company.