Cewa Apple koyaushe "an barshi" ba wani abu bane wanda a wannan lokacin zai bawa kowa mamaki, duk da haka, wannan halayyar da alama an nuna ta a cikin recentan kwanakin nan ta yadda kamfanin zai daidaita cikin "al'adar girman kai", matsayin da zai iya ja da baya har ma ya hana manyan abubuwan sayes hakan zai inganta shirye-shiryen yawo da bidiyo na kamfanin.
Wani rahoto da Bloomberg ya wallafa ya zurfafa cikin ayyukan M&A na Apple dangane da sauran kamfanoni, yana mai nuna "girman kai" da Apple ke nunawa a irin wannan tattaunawar.
Apple ya fi so ya yi ya saya
A cewar daban-daban kafofin shawarci da Bloomberg waɗanda suka yi aiki tare da Apple a fagen talla da talla, kamfanin yana ta gwagwarmaya akai-akai don samun babban kasuwanci daga ƙasa, duk da "jerin ƙirar", ciki har da ƙin yin aiki tare da masu banki na saka hannun jari, da ƙwarewarsa a cikin manyan abubuwan saye, da kuma “ƙin haɗari” a fili. »
Apple shine mafi sha'awar, da ƙwarewa, wajen ƙirƙirar ayyukansu maimakon sayen su kai tsaye daga mai fafatawa, tare da keɓaɓɓun lokuta kamar su sayen 2014 da kuma ƙaddamar da Apple Music a gaba.
"Mataki na farko a cikin M&A shi ne samun wasu yakini game da abin da kuke son yi," in ji Eric Risley, wani abokin harka a kamfanin Architect Partners LLC wanda ya tattauna da Apple. "Apple, wataƙila ya fi na yawancinsa, yana jin cewa yana da ƙarfin gina abubuwa" maimakon sayen su, in ji shi. Wani mai magana da yawun kamfanin na Apple ya ki cewa komai.
A cewar da yawa manazarta da masu saka jari sun shawarta, Matsayi na gaba na Apple yakamata ya zama mallakar sabis ɗin bidiyo mai gudana. Kamfanin ya fara samun ci gaba don ƙarfafa asalin abun cikin audiovisual akan Apple Music, tare da Carpool Karaoke: Jerin y Duniya na Apps hakan zai iso wannan bazara mai zuwa, amma manazarta sun ce kuna buƙatar wani abu "mai kama da Netflix ko Amazon Prime Video."
Apple zai buƙaci mafi girma fiye da sayan Beats a cikin 2014
Erick Maronak, babban jami'in saka hannun jari a Kamfanin Nasara Capital Management, ya lura cewa Apple "zai nemi abin da ya fi wanda ya samu kamar Beats" don cimma burin dala biliyan 50.000 na kudaden shigar aiki. Wannan na iya haɗawa da wasu yiwuwar siyan kayan aikin jarida kamar Walt Disney ko Tesla, kamar yadda manajan Baird William Power ya lura.
Wani maƙasudin ma'ana, kuma wanda ya riga ya bayyana a lokuta daban-daban, shine Netflix, duk lokacin da wani abu kamar kamfanin "ya buƙaci aƙalla babban sayan bidiyo ta yanar gizo".
Amma har ma a nan, wasu manazarta da masu saka hannun jari suna ba da shawarar babban karɓar, musamman a cikin yawo bidiyo ta kan layi. Apple ya fara rarraba bidiyo ta hanyar sabis ɗin kiɗa, da raba wasu masu ba da bidiyo a kan aikace-aikacen TV ta wayar hannu, amma ba shi da sabis kama da Netflix ko Prime Video daga Amazon.com Inc.
A ranar Juma'a, masanin Sanford C. Bernstein, Toni Sacconaghi, ya ce Apple na bukatar akalla saye daya a bidiyo na bidiyo. Don cimma burinta na dala biliyan 50.000, dole ne kamfanin ya sami ƙarin dala biliyan 13.000 a cikin kuɗin shigar sabis a cikin shekaru huɗu masu zuwa, fiye da abin da zai iya samarwa. Netflix Inc. ya ƙare 2016 tare da tallace-tallace ƙasa da dala biliyan 9, don haka ko da sayen wannan kasuwancin bazai isa ba, in ji masanin.
Dabarar Apple ba koyaushe take aiki ba
'Sungiyar sayan Apple ta ƙunshi mutane dozin da Adrian Perica ya jagoranta. Yawancin tayin "ana aiwatar da su ne bisa umarnin injiniyoyin kamfanin.", don haka wannan ƙungiyar ta haɗu da injiniyoyin Apple waɗanda ke ba su shawara game da waɗancan maƙasudin sayan kayan kwalliya.
Dabarar sa tana aiki da kyau ga ƙananan kamfanoni, amma ba yawa ga manyan ma'amaloli:
Apple ya ƙi yin aiki tare da bankunan saka hannun jari a ƙoƙarin yin aiki kai tsaye tare da sauran kamfanonin gudanarwa na kamfanin. Wannan yana haifar da iska mai girman kai, a cewar Eric Risley, wanda ya kulla yarjejeniya da Apple, ya kuma bayyana cewa "sun saba da ikon kutsawa da samun tattalin arziki mai jan hankali."
