Apple exceeded expectations when it reported its quarterly earnings on Thursday, revealing that it made $143.8 billion in revenue for a 16% year-over-year increase. As analysts peppered CEO Tim Cook with softball questions during Apple’s earnings call, one analyst dared to ask the question that seemingly no one in Silicon Valley is willing to ask.
“When I think about your AI initiatives, you know, it’s clear there are added costs associated with that… Many of your competitors have already integrated AI into their devices, and it’s just not clear yet what incremental monetization they’re seeing because of AI…,” started Morgan Stanley’s Erik Woodring.
Could there be a tinge of nervousness underneath this Finance Man’s probably-very-financey facade? In what I can only imagine must have been a Herculean display of courage, Woodring asked the question that lurks only in the darkest, dampest recesses of investors’ minds.
“So, how do you monetize AI?” he asked.
...read more at techcrunch.com
pull down to refresh
related posts
Breh, everyone is buying Mac Minis to run moltbot. Apple is monetizing fine.
These sales (Mac Minis to run moltbot) aren’t even included in these results yet. Now imagine what next year’s results are gonna look like, unless Cloudflare steals the customers! 😂
Exactly. I'm with Tim Cook on this one. Maybe they'll one day realize their mistake with the closed ecosystem idea and maximize the thing they own above everything else they do and everyone else: hardware excellence.
Eff cloudflare.
I’m anti-Apple 'monopoly', but I’ve gotta admit their products, especially the hardware, are really good.
I don't like their audicity in that either. The thing is that I own their last Intel model and despite it being slow af compared to the ARM models, the ergonomy and power it packs in just a tiny laptop is awesome.
The downside is that since it's going EOL this year, I finally need to migrate it off macOs. But I cannot get any proper Linux distro to work on it. I guess I just need to take a weekend and get it done. Don't want to throw out good hardware.
Yep. The Wells Fargo Strategy.
Let everyone else dig for gold, sell the shovels and wagons.
Apple might make it through the AI bear market just fine
Seriously, wth does Apple even need to bother with Ai in the first place? It's expertise and excellence is in consumer tech products. Ai is just a software nuisance that no one asked for but seems to just be "keeping up with the Joneses' " in the tech world. I stepped away from Microsoft because of all of its subscription and AI bullshit in 2025. I see no viable business reason for Apple to go there when it is a non-market and no one is buying.
I think it's not that they have to create rival AI products, it's that they have to keep up with a market that's giving less of a shit about luxury hardware as time goes on. That demand is being replaced by demand for performance and interoperability, and other companies are far more accustomed to serving those.
...and then Apple goes and blows projections again on revenue.
They could start with improving their horrible voice to text....