aapl
fire starter
Posts: 186
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Post by aapl on Feb 28, 2024 6:07:41 GMT -8
AAPL down a bit in the premarkets: $182.54 -$0.10 (-0.05%)
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4aapl
Moderator
Posts: 3,657
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Post by 4aapl on Feb 28, 2024 7:25:30 GMT -8
Looks like lots of things are down a little this morning. I don't see stories on Yahoo, but on the stock app there are a couple titled about Netflix no longer being billable through the Apple app store.
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JDSoCal
Member
Aspiring oligarch
Posts: 4,186
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Post by JDSoCal on Feb 28, 2024 8:45:06 GMT -8
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4aapl
Moderator
Posts: 3,657
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Post by 4aapl on Feb 28, 2024 9:42:22 GMT -8
Sometimes it is interesting to look at other tech stocks and companies, to see what they are doing right or wrong. Some things it takes following a company to understand. But for other things it is more obvious to an outsider with no skin in the game. I just saw that Cathy has been selling some things, and then bought $11.7M of Roku. I don't know that I have ever looked at Roku, but it has a market cap of 9.2B, a loss per share of $5, and is roughly flat for both the 1 year and 5 year timeframes. finance.yahoo.com/quote/ROKUMy parents have a Roku, and like it. It seems to help make finding a show or movie across multiple services better, while also gave them access to some extra channels, like subscribing to a British one. I thought about picking one up. I think they even had them at Home Depot, next to the Waze cameras, a couple years back. And so I looked at the packaging, and just really couldn't see what the difference was between the various levels ranging from something like $20 to $60. What was the differentiation, aside from putting something like "Ultra" in the name? And so I didn't buy one, leaving the purchasing decision to another time, which has yet to happen. There are times where I wish Apple had a few more models. But sometimes having more options just makes things more complicated, if there isn't good differentiation between the models. This isn't complicated, but it is something that so many companies don't manage. And it seems to be especially the case with car companies, where they seem to expect the user to already be intimately familiar with all of the models, and know exactly what they want. But an actual potential customer might want to know the differences between the Rav4 Hybrid, the Venza, the upcoming Toyota Crown Signia, and a Lexus RX, let alone comparisons between models that have a little more difference between them. Apple could have had a few different form factors for something like the iPod mini, and probably could have even sold a few extra. But having the choice of 3 different models that overlap and basically do the same thing, unless emphasizing the durability of one model or some other differentiation, can make the decision much more difficult. And while the 13" MacBookAir vs the 13" MacBookPro has been a tougher decision to make in the past couple years, in most cases Apple has had multiple differences between product lines, like faster speed, more ports, longer battery life, different colors, and a bit higher price.
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Post by firestorm on Feb 28, 2024 10:21:43 GMT -8
I have a confession to make: this is the first time in over 20 years that I do not own AAPL. As much as I love and own their computers and phones, I just don't see how they can expand revenue significantly with the portfolio of popular products they have now. I wish they had bought Tesla when they had the opportunity, rather than trying and failing to reinvent the wheel with the mythical Apple Car. I saw the handwriting on the wall when Jonny Ive was sent in to analyze the Apple Car efforts, what, six year ago?, and came back with a report that it was on the wrong track. VisionPro looks like a cool effort and may still be the future, but the last thing that I want to do is strap on glasses and tune out the real world, with all its wonderful sights and sounds. I'm skeptical, and I'm wondering if we are at Peak Apple? Time will tell, but it's been a long time since that "one more thing" grabbed me.
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Post by nwjade on Feb 28, 2024 11:10:13 GMT -8
I have a confession to make: this is the first time in over 20 years that I do not own AAPL. As much as I love and own their computers and phones, I just don't see how they can expand revenue significantly with the portfolio of popular products they have now. I wish they had bought Tesla when they had the opportunity, rather than trying and failing to reinvent the wheel with the mythical Apple Car. I saw the handwriting on the wall when Jonny Ive was sent in to analyze the Apple Car efforts, what, six year ago?, and came back with a report that it was on the wrong track. VisionPro looks like a cool effort and may still be the future, but the last thing that I want to do is strap on glasses and tune out the real world, with all its wonderful sights and sounds. I'm skeptical, and I'm wondering if we are at Peak Apple? Time will tell, but it's been a long time since that "one more thing" grabbed me. With appl being basically flat over the last 2 years it's been a bit frustrating... Care to share what you're investing in now?
