Monthly Archives: June 2008

Operational Leverage

Fellow Collegiant Ramster doubts Baruch, and writes:

So if the iPhone is such a gamble for Apple, what’s the alternative? Stay out of the phone business entirely?

Ramster also questions whether Apple really needs to go mass market. There’ll be enough fanboys out there, he opines, to create

 . . . a pretty decent sized niche…which leads to the question of scale that you mention. It strikes me that when a few hundred million handsets are being sold per year, a niche market can still hit numbers that would be considered mass market in any other space (e.g. 10s of millions of units/yr).

Well, Ramster, for your first question, there IS no alternative to iPhone for Apple, is there? Other than sitting on the iPod franchise and milking it for cash and managing its decline. But of course that would be a bit of a multiple shrinker.

In that sense I guess is not strictly speaking a gamble, or at least one with any optionality. It just proves that Apple may not have been in quite as strong a position as we thought.

But your second question goes to the heart of the Apple thesis I propound, and is why answering your question is deserving of a post by itself. I fear there is much misunderstanding here.

Let’s do a thought experiment. Let’s say Apple flogs “10s of millions of units/year”: 20m iPhones at USD500 a pop wholesale, which is USD 2 bn in revenues. Say Apple makes a 50% GM (I’m being generous), but has to pay 500m in R&D and 300m in SG&A (these totals may not be enough, they are just illustrative). That means Apple makes USD 200m in EBIT, a 10% margin for Apple. Oh dear. Wailing and gnashing of teeth.

But just sell 5m more units and you make 450m in EBIT, a 22.5% margin. Got that? 20% more units gives you over 100% your profit. Once you cover your cost it drops straight through to the bottom line. Or you can keep the same margin and spend more in R&D or have a cooler ad campaign or build a distribution network in Mongolia or wherever. This is what we call operational leverage. It comes from scale.

Without scale, other people with scale can come in and eat your lunch. Let’s ignore SG&A, even though it’s equally important, and just concentrate on R&D instead. Nokia spends 12 BILLION fricking dollars on R&D per year. And still has a 20% margin. If its R&D was only half as efficient they could outspend Apple’s illustrative business model above by diverting just 10% of that. Not straight away, but over 6 months, over 12 months, you’d see Nokia start to have better features than Apple, in iPhone-like models that are released before Apple’s. Moreover, Nokia would start to offer more variants to fit different tastes and budgets, and extend the business into new customer segments.

Soon Nokia will be selling more units and making more money, free EBIT to spend more on R&D. The advantage thus becomes self supporting, a virtuous circle for Nokia, a more vicious one for Apple. Eventually they have to drop out of the handset market. This is not a fanciful example. This is exactly what Nokia did to Panasonic, Ericsson, Sony, BenQ, Siemens, and Motorola. It’s why they have a 45%+ share, 3x more than anyone else.

And that’s why Apple needs to go mass market.

Yes! Someone finally gets it!

I spend my time investing in handset companies Bento: understanding the industry is my job, and I am quite good at it. So I try to educate my public, point out to them that not all about the iPhone launch is quite as it seems, to let them know it’s OK not to be a fanboy. Expecting adulation I receive instead a deafening silence. No calls, no interviews, just a few comments from enlightened individuals. Unlike Spinoza I have no coterie of supporters to cheer me on, no faithful, like-minded friends. Moreover, Bento, I know you are one of the glazed-eyed pod-people (iPod people).

Of all the articles written about this sodding iPhone in the press, most of which are silly, factually challenged Apple fluffer pieces, I have finally found one, ONE, which gets it. Some of the comments are good too. Never mind the editor chose a photo of the author that makes him look like he has busting for a pee, and has just found a toilet:

meanstreet

 

 

Why can’t they just have normal, non-smirky photos? I am sure the guy looks quite normal in real life. But never mind! Smirky or not, this guy understands that the iPhone venture is a risky one for Apple, a venture into shark-infested waters, where two types of sharks swim, jealous operators and frantic handset vendors. He writes:

the iPhone’s new business model is an aggressive attempt to place Apple at the center of the consumer wireless market, increase the company’s competitive power and diminish the role of the wireless carriers.

