Re:Apple’s next big thing: A business model change
by anotherOneSound on Monday September 12, 2022 @02:30PM
(#32814708)
nobody actually cares about margin. you can be entirely unprofitable so long as you show growth quarter after quarter. amazons margins are razor thin if not negative. tesla wasn’t profitable at all until EV legislation, and still struggles to be so
Re:Apple’s next big thing: A business model change
by onlyrealcuzzo on Monday September 12, 2022 @03:31PM
(#32815591)
Apple's cell service network is pretty much tapped out at the total active iPhone MAUs...
Sure, Apple's theoretical cell subscribers could grow a lot - but no one is going to care...
It would be such a small part of the profits compared to hardware sales and other services - with a MASSIVE capital cost - probably much higher than phone R&D.
It would be less capital intensive and possibly more profitable for Apple to manufacture their own phones than start their own carrier business... And that's a horrible idea, too...
The idea of starting your own carrier business that isn't an MVNe is almost absurd.
Why doesn't Tesla build their own roads while we're at it?
What are good businesses?
Apple... Saudi Aramco... Google... AWS...