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A revenue record, again. These targets are increasingly hard to pull off, and it seems like they're going to be pushing harder and harder, diminishing their ove
by pwinnski 6y ago
A revenue record, again. These targets are increasingly hard to pull off, and it seems like they're going to be pushing harder and harder, diminishing their overall value, to keep hitting them.
Hence lowering the BOM by eliminating previously-bundled accessories, new agreements favoring large carriers, an increase in services and service bundles, and so on.
I think eliminating the accessories is a net good, but it didn't result in a lower product price, one notes.
The new carrier agreements resulted in higher prices until the public outcry caused them to shift course. I wonder if they'll try it again next year.
And of course I'm going to sign up for the Apple One service bundle! But I nevertheless note that their push into paid services is how they're projecting keeping these revenue records coming.
- f6v 6y agoChargers aside, iPhone 12 mini and SE2 bring unparalleled value. It’s funny cause all you’ve got to do is make small phone with flagship processor. And iPads are just killing it. I’m not worried at all about them bringing value.
- pwinnski 6y agoThe iPads are absolutely superstars. Nothing else like them, totally agreed. But from a strictly-monetary perspective, the issue is that they last too long. That is, they hold their value to me for years, so I don't feel any pressure to upgrade frequently, and from the stats, it appears I'm not alone.
- deleted 6y ago[deleted]
- simonh 6y agoFor all the bullshit about planned obsolescence, iPhones have always lasted twice as long as most of their competitors, and that hasn’t hurt Apple one bit. With the increasing emphasis on services, customer satisfaction and loyalty is more important than ever.
- baq 6y agoActually that’s the only reason I buy Apple after being fed up with a few androids, so surely it mustn’t be that big of a problem?
- f6v 6y agoThat's why they want to sell Apple subscription or whatever to you.