Vol 2 Chapter 491: : Apple looking for a new way


An executive from Apple Operations immediately said: "By 2028, the company's rapidly growing service division will account for 37% of Apple's profits. With the growth of Apple's" search advertising "and other services, the service industry's revenue in 2028 may be Doubled to $ 79.4 billion. "
"In addition, Apple also plans to hold a press conference on March 25, the next week, to launch a paid news subscription service based on Apple-News, but will not release hardware products. It also plans to spend at least 2 billion US dollars this year to produce original video shows. , Invites Hollywood front-line actors and studios to join. We are looking forward to bundling video streaming and iCloud storage as a monthly subscription service package, or combined with a news subscription service for monthly sales. "
After hearing this, a lady in the senior conference room suddenly frowned. She was Cheng Yangze's highly respected Angela Lawrence, a "hero head" from the fashion industry, and a successor to Cook. Apple executives are getting louder.
Angela Lawrence said decisively: "Don't agree with this decision. From the moment when the Coastline Group entered the competition with holographic smart terminals, these already established projects are out of date. Of course, if it is carried out, a prerequisite is required. That is, we have enough confidence to be able to compete with the holographic smart terminal of the coastline and maintain a 35% market share, otherwise it will be futile. "
"Ms. Angela, are you too pessimistic?" Said an executive.
"Not pessimistic, but rational consideration." With that said, Angela Lawrence looked back at the executive and asked, "Do you think the iPhone can beat the mysterious new product of the coastline in future market competition? Oh no, no Overcome, if we can keep 50% of the market we have at present, even if we win, the implementation of these projects can be rewarded, otherwise it is meaningless. "
The executive mutely chose silence.
"What do you think?" Tim Cook said, asking her, as Angela Lawrence said: "Reference to the previous rivals who competed with the coastline, their results ... are dead!"
John Nessrogy, senior vice president of Apple's hardware division, said unpleasantly, "Ms. Angela, the company pays you more than $ 70 million in annual salary. It is not for you to sit here and tell shareholders and managers how Apple is. A dead man, in this case, what is your opinion? "
"Let go of arrogance!" Angela Lawrence responded concisely.
Everyone was stunned. For a moment, Tim Cook said nothing but reached out to her to continue speaking.
Suddenly, more than a dozen senior executives present cast their eyes on her, and Angela spoke in a smooth and gentle tone:
"The iPhone, as the company's core hardware terminal, once its market share declines, it also means that the App-Store software ecosystem, which relies on its hardware terminal as a living soil, has collapsed. That continues to launch a series of Apple-News-based paid subscription services and other The business plan is doomed, so my conclusion is that if you can't defeat your competitors, why not coexist with the enemy? "
Coexist with the enemy?
Everyone looked at each other and silently stared at Angela Lawrence, who continued: "These business plans are good, but I think they should be slightly modified to fully cover the paid news subscription service, search advertising and other service departments. Enter the coastline's future PHM application ecosystem. "
"Are you crazy?" John Nislogi couldn't help but blurt out.
"The price of arrogance and prejudice is heavy John." Angela Lawrence looked at him: "I know that the closed-loop ecosystem is a great masterpiece of Apple's founders and a sign of Apple's success, but ... that's all over . Put down arrogance and prejudice, the enemy will become friends, and the opponents will become partners. Our presence will bring more vitality to the PHM ecosystem. At that time, Apple's service industry may account for more than 55% of the company ’s profits. It is not impossible for the service industry to break 100 billion US dollars in revenue by 2028. "
"Of course, I also agree with the reservation hope, so cancel the press conference held on March 25 and see how the new product launch conference of the coastline and its follow-up effects make a final decision."
Everyone was silent and right, despite being angry at her "communicative" behavior, but from an objective perspective, especially from the company's current situation and business perspective, she was not wrong.
just……
Closed-loop ecology is one of Apple's trademark products. To put it plainly is to let go of your lower body.
"That's it?" Cook said without a word when the crowd was silent.
"Including but not limited to." Angela Arendz replied: "The company is reorganizing management, readjusting priorities in the services, AI, hardware and sales departments to reduce dependence on the iPhone, with the goal of shifting growth points When it comes to services and potential transformative technologies. The service aspect is coexisting with the enemy. As for the potential transformative technologies ... Honestly the coastline is doing better than us. I am pessimistic about this restructuring. "
Having said that, she looked around at everyone: "Why don't we invest heavily in the auto industry? And why not consider the acquisition of the late giant GE (General Electric)?"
When this remark came out, she calmly continued: "On March 16, GE's stock price closed at $ 10.18 per share, with a market value of about $ 77.4 billion, and during its heyday in 2000, GE's market value was as high as 5940 It has become the company with the highest market value in the United States. It represents the glorious General Electric in the era of the American Electric, but today's situation is like a giant in the twilight. We have more than 200 billion US dollars in cash reserves. Maybe Buffett has prepared Berkshire Hathaway to start, which is what I worry about most. "
Apple does play cars, but there is a lack of interest in playing and it is not very serious.
Laurenz said that the heavy investment in the automotive field is quite understandable. The coastline group in this field has not been deeply involved, and there are various signs that Ye Hua is not very interested, that is, selling car systems or something.
By comparison, avoiding head-to-head competition with this monster is the smartest option.
But what was the reason for acquiring General Electric? Still Buffett? So vowed?
Facing the questioning eyes of all, Angela Lauren looked around with kindness: "Don't understand yet? Winning GE ... means to be able to play an unparalleled important role in the future era of wireless power transmission, at least in North America. Instead, by that time, Coastline Group Life Ray Company wanted to expand its business to North America, and its success will depend to a great extent on our will, unless he abandons the North American market! "
As soon as this word came out, Tim Cook and others stopped.
But just after a moment's pause, the Apple CEO suddenly realized that: "The meeting is over and Gabriel immediately set out to meet with GE CEO John Flannery. Angela, come to my office, we need to be alone Talk! "
After leaving such a word, Cook left the office in a hurry, and Angela Lawrence followed the senior conference room, leaving a dozen executives at a loss.
"God, wouldn't Cook really want to buy GE?"
"This must be crazy!"
United States General Electric Company (General-Electric-Company), UU reading www.uukanshu. com for short GE, also known as Qiyi Company, was founded in 1892. Edison is one of its founders. It is a super multinational giant that provides technology and service business in the world spanning three centuries. Industry leader.
GE's main business areas include power equipment, electrical equipment, household appliances (Ps: has been acquired by Haier for $ 5.4 billion in reality), jet engines, medical machinery, aviation Hangtie equipment, etc., a total of 250,000 kinds of industrial products .
It is no exaggeration to say that GE is a company that defines the "American era". Even in the United States, don't look at the bleak situation of this company. Even if it is miserable, even from the original American idol to the current pool Too bad, GE is also a large and irreversible company in the United States. The United States will never allow this company to declare bankruptcy.
In the senior conference room, an Apple executive carefully considered it and seemed to understand it. He couldn't help but sighed, "It seems that Angela is probably the best candidate for the next CEO!"
...
(Ps: Weak question: Can you ask for a ticket?)
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