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Post by aaplsauce on Feb 7, 2022 22:31:32 GMT -8
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JDSoCal
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Aspiring oligarch
Posts: 4,241
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Post by JDSoCal on Feb 8, 2022 7:25:05 GMT -8
Old world Euroweenies strike again! I wonder if PED and Ben Evans are going to hector Nvidia and ARM shareholders that they should bow and curtsy to their UK regulator betters. 🤔
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chinacat
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AAPL Long since 2006
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Post by chinacat on Feb 8, 2022 7:36:56 GMT -8
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Post by CdnPhoto on Feb 8, 2022 8:05:44 GMT -8
I don't see the fit with Apple buying Peloton. Fitness+ already does a lot if not all of what Peloton does. The physical bike can be replaced by any number of other stationary bikes.
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Post by aaplcrazie on Feb 8, 2022 8:09:50 GMT -8
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4aapl
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Posts: 3,867
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Post by 4aapl on Feb 8, 2022 8:28:02 GMT -8
A purchase is an interesting concept. 10 years ago, why would this even be on Apple's radar? It's quite different than their core products were. But now we have the fitness push, and the content/streaming push. Subscriptions and introduction to another high cost higher end user base, though I expect there is a lot of overlap. I'd imagine that the question is if Apple wants in on a piece of fitness equipment that gets used x hours per week. That's a lot different than their current "have it with you and use it a lot" fitness products of the Watch and iPhone (and formerly Nike shoe fob). I liked the thought of a purchase at first, but it seems if Apple goes this way it is broadening it's products even more, and that is counter to Apple's focus for the past 23-24 years, with the 4 product boxes, and the introduction of the iBook. Apple is a much different company now, but I don't see them going this way, as the content and program creators aren't enough of the whole company to justify it. And the company seems to value the physical objects (bikes and treadmills, towards the overpriced range) more than the ongoing subscriptions (though hiring a new CEO says this is changing), while still having a lot of overhead (even if 20% of that was cut today). We'll see. But if I were Apple, I'd talk with Nike, see if they want it, and offer some good tie-ins for streaming content when not using the bike/treadmill option.
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4aapl
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Post by 4aapl on Feb 8, 2022 8:38:40 GMT -8
Do those iPhones look "longer" to anyone else? Especially on the MacRumors site, but even on the larger original picture on Apple's site? Maybe it's just the angle, but they don't look normal to me, even when comparing to holding my iPhone in my hand. And it didn't really change having my 11 year old hold my iPhone. New iPhone SE, in a longer and maybe a little thinner format? Maybe? Or maybe it's just the angle?
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Post by playultimate on Feb 8, 2022 8:39:29 GMT -8
I don't see the fit with Apple buying Peloton. Fitness+ already does a lot if not all of what Peloton does. The physical bike can be replaced by any number of other stationary bikes. Apple Fitness seems to have a lot of links to recommended equipment. Not sure that owning an equipment company makes sense. Further, seeing videos of people working out while not on the bike, yet watching the bike's display, seems awkward compared to watching a TV or iPad. The only benefit might be acquiring the current subscription base. I see Apple Fitness continuing to grow and the short-term benefit might not be worth the cost. So, I don't see any real advantage to Apple. And I suspect Apple's name is mentioned, primarily, because they have the $$ to do it.
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Post by aaplcrazie on Feb 8, 2022 9:33:17 GMT -8
Do those iPhones look "longer" to anyone else? Especially on the MacRumors site, but even on the larger original picture on Apple's site? Maybe it's just the angle, but they don't look normal to me, even when comparing to holding my iPhone in my hand. And it didn't really change having my 11 year old hold my iPhone. New iPhone SE, in a longer and maybe a little thinner format? Maybe? Or maybe it's just the angle? Certainly longer and thinner yes! Perhaps mockups? Or as you pondered SE2 imaginings?
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JDSoCal
Member
Aspiring oligarch
Posts: 4,241
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Post by JDSoCal on Feb 8, 2022 10:20:41 GMT -8
Why on earth would Apple want to buy a company that loses money? Making exercise equipment isn't exactly splitting the atom. I'd much rather acquire something cool like Tonal. Before it goes public. But me likey the purchase terminal thing. And so does the market. 📈 Edit: Just today, Garage Gym Reviews compares Tonal with Tempo, both possible Apple exercise company targets that don't cost $13B and lose money.
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Post by duckpins on Feb 8, 2022 11:23:41 GMT -8
" Yahoo!finance has Apple ‘cannot let Amazon get hold of Peloton,’ analyst says. I’ve always been a “play sports” guy rather than a workout guy, so I have no strong opinions about this one. I welcome more informed opinions. "
While I shudder at being called informed I shudder at my neighbors who pony out 39 a month for some videos from peloton. Maybe whoever is buying is getting a list of people who love to pay for streaming services?
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Post by duckpins on Feb 8, 2022 11:27:39 GMT -8
For those who enjoy TA GOOGL filled the enormous jump up earnings gap today. This should mark the bottom of this short term pull back if the market is healthy. Big tech save FB had great earnings so maybe a "mega" day is due for them. Tomorrow might be good.
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mark
fire starter
Posts: 1,632
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Post by mark on Feb 8, 2022 12:55:23 GMT -8
I don't see the fit with Apple buying Peloton. Fitness+ already does a lot if not all of what Peloton does. The physical bike can be replaced by any number of other stationary bikes. I don't think Apple is interested. The TAM (Total Addressable Market) for a $2000 bike or treadmill is very small, and Apple rarely deals with such tiny market segments.
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Post by CdnPhoto on Feb 8, 2022 13:42:06 GMT -8
I don't see the fit with Apple buying Peloton. Fitness+ already does a lot if not all of what Peloton does. The physical bike can be replaced by any number of other stationary bikes. I don't think Apple is interested. The TAM (Total Addressable Market) for a $2000 bike or treadmill is very small, and Apple rarely deals with such tiny market segments. CNBC: Apple’s acquisition history shows why a Peloton buy is out of the question
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crispin
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KBJ for the win. AAPL long and strong since 2000
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Post by crispin on Feb 8, 2022 15:47:45 GMT -8
I don't see the fit with Apple buying Peloton. Fitness+ already does a lot if not all of what Peloton does. The physical bike can be replaced by any number of other stationary bikes. Apple Fitness seems to have a lot of links to recommended equipment. Not sure that owning an equipment company makes sense. Further, seeing videos of people working out while not on the bike, yet watching the bike's display, seems awkward compared to watching a TV or iPad. The only benefit might be acquiring the current subscription base. I see Apple Fitness continuing to grow and the short-term benefit might not be worth the cost. So, I don't see any real advantage to Apple. And I suspect Apple's name is mentioned, primarily, because they have the $$ to do it. The subscription base would be the main attraction. But my purely speculative take is that many of the Peloton users are already in the Apple camp, if not necessarily through Fitness+. So yeah there's probably only a limited advantage to Apple.
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ono
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posted
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Post by ono on Feb 8, 2022 16:22:57 GMT -8
From the article: Apple doesn’t need Peloton’s subscribers. Peloton has 6.6 million subscribers, a relatively tiny number compared to the 785 million paid subscribers Apple says it has through App Store apps. Plus, some of those Apple subscribers include Peloton customers who signed up through the App Store, meaning Apple already gets a cut of some of Peloton’s subscription revenue today.
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