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Apple Revenue
- Apple revenue growth strategy? Google has cloud & Hardware, Amazon has...well everything. I’m curious how Apple is going to *try* to have another meaningful revenue growth engine (content / music / App Store still no where close to being able to diversity its portfolio given Apple’s size, and smart phone business is saturated in
- Apple revenue 14% up iPhone shipments almost 3% up. Solid!
- link Apple privacy change on fb ads revenue https://www.wsj.com/articles/apples-privacy-change-will-hit-facebooks-core-ad-business-heres-how-11611938750 Hi guys, How would this affect fb ads revenue. It says apple will enforce on q1, that means to see the affects, we will expect to see revenue changes on following quarters earning call? Ho
- vote Seriously, Wtf FB ? Helping small businesses and not because 99% of the revenue is from ads ? It’s like telling users that apple is not letting us steal more from you, please help us ! Please! Where does this end ?#tech
- Meta earnings - Why are folks on blind who make so much in RSUs so bad at valuation of stocks? This company has one of the best balance sheet in the world. Had been trading at 15x free cash flow. The boomers at Blackrock or any of these big firms would get a hard on to own a business like Meta at 15x free cash flow even if revenue stayed flat. Most mature businesses trade at 10-15x cash flow.
- vote Which Faang would you be reluctant to invest? Netflix: many competition , lose existing customer; Apple: same product over and over again, not many new stuff and technologies , but iPhone still hold majority of hardware product, it is difficult to see Apple lose customer; Meta: FB falling with privacy dispute with apple, metaverse as a new s
- vote FAANG is dead With the current market volatility it is clear that the new top tier of companies is ready to be named. Out with the 2010’s model of speculative growth stocks paying absurd compensation based off of improbable forecasts and passion project investors. I declare the new Tech Top Tier. It is based on
- Do you think Apple approached Facebook? Back when apple was about to introduce the privacy feature, do you think apple reached out to Facebook about potential revenue loss that could occur because of it. I am assuming they didn’t
- vote Blood bath week ahead: Ad revenue shift and upcoming earnings reports Apple ads privacy changes in ios14 announced a couple of months ago are showing its impact in earnings report of companies heavily relying on ad revenue, e.g. Snap. Apple is playing with Facebook and Google's ads revenue from iOS as well. Earnings report of these companies are next week: - Facebook
- vote Will Apple's future Rev's be dominated by Rev from subscriptions. #Apple's future Rev's will be dominated by subscriptions and Apple is doing all it can to make that happen. #Strategy for moving towards a subscription heavy revenue model. Step 1: Introduce new Subscription services ( Apple TV +, Apple Arcade, Apple News ). Step 2: Introduce a low-end iPhone to
- Shopify and Stripe guys congratulations Heard these two companies are the first ones to integrate with Apple Pay for receiving payments. That must be a good revenue stream. Hopefully apple gives control on issuance side as well in future. It’s good that apple is opening up its NFC access to third parties. #tech #stripe #shopify #apple
- Congratulations Apple. Crushed it again! Stock is up. All you Apple haters, bring it on. Higher revenue (than expectations) and strong pipeline. Services is killing it. Congratulations. 🍎!!!
- The fate of FAANG Apple revenue is slowing down. Xiaomi grew from 11% to 13% market share in 2021. It will dominate by 2030 with apple already struggling to find parts as xiaomi takes them. Amazon sells iPhones. Google, Facebook sell ads for amazon crap. The rest of the tech industry is a pyramid scheme built on app
- New drinking game Take a drink every time FB blames Apple for mobile ad revenue impact due to changes in iOS privacy rules
- link Google bringing privacy changes Google plan to bring similar privacy changes as Apple, but willing to give two years for companies to adopt to it. https://www.cnbc.com/2022/02/16/google-plans-android-privacy-change-similar-to-apples.html Is this end of Meta adv revenue?
- vote Would there be a iPhone 12 if Steve Jobs were still alive? Wouldn’t Apple have innovated something new by now and their entire revenue would be focused on that new product lineup?
- Revenue impact due to Covid 19 Obviously Apple got a big impact. What about others? Netflix might have more viewers? What about ads revenues of Google and Facebook?
- Why did Apple’s privacy changes affect FB revenue but not Google’s? Why did Apple’s privacy changes affect FB’s ad revenue but not Google’s? Disclaimer: didn’t read their 10k /10q. Anyone can explain? Or is the effect just not shown at Google yet? #tech #apple #google #meta
- Netflix stock is absolutely going in the gutter Netflix is going to compete with Apple TV bundled on iOS and Samsung TV. Literally nobody survives competing with a bundled app. Hordes of much larger companies vs netlfix is going to trash their revenue. Apple will cannibalize them at $1000 a share.
