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immichaelwang | 6 years ago

Apple needs new sources of revenue. Anything marginal like cheaper iphone models won't cut it.

I like the recent wave of acquisitions. Smart cars? Smart homes? Iterations of Apple Watch - deeper connection to the body itself?

What's next for them?

discuss

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izzydata|6 years ago

Does there have to be something else? What are the implications of a company growing forever? In 500 years are there going to be only 3 companies because they acquired everything and nothing else makes products?

mr_crankypants|6 years ago

It seems that the endgame we're unwittingly asking for is WALL-E.

esmi|6 years ago

I don’t think there has to be something else. They had $2.18 per share in profit this quarter. Presumably some of that could be used to up the dividend if they really wanted.

irrational|6 years ago

Maybe they can get some ideas from this short:

https://youtu.be/VYxo-uymPUY

bsaul|6 years ago

I think most people will take this video as a joke, but most people underestimate the long-term dangers of a lot of good intentions.

threeseed|6 years ago

Services, AR Glasses and the Apple Car.

Apple Arcade looks surprisingly interesting given they will support PS4/XBox controllers and the trend moves towards streaming gaming. AppleTV+ will do well if they can intelligently bundle it with Apple Music and you never know could have a breakout hit.

AR Glasses and the Apple Car are clearly being worked on given acquisitions but both are many years out.

rimliu|6 years ago

Who needs AR glasses? I don't doubt some geeks want them, and they can be useful for some jobs, otherwise Google already has shown how it will go.

r00fus|6 years ago

When Ahrendts was first hired, everyone thought Apple would go into tech jewelry/fashion.

While Apple Watch "edition" was a bust, the concept of designer straps and iPhone accessories is still strong.

Apple is like the IKEA of tech + fashion.