Gatsby 的讨论

发布于: 雪球回复:30喜欢:0
icloud这种云端盈利模式呢?

热门回复

2011-12-28 17:33

回复@linan:itunes是毛利率、纯利率最高的电商

2011-12-28 17:28

呵呵,不算规模,主要从模式上考虑

2011-12-28 17:25

你让$亚马逊(AMZN)$情何以堪? //@美股新手: 其实itunes应该算是目前最牛B的电商了吧//@hotashang:回复@linan:你倒是提醒我了哈,应该要加一个royalty fee的,只是当时我只留意到游戏有这种方式,就在游戏里单列了,呵呵!

2011-12-28 17:23

其实itunes应该算是目前最牛B的电商了吧

2011-12-28 17:21

回复@linan:你倒是提醒我了哈,应该要加一个royalty fee的,只是当时我只留意到游戏有这种方式,就在游戏里单列了,呵呵!

2011-12-28 16:56

不是的。版权不归苹果,归销售商。苹果app store相当于电影院线,收场子费呢。哈

2011-12-28 16:50

回复 @linan: The Company has identified up to three deliverables in arrangements involving the sale of these devices. The first deliverable is the hardware and software essential to the functionality of the hardware device delivered at the time of sale. The second deliverable is the embedded right included with the purchase of iOS devices, Mac and Apple TV to receive on a when-and-if-available basis, future unspecified software upgrades and features relating to the product’s essential software. The third deliverable is the non-software services to be provided to qualifying versions of iOS devices and Mac. The Company allocates revenue between these deliverables using the relative selling price method. Because the Company has neither VSOE nor TPE for these deliverables, the allocation of revenue has been based on the Company’s ESPs. Amounts allocated to the delivered hardware and the related essential software are recognized at the time of sale provided the other conditions for revenue recognition have been met. Amounts allocated to the embedded unspecified software upgrade rights and the non-software services are deferred and recognized on a straight-line basis over the estimated lives of each of these devices, which range from 24 to 48 months.

The second deliverable is the embedded right included with the purchase of iOS devices, Mac and Apple TV to receive on a when-and-if-available basis, future unspecified software upgrades and features relating to the product’s essential software. 这部分应该就是所说的云服务吧,感觉the embedded right 应该还是可以分到版权里面,只不过这个可以称之外软件的版权授权。

2011-12-28 16:38

回复 @linan: 我呆会看看app的年报

2011-12-28 16:34

回复 @Gatsby: 对,不过这一块目前的收入比例低。核心还是辅助apple卖硬件。

2011-12-28 16:31

回复@hotashang: 个人感觉可能是类似于互联网基础服务。如果云端科技混合了像google那样的云端操作系统就可能是无线增值服务?