Apple (AAPL) 06 (Aug 23 - Dec 26)

[winston]

not vested

Apple losing over US$1 billion a year on streaming service, the Information reports

The tech giant has spent more than US$5 billion a year on content since launching Apple TV+ in 2019 but trimmed it by around US$500 million last year

Apple TV+, known for original shows such as Ted Lasso, The Morning Show, Shrinking, and Severance, has lagged behind rivals Netflix, Disney+ and Amazon.com’s Prime Video in terms of subscribers.

Industry leader Netflix had a total subscriber count of 301.63 million, according to the latest data, while Disney+ had 124.6 million users followed by Warner Bros Discovery at 116.9 million.

The iPhone maker does not break down the subscribers for Apple TV+ but it is estimated to have reached 40.4 million at the end of 2024, according to five analysts polled by Visible Alpha.

Source: Reuters

https://www.businesstimes.com.sg/compan ... on-reports

[behappyalways]

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And that's why $AAPL keeps raising iPhone prices. Because demand stopped growing ages ago.
https://x.com/Mayhem4Markets/status/1915022193475432840

[behappyalways]

Apple Turbocharges Friendshoring: Your Next iPhone Could Be Made In India
https://www.zerohedge.com/technology/ap ... made-india

[winston]

not vested

Apple aims to make most of its iPhones sold in the United States at factories in India by the end of 2026, and is speeding up those plans to navigate potentially higher tariffs in China, its main manufacturing base.

The U.S. tech giant is holding urgent talks with contract manufacturers Foxconn and Tata to achieve that goal.

For iPhones, manufacturing costs in India are 5-8% higher than in China, with the difference rising to as much as 10% in some cases.

Source: Phillips

[behappyalways]

Apple Slides On China Sales Slump And Soft Service Revenue, Despite Tariff Frontrunning Revenue Boost And New $100BN Buyback
https://www.zerohedge.com/markets/apple ... ng-revenue