No. of Recommendations: 11
Apple is expected to make $156bn in free cash flow this year. By contrast, Meta, Alphabet, Amazon and SpaceX are expected to burn through a combined $185bn.
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Comparing them directly is comparing capital (which becomes a stock) with income (a flow).
Actually no, they're both single-year free cash flow figures. The only difference is that one is for a single company, the other is the sum for several.
I can not speak to the reliability of the underlying calculations--I didn't do them myself. They're from an article in the FT. At least it's not from Tiktok : )
Apple simply opted out of this infrastructure race because they want to focus on a different niche
Indeed. The intent of my post was to point out the most obvious advantage of their strategy: oceans of cash still flowing in the door. Some disadvantages may or may not show up later on.
Jim