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Dave
Member
"It's tough to make predictions, especially about the future." Yogi Berra
Posts: 4,126
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Post by Dave on Feb 28, 2024 11:59:56 GMT -8
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Post by Luckychoices on Feb 28, 2024 13:10:58 GMT -8
Cmon. It’s the most popular sport in the world. I care. Do I count? Did you watch the World Cup final between Argentina and France? That was compelling, and yet you think no one cares?! The problem with this “most popular” argument about soccer is that a lot of people around the world follow *their favorite teams*, but no single soccer matches pull viewership within a magnitude of NFL games. The Super Bowl gets 10X the ratings of the World Cup Final in the U.S. If Apple only sold its products, including everything on Apple TV, in the U.S., having the MLS Season Pass on Apple TV may not make sense. But Apple sells its product all over the world...and according to Availability of Apple Media Services, Apple TV content, in addition to the United States and Canada, is available in Latin America and the Caribbean, Europe, Russia and Central Asia, Africa, Asia-Pacific, Middle East and Turkey. The MLS Season Pass is not available in all countries...but it's available in enough of those countries that I wouldn't doubt that many people in other countries will subscribe to MLS Season Pass if only to have a chance to see Lionel Messi play with Inter Miami. Turns out, after I looked into it, Eddy Cue has indicated that's *exactly* the case. ===================================== Apple TV riding Lionel Messi wave with 'significant' viewership ahead of 2024 MLS season <==Link may not work...if not, search for title. FORT LAUDERDALE, Fla. — Apple Senior Vice President Eddy Cue thought Inter Miami owner Jorge Mas was crazy.
Sign Lionel Messi? You gotta be kidding, right?
“He had this dream of signing Messi, and I thought he was crazy. Crazy people do amazing things sometimes,” Cue said next to MLS commissioner Don Garber at Chase Stadium before Messi and Inter Miami’s season opener on Wednesday.
MLS and Apple are continuing to ride the wave of momentum Messi has brought with his arrival to Inter Miami last summer.
“I won’t give you the exact number, but pre-Messi it was very U.S. dominant. Post-Messi, it changed materially,” Cue said of Messi’s impact on Apple subscriptions and viewership. He had a significant number of subscribers from South American and Europe. So, it was a big change.”
Apple TV’s latest documentary “Messi’s World Cup: The Rise of a Legend” also debuted on Tuesday night, which Cue credited Mas for introducing him to Messi, leading to the behind-the-scenes access of his 2022 World Cup run in Qatar.
Apple TV will also capitalize on its second-year of streaming MLS games on MLS Season Pass with a “significant” increase in subscribers thanks to Messi.
“He feels very, what I understand, very comfortable here. We are very supportive of him. We couldn't be more excited,” Garber said. “I mean, we should not forget that the best player in the history of the game is in Major League Soccer.”
Garber says MLS is receiving more buzz internationally than domestically because of Messi.
But he also understands Messi’s presence in MLS is a fleeting moment.
“At some point Messi won’t be in our league. Who will the next Messi be? It’s no different than what anybody thought when David Beckham left, when Thierry Henry left, when Zlatan left,” Garber said.
In the meantime, Garber is concerned with Messi’s experience in South Florida, and ensuring the league continues to grow in a positive direction for the next soccer star that may come along.
“Getting [Messi] signed was a statement about Major League Soccer that we can compete that we can deliver a great experience for a player with a competitive environment where they can further their career. There's going to be another Leo Messi at some point. And I hope that MLS is in a position to be able to sign that player.” World Cup Vs Super Bowl By The Numbers: Viewers, Revenue, RatingsIn 2022 the USMNT’s group stage game vs. England had a record U.S. viewership of 19.9 million people tuning in across English and Spanish broadcasts. Although the NFL and the Super Bowl continue to hold the top ratings spot in the U.S., overall World Cup viewership dwarfs that of American football.
During the 2022 World Cup final in Qatar, a record 1.5 billion tuned in to see Lionel Messi’s Argentina knock off defending world champion France.
By comparison, the most-watched Super Bowl was the 2023 matchup between the Kansas City Chiefs and Philadelphia Eagles. The NFL reported that the broadcast reached 200 million viewers in the U.S. and 56 million people outside the U.S. tuned in as well. Nielsen reported that the game drew and averaged 115.1 million viewers in the U.S. across all platforms.
Simply put, the Super Bowl does not have the international viewership the World Cup commands.
The 2021 Super Bowl between Tom Brady’s Tampa Bay Buccaneers and Patrick Mahomes’ Kansas City Chiefs was the least-watched Super Bowl since 2008. Its 96.4 million viewers in the U.S. was below the 105 million Americans who watched 20 minutes of at least one game from the 2014 World Cup.
World Cup vs Super Bowl Revenue
The massive viewership numbers of the World Cup and Super Bowl pad the coffers of FIFA and the NFL respectively.
FIFA has turned a profit of nearly $5 billion or more from the last three World Cups. The TV rights for the 2014 World Cup ($2.43 billion) exceeded all of FIFA's expenditures ($2.22 billion) for the tournament in Brazil.
The Super Bowl typically accounts for over $600 million of the NFL’s revenue with the number rising each season. That number helps make the NFL the leading revenue generator among all professional sports leagues, having surpassed $18 billion during the 2022 season.
Although the World Cup lasts just a month and features 64 games, its 2022 revenue in Qatar smashed FIFA’s previous record with $7.5 billion.
So, where does the money go? In 2022 Argentina’s national team received $42 million from FIFA in exchange for winning the World Cup. That $42 million was considered a cost for FIFA, so it did not come out of its $7.5 billion profit from the tournament.