- Apple may make more money from Metaverse As long as young people use apple devices, apple keeps making money through their AppStore (30% deduction) Even when Metaverse comes out, it has to go through AppStore thereby giving Apple a lot of revenue. Apple new phones with LIDAR proves they are very focused on AR and they believe that’s the f
- Is Facebook facing an existential crisis Just wondering how the Apple iOS 14.5 update with App tracking transparency is going to affect Facebook. With Facebook dependent on advertising as their primary revenue source and iOS users being the most profitable, can Facebook ads be still relevant if users don’t allow tracking. With ios 14.5 an
- Amazon stock overvalued Just to give you some context, I worked in Amazon for 6 years and other tech companies for 4 years, follow tech closely and trade a lot.. I think people are confused about how to value Amazon retail.. aws , Alexa, etc.. are tech and valued on par with other but retail is over valued.. it is like a
- How is Apple v. Spotify not a blatant case of anti trust violation? Like think about it. If Spotify wants someone to sign up in-app, they have to take a 30% revenue hit? Whereas Apple can sell Apple Music subscriptions directly with no revenue hit? I can’t think of a clearer example of using your position in one market to create an unfair advantage in another mar
- vote Blind selling personal data, possiblè ? Blind currently has in place/in future forms, a biz model by offering Employers your real identity to generate revenue, possible ? #amazon #netflix #splunk #linkedin #facebook #google #apple
- What’s UP at SNAP? After latest iOS changes Snap stock tanked. Can Snap pivot its business model to fulfill its ad revenue? Maybe convince its users to turn on tracking? They keep saying that FB has no real competition and it’s too big, how about Apple buys Snap? I think they kind of fit together. What do you think?
- vote Apple ICT3 vs HubSpot S1 Apple - Software Engineer (ICT3) Team: Apple Pay TC - 220k HubSpot - Senior Software Engineer (S1 - Remote) Team: Revenue Product Group (Payments) TC - 220k YOE: 5 years Loc: Austin, TX My goal is to eventually be an Manager, wondering which position will get me there faster. Be it an internal pr
- link Facebook Ad Revenue Just bought a bunch of shares today, how does the long term outlook look. https://www.cnbc.com/2020/08/26/facebook-apple-ios-14-could-cut-audience-network-revenue-in-half.html
- vote What's the next big thing for Apple? - VR hardware - A completely autonomous car or just the required software and hardware? - Apple TV - Finance sector - payments, credit cards, a new apple currency (web3) - who knows? - Apple health - health integration with all medical providers? - Apple projector? lol just thinking out loud The ma
- Will changes from apple hurt Facebook? Hey people at Facebook. I am wondering if the changes at apple will actually have a significant impact on Facebooks revenue.#tech #finance. Technically it would hurt google too right? I feel like most Facebook will still be racking up tons of revenue even with this change. I mean they have in the
- Court denied Apple's motion to stay app store changes Now what? Apple will need to provide external payment links and buttons so that users can pay outside its AppStore bypassing the 30% fee it takes for each purchase. Apple already said this will cause irreversible damage to its app store business. Now that court has denied Apple's motion to stay, how
- Google Product Mgt and Privacy Concerns Curious what happens to candidates who say in PM interviews that they want to implement stricter privacy controls in order to improve a Google product? Since it hits at ad revenue , are you an automatic decline? Do they recommend you to Apple by chance🤨?#pm #product #productmanager
- vote Revenue vs. Profit Which of these two indicators is more indicative of a successful company, revenue or profit? In the world of high finance pre-2008, bankers were making boat loads off of ticks thanks to leverage, but I can’t tell if this analogy related to a company having a high revenue but low profit or low revenu
- Stocks down even after record breaking earning Why are stocks like FB, Netflix, apple down today? FB had beaten the estimates by quite some margin, yoy revenue is up by more than 20 percent but stick is down 7% How to understand this? 🤔🤔
- Is it a good time to join Facebook with all the privacy concerns? In headed to Facebook, but I’m wondering if it’s a good time given the Apple-Facebook war around privacy. I’m wondering how the impact of potentially declining ad revenue is going to impact the company. Perhaps I’m over thinking it?
