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天地传说之鱼美人

《华尔街日报》:服务业已成为苹果新的增长点,但也存在许多问题。_我的网站

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A |     

As of earlier this month, former President Donald Trump’s political action committee, Save America, had already spent more than $40 million dating back to 2021 on his legal fees stemming from dozens of federal and state charges related to his mishandling of classified documents and hush money paid to porn star Stormy Daniels, among many other things.
The costs were so staggering that the leadership PAC, which has been bankrolling Trump’s legal defense, also reportedly requested a refund on a $60 million contribution – signaling it knew those fees were set to balloon.
Now, the twice-impeached former president is staring down 91 criminal charges stemming from four indictments – the latest of which also names 18 of his closest allies as co-defendants in a sprawling racketeering scheme in Georgia to spread conspiracy theories, pressure elected officials and prop up fake electors in an attempt to remain in power despite having lost the 2020 presidential election in a free and fair vote.
The 18 co-defendants include former Trump administration officials, such as former White House chief of staff Mark Meadows and former acting Assistant Attorney General Jeffrey Clark, and a host of high-profile attorneys – among them, Rudy Giuliani, John Eastman, Sidney Powell and Jenna Ellis.
But the list also includes much lesser known individuals – a former public school teacher, a pastor, a publicist, a bond bail businessman – all of whom put their personal lives and professional careers on the line for Trump and now want to know who will cover their legal fees.
“While you may know me as an alternate elector and former County GAGOP Chair, I am also a retired public school teacher living on a teacher's pension,” Cathy Lathom, one of the co-defendants, posted to a crowdfunding website she’s using to raise money.
Lathom, former GOP chairwoman for Coffee County and a member of the Georgia Republican Party's executive committee, was indicted for her role as a fake elector and for allowing unauthorized forensics experts and Trump allies to examine voting systems in Coffee County for an extended period.
“I am asking for your help today to help me cover legal fees during this time,” she wrote. At the time of publication she’s received $3,905 in donations out of the $500,000 she’s attempting to raise.
Trump, who has a checkered history of paying in full for his own legal defenses, appeared open to helping Giuliani cover at least a portion of his legal fees. According to reporting from The New York Times, Trump has directed more than $340,000 to help with what’s expected to be a $3 million tab – though that was only after multiple attempts by Giuliani, his lawyers and his son to secure such support.
But Trump has yet to announce any type of aid for others caught up in his attempt to undermine the 2020 election, despite the fact that he’s been campaigning and fundraising off his mounting legal woes. His various PACs, Save America and Make American Great Again, also known as MAGA Inc, have similarly been mum on the issue.
Ellis, who had raised $92,515 at the time of this publication through a crowdfunding site to support her legal defense, took to social media earlier this week to call out Trump.
“I was reliably informed Trump isn’t funding any of us who are indicted,” she said on the social media platform X, formerly known as Twitter. "Would this change if he becomes the nominee? Why then, not now?”
“Why isn’t MAGA, Inc. funding everyone’s defense?”
。在对iPhone需求疲软给公司前景蒙上阴影的时候,苹果将其快速增长的服务业务作为亮点。然而,服务业务本身也面临着挑战。苹果首席执行官蒂姆•库克(TimCook)上周致信投资者,警告iPhone销售放缓。在信中,他强调了服务业务的重要性,透露了第四季度服务业务收入达到108亿美元。

B | 在公司的五个业务部门中,苹果只披露了其服务部门的收入。苹果快速增长的服务,包括应用商店、流媒体音乐订阅和移动支付,再次成为该公司的亮点。然而,苹果三分之二的收入仍然依赖于iPhone,其服务业务的增长受到了应用程序商店收入增长放缓、新出现的反托拉斯担忧以及Netflix等公司对苹果支付系统回避的威胁。苹果没有表现出愿意将其服务部署到自己的设备之外,也没有证明它能够赶上它的竞争对手,如Facebook和谷歌,不断改进其软件,并用大量的个人数据定制其产品。咨询公司Creative Strategies的技术分析师本•巴贾林(Ben Bajarin)认为,技术公司需要改变。

