zlacker

[return to "Margin Call"]
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1. camina+y2[view] [source] 2026-02-01 21:52:39
>>zdw+(OP)
You're editorializing the headline, aside from your vague phrasing for "margin" (actually gross margin) and "Services [segment]" which has had gross margins >66% since FY20.

Better to reflect the actual headline and then add a comment.

edit:

This is the SaaS division. Similar at GOOG, MSFT, CRM, etc. have similar gross margins.

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2. BoredP+r4[view] [source] 2026-02-01 22:07:21
>>camina+y2
I don't understand what you want to say with your comment.
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3. bilbo0+g6[view] [source] 2026-02-01 22:19:55
>>BoredP+r4
Meh.

On one level, it's fair.

If everyone has similar services margins, then it's, at one level, disingenuous to single out Apple.

At the same time, I have to say that, to my mind, the comment is whatabout-ism. Right now we're talking about Apple.

Maybe we can broaden the discussion? I'm fine with that. But we'd still be talking about Apple as part of that discussion.

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