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The problem is Apple relies on hardware sales. FB's entire business from the top down is ad money. And source for a billion dollar ad business? That sounds way

The problem is Apple relies on hardware sales. FB's entire business from the top down is ad money. And source for a billion dollar ad business? That sounds way higher than my initial impression. (And google paying to be the default SE is not advertising imo)

rorykoehler 6y ago
https://9to5mac.com/2019/11/15/apple-ad-revenue/ https://9to5mac.com/2019/11/15/apple-ad-revenue/
- whynaut 6y ago
  Well.. > Apple’s most recent earnings report revealed that it earned $12.51B from Services in calendar Q3/fiscal Q4, though there is no breakdown on how much of this comes from ad revenue. Notice the 'could's: > Samik Chatterjee argued the company could leverage the millions of users who search its App Store and Safari browser daily to generate the stellar growth seen by Facebook and Google in recent years. > he launch of Apple TV+, coupled with Apple Inc’s foray into digital services, could help the company increase its income from advertising by more than five fold to $11 billion annually This article is literally just speculation. Actually, it's quoting someone's speculation. > The report seems highly speculative…
- kergonath 6y ago
  There’s a lot of guesswork there. It’s even worse than that actually, they assume that their advertising operation will grow as Facebook’s. It is extremely implausible under current conditions (no tracking and ads limited to the stores). So yeah, if Apple were Facebook, ads would be important to them. And even the wildest estimates put it far short on the actual money maker, which is hardware sales. When push comes to shove, if they have to choose between ad and devices, they won’t hesitate long.
  - rorykoehler 6y ago
    I saw a few articles when I searched from the previous year which also projected growth to the $2b number the next year but as Apple bundles it all in services who knows?
- katbyte 6y ago
  At 2 billion it’s < 1% their revenue (265b)
  - rorykoehler 6y ago
    Yes I'm hoping that should be enough to dampen their ambitions
somjeed 6y ago
Here's a nice source of revenue from google ($9 billion/year): https://finance.yahoo.com/news/google-reportedly-pays-apple-9-billion-remain-iphone-000053314.html https://finance.yahoo.com/news/google-reportedly-pays-apple-...

rorykoehler 6y ago

https://9to5mac.com/2019/11/15/apple-ad-revenue/ https://9to5mac.com/2019/11/15/apple-ad-revenue/

whynaut 6y ago
Well.. > Apple’s most recent earnings report revealed that it earned $12.51B from Services in calendar Q3/fiscal Q4, though there is no breakdown on how much of this comes from ad revenue. Notice the 'could's: > Samik Chatterjee argued the company could leverage the millions of users who search its App Store and Safari browser daily to generate the stellar growth seen by Facebook and Google in recent years. > he launch of Apple TV+, coupled with Apple Inc’s foray into digital services, could help the company increase its income from advertising by more than five fold to $11 billion annually This article is literally just speculation. Actually, it's quoting someone's speculation. > The report seems highly speculative…
kergonath 6y ago
There’s a lot of guesswork there. It’s even worse than that actually, they assume that their advertising operation will grow as Facebook’s. It is extremely implausible under current conditions (no tracking and ads limited to the stores). So yeah, if Apple were Facebook, ads would be important to them. And even the wildest estimates put it far short on the actual money maker, which is hardware sales. When push comes to shove, if they have to choose between ad and devices, they won’t hesitate long.
- rorykoehler 6y ago
  I saw a few articles when I searched from the previous year which also projected growth to the $2b number the next year but as Apple bundles it all in services who knows?
katbyte 6y ago
At 2 billion it’s < 1% their revenue (265b)
- rorykoehler 6y ago
  Yes I'm hoping that should be enough to dampen their ambitions

somjeed 6y ago

Here's a nice source of revenue from google ($9 billion/year): https://finance.yahoo.com/news/google-reportedly-pays-apple-9-billion-remain-iphone-000053314.html https://finance.yahoo.com/news/google-reportedly-pays-apple-...