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Google is good at making algorithms and tech but product development and long term vision have never been its strong points.


Institutionally, Google has the attention span of a Goldfish. Apple will continue to entrench their position as a leader in edge computing. Apple deserve their success; I hope they don’t get complacent once the Pixel division implodes.


Was Pixel ever a big player in the Android market? I get the feeling Xiaomi and Samsung are the actual competitors Apple cares about


Even if technically Apple is capable their predatory business models will never make me consider any of their products worth it.


Is it predatory?

Apple must turn a profit somewhere and charging a bit more to their high-end customers to give a bit more of a break to their low-end customers isn't a terrible method.

If you hate Apple's pricing, you have WAY more companies to hate on first.

Apple has a gross margin of 44%.

Amazon has gross margin of 46%

AMD has a gross margin of 47%

IBM has a gross margin of 54%.

Microsoft has a gross margin of 71%.

Oracle has a gross margin of 72%

Nvidia has a gross margin of 74%.

Meta has a gross margin of 78%


"Amazon has gross margin of 46%"

Reference please? Amazon has massive retail sales and it's not even making a profit on this much of the time--and the rest of the time it's low.


I just considered the top Google hits for some big tech companies.

This particular one is from this site.

https://finbox.com/NASDAQGS:AMZN/explorer/gp_margin/


This is misleading. Gross margin excludes operating expenses and taxes. Net margin or operating margin is more meaningful. Here's now the operating margins stack up for Q3 2023

Nvidia 57.5% https://www.nasdaq.com/market-activity/stocks/nvda/financial...

Microsoft 47.6% https://www.nasdaq.com/market-activity/stocks/msft/financial...

Meta 40.2% https://www.nasdaq.com/market-activity/stocks/meta/financial...

Apple 30.1% https://www.nasdaq.com/market-activity/stocks/aapl/financial...

Google 27.8% https://www.nasdaq.com/market-activity/stocks/goog/financial...

IBM 14% https://www.nasdaq.com/market-activity/stocks/ibm/financials

Amazon 7.8% https://www.nasdaq.com/market-activity/stocks/amzn/financial...

AMD 3.8% https://www.nasdaq.com/market-activity/stocks/amd/financials

Apple is still extremely profitable for a company that primarily makes and sells hardware. Nvidia has a higher margin but that's because of the AI boom.


You need to add references for all these numbers. I find it hard to believe Microsoft has a gross margin of 71%.


I literally just looked at the Google default results. In this case, here's your source.

Those margins plus the AI bubble are why MS stock prices are so high.

https://ycharts.com/companies/MSFT/gross_profit_margin


Fair point perhaps, but they seem like the only game in town that seem to care about their customers. They’re far from perfect, but to me they are better than the rest. I really want Apple to feel some heat and have worthy competitors, but I just don’t see that.




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