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Why Not Acquire Tesla?

Given Apple's interest in transportation and Tesla having the most popular, highest-rated car on the road, many have positioned Tesla as an Apple acquisition target. Apple's strong balance sheet adds fuel to the fire. With $129B of net cash, Apple could pay $70B+ to acquire Tesla and instantly become a player in the auto space.

However, Tesla isn't a realistic acquisition target for Apple. More importantly, Apple doesn't need to acquire Tesla in order to meet its goals. The best way to understand why is to look at the key components of Apple's M&A philosophy:

* A strong brand and product aren't enough for an Apple acquisition. There has to be more to an Apple acquisition target besides strong branding and a popular product in the marketplace.
* Apple doesn't use M&A to acquire revenue. Apple doesn't use M&A as a tool to grow revenue.
* Apple doesn't use M&A to acquire users. Apple doesn't acquire companies simply to grow its user base. This tenet has become that much stronger in recent years as Apple's user base has grown. Apple currently has one billion users. When considering how the vast majority of those users comprise the premium segments of the smartphone and tablet markets, Apple has no need to acquire what ends up being its own users.

In essence, Apple isn't interested in buying its way into new product categories. Instead, Apple positions M&A as a tool to either enhance its existing product line or plug holes in the product development process. M&A is used to a tool to supplement, not replace, Apple's design-led product development process. Accordingly, there are two things Apple looks for when acquiring companies:

* Apple uses M&A to acquire technology. Apple looks at M&A as a tool for plugging holes in its asset base. Given how Apple is constantly working on new products, one hole is often the need for new technology.
* Apple uses M&A to acquire talent. One area in which Apple is resource constrained is talent. As Apple moves from one industry to another, the company is always on the lookout for teams of talent that help boost knowledge and expertise.

A look at Apple's acquisition history demonstrates these core M&A tenets. Acquisitions such as P.A. Semi, AuthenTec, LinX, and Metaio were about technology and talent. Even acquisitions that included consumer-facing products like Beats, Beddit, and Shazam (pending approval) were ultimately about the technology behind the products.

https://www.aboveavalon.com/notes/2018/9/6/poaching-tesla

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madis: well well..

https://majandus24.postimees.ee/6492051/apple-i-uks-ajalooetapp-naib-olevat-loppenud

Firma nagu iga teinegi.

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“While we are disappointed to be falling short of our quarterly revenue goal, our fiscal first quarter was also a record setter for revenue from Services, Wearables and the Mac. iPad revenue grew double-digits over the year-ago quarter, and iPhone activations in the U.S. and Canada set new Christmas Day records. We expect to set all-time revenue records in key markets including the US, Canada and Mexico, Western European countries including Germany and Italy, and countries across the Asia-Pacific region like Korea and Vietnam. Our worldwide installed base of active devices also hit a new all-time high, reflecting the loyalty of our customers and their appreciation for the work you do.”

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fire83: Kinnitada enda veendumusi mingite dramaatiliste clickbait pealkirjadega Postimehe rämpsuudistega on üks asi.
Teha fundamentaalseid järeldusi Apple kohta 90 päeva baasil, tundmata makroökonoomikat on järgmine level.

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fire83: No oskad Googeldada ja mis siis? Mis su point on?

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madis: Viimase 6 kuuga on Apple aktsia korralikult kukkunud, see lükkab su eelnevad väited vist ümber ?

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fire83: ... Kui kasvõi helistada ja sõnumeid saata vaja, siis tõsist alternatiivi ikka veel iPhonele pole. ...

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