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figmert 6 hours ago

Because Apple is not just a hardware company anymore. They track users and they sell ads. Sure, they are not at the same level as Meta and Google, but their ad platform is not insignificant anymore. Also that same software platform allows to get more money out of their users via their App Store.

Selling hardware with the software that helps them track means more revenue than the same hardware with the software.

4fterd4rk 8 minutes ago | parent | next [-]

The activities you're proclaiming to be Apple's bread and butter in an effort to conflate them with Google and Meta are actually a rounding error. What is it about Apple that makes people have these crazy ideas?

cromka an hour ago | parent | prev | next [-]

> Because Apple is not just a hardware company anymore. They track users and they sell ads. Sure, they are not at the same level as Meta and Google, but their ad platform is not insignificant anymore.

And this is related to MacBooks how exactly?

boxed 6 hours ago | parent | prev [-]

The ad revenue is a drop in the bucket compared to the app store rent, which is a drop in the bucket compared to hardware sales.

eru 6 hours ago | parent [-]

Do you have any sources for hardware sales vs app store revenue?

MYEUHD 6 hours ago | parent | next [-]

https://bullfincher.io/companies/apple/revenue-by-segment

iPhone: 50.4%

Mac: 8.1%

iPad: 6.7%

Wearables, home and accessories: 8.6%

Services: 26.2%

I assume that the majority of service revenue is App store revenue.

Other services they provide are iCloud and Apple care

dbdr 6 hours ago | parent | next [-]

That's revenue though. Fixed costs for hardware is probably much higher. If we looked at profits, the percentages would probably look quite different.

jurip 3 hours ago | parent | prev [-]

I believe Google's Safari payments are a significant chunk of services revenue too (around $20 billion a year.) Then there's Apple TV and Apple Music, which are not nothing.

Angostura 6 hours ago | parent | prev [-]

Let’s not conflate total App Store revenue and Ad revenue.

eru 5 hours ago | parent [-]

Yes, but I was willing to grant (even if only for the sake of argument) that ad revenue is probably a lot smaller than the other two in the list.