A total of $440 million of prize money was split between the 32 teams at the 2022 World Cup. Runner-up France received $30 million of the purse. Each player on France’s national team was given £265,000 or roughly $346,000 per player.
If Argentina’s federation gave their players the same cut of the winnings as the French, then that means each player on Argentina’s 2022 World Cup roster went home with around $485,000.
The World Cup winners’ haul looks handsome compared to the $157,000 each member of the Chiefs’ Super Bowl-winning team received from the NFL in 2023. Philadelphia Eagles players took in around half of that sum at $82,000 apiece. Each NFL team has a 53-man roster, but a few extra players earn that bonus by being on the roster for at least half of a team’s games.
Still, the projected total player winnings of $12.6 million from the Super Bowl accounts for less than two percent of the revenue the game generates for the NFL.
When it comes down to the international TV audience, revenue generated per game and even the pay that winning players receive, the World Cup vs Super Bowl debate has a clear winner. The World Cup is top dog.
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JDSoCal
Member
Aspiring oligarch
Posts: 4,186
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Post by JDSoCal on Feb 28, 2024 14:17:31 GMT -8
Half those soccer fans are in second and third world countries. What's the point of buying rights to programming that has a bunch of poor people watching in their huts? Is Apple going to sell BMW ads in Costa Rica? Not all TV markets are created equal.
It's all rhetorical, since I think it's ill advised to bid on sports programming. It gets more expensive every year as salaries go through the roof. A big reason Disney is going to spin off ESPN. That, and their culture and talent suck.
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Post by hledgard on Feb 28, 2024 14:45:44 GMT -8
I think Tim Cook is outstanding. But I don't think he has the instinct that Jobs or Ives had, because Tim is not a "computer" or "design" person. He is much more a person with management or operational interest and skill.
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Post by Luckychoices on Feb 28, 2024 15:42:24 GMT -8
Half those soccer fans are in second and third world countries. What's the point of buying rights to programming that has a bunch of poor people watching in their huts? Is Apple going to sell BMW ads in Costa Rica? My wife and I have been to some of those "second and third world countries"...saw BMW's but not a single instance of poor people living in huts. Not all TV markets are created equal.It's all rhetorical, since I think it's ill advised to bid on sports programming. It gets more expensive every year as salaries go through the roof. A big reason Disney is going to spin off ESPN. That, and their culture and talent suck. I'm happy to remain a long-term Apple shareholder and let folks like Eddy Cue deal with the TV markets and whether or not to bid on sports programing. I'm guessing he knows a lot more than either of us about both.
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benoir
fire starter
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Posts: 1,319
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Post by benoir on Feb 28, 2024 17:08:44 GMT -8
I think Tim Cook is outstanding. But I don't think he has the instinct that Jobs or Ives had, because Tim is not a "computer" or "design" person. He is much more a person with management or operational interest and skill. True... but he has been infused with Apple culture and had first hand connection with Ives and Jobs. Some of that influence will have rubbed off. You can see it in any keynote. Tim uses all the right superlatives, albeit a little stiffly and I'm sure he knows that design is a differentiating factor that sets Apple apart. Apple needs to be careful that get the nix right. In my mind design (being high quality considered, efficient, aesthetically pleasing hardware and software) is paramount for Apple.
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Ted
fire starter
Posts: 882
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Post by Ted on Feb 28, 2024 18:22:11 GMT -8
Half those soccer fans are in second and third world countries. What's the point of buying rights to programming that has a bunch of poor people watching in their huts? Is Apple going to sell BMW ads in Costa Rica? Not all TV markets are created equal. It's all rhetorical, since I think it's ill advised to bid on sports programming. It gets more expensive every year as salaries go through the roof. A big reason Disney is going to spin off ESPN. That, and their culture and talent suck. Nice, I guess you're channeling Archer Bunker here? Impressive.
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Post by firestorm on Feb 29, 2024 4:57:40 GMT -8
I have a confession to make: this is the first time in over 20 years that I do not own AAPL. As much as I love and own their computers and phones, I just don't see how they can expand revenue significantly with the portfolio of popular products they have now. I wish they had bought Tesla when they had the opportunity, rather than trying and failing to reinvent the wheel with the mythical Apple Car. I saw the handwriting on the wall when Jonny Ive was sent in to analyze the Apple Car efforts, what, six year ago?, and came back with a report that it was on the wrong track. VisionPro looks like a cool effort and may still be the future, but the last thing that I want to do is strap on glasses and tune out the real world, with all its wonderful sights and sounds. I'm skeptical, and I'm wondering if we are at Peak Apple? Time will tell, but it's been a long time since that "one more thing" grabbed me. With appl being basically flat over the last 2 years it's been a bit frustrating... Care to share what you're investing in now? I am not young enough to be able to determine what might be the next great company, so I'm investing in some old standbys: MSFT, COST, and BRK/B, with a few others. I'm not looking to hit a home run, just stay reasonably stable. I made a lot of money with TSLA for a time, then lost it all and more, when Musk basically melted down.
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