- link Meanwhile @Amazon https://www-cnbc-com.cdn.ampproject.org/c/s/www.cnbc.com/amp/2022/02/03/amazon-has-a-31-billion-a-year-advertising-business.html Blinders can keep shitting all they want. Only other top companies are Apple and Microsoft to break into new multiple revenue streams on a large scale. Google will soon l
- vote Will Microsoft have the last laugh? When the stock market hits rock bottom and then starts to recover, will it be Microsoft who’ll be having the last laugh and ultimately the most valuable company? Or, will it be someone else? We can always say it’ll always be Apple. But, with the chip shortages that are expected to get worse, will A
- link Microsoft showing up FANG This one goes out to all y’all haters out there. “Investors are concerned about slowing revenue growth at the so-called FANG companies (Facebook, Apple, Netflix and Google), a club of high flyers Microsoft has traditionally been excluded from.” https://www.google.com/amp/s/mspoweruser.com/microsof
- vote FAANG company with the greatest potential future growth Realistically, some of these companies have hit their peak (Facebook, Netflix). Google isn't growing a lot but is hiring a lot to put people to work on potential revenue sources. I don't know what Apple or Amazon are up to. Is it all downhill from here for FAANG? Does one or more of these companies
- Interviews with Apple (ICT5) and Facebook (E6) I will have interviews with Apple for Ads Platform team (ideally ICT5, not confirmed yet) and Facebook (E6) for AML (no team yet, selection is done afterwards) in the coming month. Folks who worked in both companies, or who know both companies, I check all sources online (including levels.fyi), and
- Sales Operations Referral Hi All, Can anyone provide me with a referral to Stripe, Coinbase, DocuSign, Airbnb, or Notion? I’m specifically looking to apply for sales operations role. I have 10 yoe in Sales Operations/Revenue Operations working for exclusively SaaS technology companies, made a shift last year to consulting
- Apple and apps that don't have to pay the app store fee The Spotify & Apple app store + Apple Music story makes me wonder where Apple really draws the line on their cut of revenue. From what I gather, companies like Uber and Amazon don't have to pay because they involve physical goods and services that are (1) fulfilled outside the app and (2) do not us
- Apple TV Gave up on this product after using it for few weeks, sucks to the core. Forget abt the remote, I threw that into the trash the day I got it, but even the usability and performance of the device itself is seriously the worst ever. Half baked product in the name of simplicity. Try doing an Airplay fr
- Q3 earnings of FAANG Just announced - Microsoft Q1 Earnings Revenue: $37.2 billion ⬆️ 12% Operating income: $15.9 billion ⬆️ 25% Net Income: $13.9 billion ⬆️ 30% EPS: $1.82 ⬆ 32% Read the full earnings release here: https://lnkd.in/gchDeYD Note about Forward-Looking Statements in earnings post: https://aka.ms/MS
- vote Has Apple's Ad Tracking Transparency in anyway affected your company or your work? More than 6 months later, if you are working in a company whose revenue is mainly from ads, have you noticed any change in how priorities are set, impacts are measured, or projects are defined due to ATT? (Not related but because someone will ask: TC: 260 Yoe: 10) #att #apple
- vote I am going big on Meta ****** Edit - this is not some wsb shit i am posting and i am not denying the slower user growth or headwinds like Apple ad tracking and new players like Tiktok. This is not Ape post, I am just stating its way oversold and deserves to be above this price. Check the fundamental reasons I posted Be g
- vote Apple all over the place How many of you think Apple is all over the place with no clear goal in mind? I mean 1. Their recent Airpods 2 comes with no significant update and is already facing criticism 2. So is the charge of 50% of ad revenue on Apple news 3. They started Project Titan out of no where. 4. Now the gaming in
- Caution - Apple Maps (dreadful org) Hi ...I have been with Apple Maps as SWE for 2 years now. The managers are so annoying and incompetent. The most incompetent management I have seen in my 7 years career. Most managers are from dreadful WITCH companies and Yahoo and they don't know jack about SWE, reliability and scalability. A LOT O
- Amazon - Stock growth..Sucks big. Is Amazon done growing? Not as company but stock price? Just tired of looking at stock for the past year. Lowest performing among FANG. Great revenues and growth but cloud is sikkping away. I envy Apple and Google stock holders.. If Amazon gives low guidance this quarter what would be the impact on
- Good teams in Apple for iOS engineer I am looking to apply to Apple as an iOS engineer. May I know what are some good teams for me to apply to? CloudKit, News, SiriKit, Maps, Music and few more have already reached out to me. May I know what are the growing teams and which teams bring a lot of revenue please? Much appreciated #ios #
- Why oracle stock is down ? Oracle crushed earnings and stock was up by 10% touching 105 range. Later when broader market is doing well (apple/fang , avgo, cisco, intel), why oracle is down ? Broader market as of this month cares about profitable companies with good fundamentals and oracle fits well in it. I felt cloud (oci/s