Given the tough dog-eat-dog dynamics of the telecommunications industry, that is a heck of a big bet that even Steve Jobs might lose.

The operators are the main barrier to greatness:

while Apple talks about “partnerships” with carriers, the carrier really is just a necessary distribution mechanism for the iPhone and the Apple brand. In effect, Apple sees the carrier as a competitor for the customer’s wallet whose power will diminish over time as the iPhone catches on. . .

Apple’s battle with the music labels was like a fistfight with neighborhood punks. Taking on the telecommunications industry is more like nuclear Armageddon.

Me, I think the handset competitors aren’t going to go quietly. Neither does Herr Newmark.

The handset business is ferociously competitive. At the high end, Research in Motion and Nokia. At other price points: Samsung, LG, Motorola, Sony, the new Chinese entrants. Today, Apple’s iPhone may have unbeatable design and functionality. And that may be enough to attract loyal Apple customers and the phone-as-fashion-accessory crowd. But it isn’t enough. Apple must win over the mass-market consumer. Here the going will be tougher. . .

It could get pretty bad. Remember the market for personal computers? Crushing price pressure and rapid commoditization left only a few mass-market competitors, such as Dell, Hewlett-Packard and Lenovo, standing. Along with who else? Apple of course–which survived by playing by its own rules and carving out a profitable niche.

Spot on analysis. I wonder if he read me first, one month ago? It is possible to come to the same conclusion independently. Leibniz and Newton invented calculus at the same time, didn’t they?

UPDATE: actually, Felix looks like he is not drinking the iKool Aid, either. Healthy scepticism levels there. I’d probably still buy one, though. Hey, in the UK, you get one for “free” (OK for 45 squids a month). My lizard brain says “oh me get good deal!”

Oh please, Apple, let us give you more money

If ever we needed proof that Steve Jobs seems to have put the blinkers on the press, Bento, and somehow persuaded them to withhold the incisive critical analysis they have shown in other issues, such as the war in Iraq, Bento, this is it. The article strikes me as quite, quite wrong; clearly the grasp of basic commerce at the Torygraph is somewhat lacking. They have not been reading the excellent coverage of just this issue at Ultimi Barbarorum. The article is one of those “lead-up to the new iPhone” puff-pieces every serious newspaper feels it has to run ahead of this week’s product release. It states:

In a bid to take the phone to the mass market, Apple chief executive Steve Jobs has dropped his resistance to the sales techniques that have made the mobile phone the best-selling consumer electronics device of all time.

In return for allowing networks to subsidise the iPhone, it is thought that Apple will take a higher proportion of the ongoing revenues from customer usage of the phones.

The mind boggles. Presumably Apple “allowed” its executives to exercise jus primae noctis with the prettier O2 staff members as well.

“Dutch Nobel Prizes” only for the Dutch

Baruch! I almost choked on my oatmeal porridge just now when I discovered that there is such a thing as the Spinoza Prize in the Netherlands — for literature, microbiology, physics and medicine — and that the organizers, the Netherlands Organisation for Scientific Research (NWO), are keen to call them the “Dutch Nobel Prizes”. Must be a big deal, you’d think?

Not really. First, you can forget about winning the prize if you’re not Dutch. (That’s not very Nobel of them, now is it?) Second, check out what they’re winning it for. The winner for the microbiology prize?

His research has led to the development of lactic acid bacteria that can improve the taste and shelf life of cheese.

Yes indeed, in Holland you get a $1.5 million euro prize for inventing longer-lasting cheese. In our name, Baruch!

Shave before your execution

Cool profile of Taleb here in my sunday paper, Bento.

Did you ever read any of his books yet? I’ve posted on him enough for you maybe to have noticed. I’m quite looking forward to his next book, on the value of aimless tinkering around.