Executives from Apple's operations department immediately said: "By 2028, the company's rapidly growing services department will account for 37% of Apple's profits. With the growth of Apple's 'search advertising' and other businesses, the services industry's revenue in 2028 may
Doubled to $79.4 billion."
"In addition, Apple also plans to hold a press conference on March 25, that is, the following week, to launch a paid news subscription service based on Apple-News, but will not release hardware products. This year it also plans to spend at least US$2 billion to produce original video programs
, inviting top Hollywood actors and studios to join. We are looking to bundle video streaming and iCloud cloud storage into a monthly subscription service package, or combine it with a news subscription service to sell it on a monthly basis."
Hearing this, a woman in the high-end conference room suddenly frowned. She was Angela Lorenz, whom Cheng Yangze admired very much, a "devil" from the fashion industry, and a woman who was calling to succeed Cook.
Apple executives getting taller.
Angela Lorenz said decisively: "I don't agree with this decision. From the moment the Coastline Group comes in with the holographic smart terminal to compete with us, these projects that have been formulated are obsolete. Of course, if there is a prerequisite for implementation, then
That is, we have enough confidence to compete with Coastline’s holographic smart terminals and maintain a 35% market share, otherwise it will be in vain.”
"Ms. Angela, are you too pessimistic?" one executive said.
"It's not pessimism, but rational consideration." As she spoke, Angela Lorenz looked at the executive and asked, "Do you think iPhone can defeat Coastline's mysterious new product in future market competition? Oh no, no need to defeat it.
, if we can hold on to 50% of the market share we currently control, even if we win, only then can the execution of these projects have the possibility of returns, otherwise, it is meaningless.”
The executive was speechless and finally chose to remain silent.
"What do you think?" Tim Cook spoke and asked her, Angela Lorenz said: "Referring to the competitors who competed with the coastline in the past, their results...all died!"
Johannes Rogi, senior vice president of Apple's hardware department, said unhappily: "Ms. Angela, the company pays you an annual salary of more than 70 million US dollars every year, not for you to sit here and tell shareholders and managers what Apple is like.
In this case, what is your opinion?"
"Stop your arrogance!" Angela Lorenz responded concisely.
Everyone was stunned. For a moment, Tim Cook said nothing but extended his hand to her to indicate to continue speaking.
Suddenly, more than a dozen executives present all turned their attention to her, and Angela spoke in a smooth and gentle tone:
"As the company's core hardware terminal, the iphone's market share will slump, which also means the collapse of the app-store software ecosystem that relies on its hardware terminal as its survival soil. Then continue to launch a series of paid subscription services based on apple-news, etc."
The business plan was doomed, so I concluded, if you can't beat your competition, why not coexist with them?"
Living with the enemy?
Everyone looked at each other and looked at Angela Lorenz silently. The latter continued: "These business plans are good, but I think they should be slightly modified to include paid news subscription services, search advertising and other service departments.
Shoreline will be part of PHM’s future application ecosystem.”
"Are you crazy?" Johannis Rogi couldn't help blurting out.
"The price of pride and prejudice is heavy, John." Angela Lorenz looked at him: "I know that the closed-loop ecosystem is the great masterpiece of Apple's founder and a symbol of Apple's success, but... that is all in the past.
Let go of arrogance and prejudice, enemies will become friends, and opponents will become partners. Our presence will bring greater vitality to the phm ecosystem. By then, Apple's service industry may account for more than 55% of the company's profits. Services
It is not impossible for the industry to achieve revenue exceeding US$100 billion by 2028.”
"Of course, I also agree with retaining hope. Then we will cancel the press conference held on March 25 and see how the new product launch conference and its subsequent effects on the coastline are before making the final decision."
Everyone was silent in response. Although they were angry about her "collaborating with the enemy" behavior, looking at it from an objective perspective, especially from the company's current situation and business perspective, she was not wrong.
only……
Closed-loop ecology is one of Apple's iconic products. To put it bluntly, it means that it can't be let go.
"That's it?" Cook, who had never spoken a word, said when everyone was silent.
"Including but not limited to." Angela Ahrendts continued: "The company is reorganizing management, re-adjustment of priorities in service, AI, hardware and sales departments, reducing dependence on iPhone, with the goal of shifting growth points to
Service and potentially transformative technology. The service aspect is living with the enemy, and as for the potentially transformative technology aspect... Shoreline is honestly doing a better job than we are, and I'm pessimistic about this restructuring."
Having said this, she looked around at everyone: "Why don't we invest heavily in the automobile industry? And why don't we consider acquiring the late giant GE (General Electric)?"
The audience was stunned when she said this, and she continued calmly: "On March 16, GE's stock price closed at US$10.18 per share, with a market value of approximately US$77.4 billion. At its peak in 2000, GE's market value was as high as US$59.4 billion.
billion, becoming the company with the highest market capitalization in the United States. General Electric, which represented the glory of the American electrical age, is now in a situation like a late giant. We have more than 200 billion US dollars in cash reserves. It is a good opportunity to make a move, and we must do it quickly.
, maybe Buffett has already asked Berkshire Hathaway to prepare to take action, which is what I am most worried about."
Apple is indeed playing around with building cars, but it lacks interest and doesn’t take it seriously.
Lorenz said that it was investing heavily in the automotive field, which everyone quite understood. Coastline Group has not been deeply involved in this field, and there are various signs that Ye Hua is not very interested in selling vehicle-mounted systems.
In comparison, avoiding direct competition with this monster is the wisest choice.
But what was the reason for acquiring General Electric (GE)? Why did Buffett do it? So confidently?
Faced with everyone's doubtful eyes, Angela Laurenci looked around: "Don't you understand? Winning ge... means that it can play an unparalleled and important role in the future wireless power transmission era, at least in North America, it will be irreplaceable.
, by that time, Shoreline Group Life Ray Company wants to expand its business to North America, and its success will depend to a large extent on our will, unless it gives up the North American market! "
As soon as these words came out, Tim Cook and others were stunned.
But after just being stunned for a moment, the Apple CEO suddenly woke up and stood up: "The meeting is over. Gabriel, immediately set out to meet with General Electric CEO John Flannery. Angela, come to my office, we need to talk alone."
talk!"
After leaving these words, Cook hurriedly left the office, and Angela Lorenz followed him out of the high-level conference room, leaving a dozen executives at a loss.
"God, does Cook really want to acquire ge?"
"This must be crazy!"
General Electric Company (general-electric-pany), referred to as GE, also known as Qiyi Company, was founded in 1892. Edison was one of its founders. It is the world's largest provider of technology and services spanning three centuries.
It is a super multinational giant in business and a true industry leader.
ge's main business areas involve power equipment, electrical equipment, household appliances (ps: it has been acquired by Haier for US$5.4 billion in reality), jet engines, medical machinery, aviation-Hangzhou Railway equipment, etc., with a total of 250,000 industrial products in ten categories
.
It is no exaggeration to say that GE is a company that defined the "American Era". Even in the United States, don't look at the dismal situation of this company today. No matter how miserable it is, even if it has gone from being an American idol to being a puddle today.
Mud, GE is also a company that is too big to fail in the United States. The United States will never allow this company to declare bankruptcy.
In the high-end conference room, an Apple executive thought about it carefully and seemed to understand it. He couldn't help but sigh and said: "It seems that Angela is probably the best candidate for the next CEO!"
…
(ps: I have a weak question: Can I ask for a vote?)