C | ”开发服务需要一种非常不同的方法,”他说。服务业务已成为当今科技行业新的增长点,许多硬件公司开始把服务业务作为增长点。对于IBM、惠普、戴尔等公司来说,当核心业务增长放缓时,他们寻求转型并非一帆风顺。这些公司正在转向商业服务,而苹果则专注于消费者。消费者的口味变化很快。苹果的成功将取决于推广应用程序销售、推广视频内容和新闻订阅等新服务。服务已经成为苹果发展最快的业务部门。2017年,库克设定了到2020年将服务收入翻番至500亿美元的目标。在上一个财政年度服务收入增长33%至397.5亿美元后,苹果有望实现这一目标。

D | 服务占苹果总收入的15%,高于2016财年的11%。由于采用了新的会计准则,苹果的服务收入继续增长。上周,苹果将上一财年的业绩重新分类,将部分产品收入分为服务业务。苹果服务业务的增长仍然与iPhone、iPad和Mac的销售密切相关,而苹果的销售正在放缓。

E | 苹果表示,去年其活跃设备总数增长了8%,达到14亿台。与2015-2018年复合年增长率超过15%相比,增速开始放缓。

F | 这种放缓在中国尤为明显。由于中国经济增长放缓,智能手机市场竞争激烈,以及腾讯卫信超级应用的普及,中国对iPhone的需求有所下降。

G | 微信依靠苹果的iOS系统来减少iOS和Android之间的系统差异,并提供小程序来降低应用商店的吸引力。应用支持跟踪公司Sensor Tower的数据显示,去年中国的应用商店销售额增长了14%,远低于2012年至2018年超过120%的复合年增长率。然而,库克透露,中国服务业的收入在第四季度创下了历史新高。”我们相信中国有光明的未来,”他在给投资者的信中说。在中国以外,苹果继续享有较高的设备忠诚度。

H | 研究公司的分析师、诺基亚前高管霍瑞斯·迪迪欧(HoraceDediu)表示,iPhone在现有用户中的保留率预计将高达90%。他说,在苹果14亿活跃设备用户中,服务买家仍然占很小的比例,预计未来还会增长。

I | 苹果在服务业的历史好坏参半。尽管iTunes和应用程序商店很受欢迎,地图软件最初还是被不准确的信息所困扰,苹果支付系统的发展也并不顺利。应用商店的势头已经放缓,但应用商店的成功掩盖了苹果的其他缺点。

J | 投资银行杰弗里(Jeffrey)估计,应用商店对苹果服务业贡献最大,约占总收入的35%。苹果的应用程序商店销售额占30%。

K | 根据Sensor Tower的数据,自2014年以来,苹果的应用商店销售额增加了一倍多,达到444.9亿美元。应用商店的收入增长已经放缓,但应用商店的增长正在放缓。Sensor Tower表示,除中国以外,美国应用商店的收入增长去年略有放缓。”这些市场没有开发潜力,印度等增长型市场中普通智能手机用户的购买力远低于美国,”传感器塔移动分析主管兰迪•纳尔逊(Randy Nelson)表示。与此同时,苹果正在等待美国最高法院的裁决。

L | 这将决定iPhone用户是否可以起诉苹果,指控苹果垄断应用商店,并寻求反垄断赔偿。一旦法官认定用户的收费是基于此,苹果从应用商店削减30%的费用将面临挑战。

M | Netflix和其他避免将苹果分为Netflix和Fortress Night(史诗游戏)的游戏开发商都试图避免与苹果分享收入。Netflix计划阻止新客户使用苹果的计费系统。

N | Epic建立了自己的应用商店,仅占总数的12%。许可收入是苹果去年最大的收入增长动力,预计将放缓。谷歌预计将向苹果支付高达90亿美元作为Safari浏览器的默认搜索引擎,但在去年飙升后,其流量获取成本预计将下降。来自应用商店、音乐和其他服务的收入正面临这些挑战,苹果正在扩大苹果音乐和iTunes电影的覆盖面。

o | 苹果音乐公司现在已经在亚马逊的语音助手Alexa的支持下使用了智能扬声器。iTunes电影和电视应用程序将于今年在新的三星电视上发布。LG和索尼的新电视也可以播放苹果设备的视频。Bagalin说,这些交易证明,苹果开始重视通过销售家用扬声器和苹果电视机顶盒带来的音乐和视频订阅。

p | ”你不能保证每个人都在使用iPhone,”他说。分析人士推测,苹果可能会为视频、新闻和音乐等服务提供单一订阅。”摩根士丹利(MorganStanley)分析师凯蒂•胡伯蒂(KatyHuberty)表示:“对于一些苹果用户来说,通过一次订阅使用所有服务是一种你不想考虑的选择。

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