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Final Cut Pro in Ads – Everything Changed
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craig, I’m feeling bad here, but you are copying and pasting there.
http://www.ogallchoir.net
promo producer/editor.grading/motion graphics -
Craig,
I suppose this line of reasoned speculation is as plausible as any other:
Apple have been making money with FCP, just not the right kind of money.
Anyway, it really doesn’t paint a pretty picture as a company I want to rely on as an editor or active creative person.
The dismal greed that was apparent in Avid as company (slightly tempered of late) was what largely drove me away from them.
Are options dwindling or proliferating? Hard to tell sometimes. The next year should be interesting …
Franz.
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[Aindreas Gallagher] “what?”
What I said. That’s what I think it is. ;->
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I think my comments are related to both.
The denser this forum gets the more crossover in discussion I see. -
You may think it craig, but bud, really?
you are still amazingly hearing all this apple hush hush *argument supporting* stuff… 🙂
oh craig.
http://www.ogallchoir.net
promo producer/editor.grading/motion graphics -
[Franz Bieberkopf] “Are options dwindling or proliferating? Hard to tell sometimes. The next year should be interesting …”
I agree and I think Apple is at the root of the uncertainty. FCS was the “safe” all encompassing suite even if each component had a better competitor out there.
Now some are looking at Avid, a company that’s been losing money for 5 years and which Media Composer market growth isn’t going to sustain it based on their current business model (or lack of one).
Others are looking at Adobe in a space (NLE) in which they’ve been an also ran with preferences running to FCP or Avid for various feature sets.
Those looking at Apple have seen it go from the security blanket to wild card. Even if they end up with something viable (as I think they well) that security blanket is surely gone.
Basically the “A” are all heading into new space, each with some risks.
On the hardware side we’ve seen HP hem and haw on desktops (including workstations) and Apple’s big MacPro question mark.
We might throw Windows 8 into the mix as well as they seem to be following some aspects of Apple’s Lion OS progression.
I can’t recall every seeing so much change and uncertainty in such a short period.
Interestingly the only other mass reaction and worry I personally recall was when Avid seemingly announced they were no longer going to develop on the Mac . . . when I believe the majority of their NLEs in the field were on Macs . . . and they recanted . . . and FCP grew in market share . . . and some years later Adobe’s NLE returned to the Mac . . . and all was right with the post world . . . for awhile.
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[Craig Seeman] “… Avid, a company that’s been losing money for 5 years …”
Craig, I’ve seen you (and others) refer to this before. Do you have a reference? (Obviously, I’ve read about the recent layoffs.)
[Craig Seeman] “On the hardware side we’ve seen HP hem and haw on desktops (including workstations) …”
That does raise an eyebrow. On the other hand I think it has to be balanced with figures like this:
https://techcrunch.com/2011/09/13/microsoft-sold-450-million-copies-of-windows-7/
Numbers like that point to a healthy PC market (workstations, as a subset, notwithstanding).
450 Million Potential Editors?
Franz.
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[Franz Bieberkopf] “Craig, I’ve seen you (and others) refer to this before. Do you have a reference? (Obviously, I’ve read about the recent layoffs.)”
Does The “A” In Avid Stand For Avoid?
https://www.fool.com/investing/general/2011/05/20/does-the-a-in-avid-stand-for-avoid.aspx
with its cash pile draining down from $225 million in 2007 to $33 million todayAvid Announces Restructuring, Lays off 10% of Workforce
https://www.sonicscoop.com/2011/10/27/avid-announces-restructuring-lays-off-10-of-workforce/
The Continually Shrinking Avid
…
This is a corporation that laid off 120 people in 2010, and 410 employees the year before that – 15% of its staff at the time. It was all a part of five rounds of Avid layoffs that took place between 2006-2009 alone, and a reflection of the company’s overall declining financial health.https://www.philiphodgetts.com/2011/01/why-are-we-all-worried-apple-will-abandon-pro-video/
For example, Avid will be cutting jobs and closing facilities in the first half of this year. This follows layoffs of 200 in 1999, 129 people in 2007, and 410 people (15%) in 2008/09.Loses 2008-2010
https://finance.yahoo.com/q/is?s=AVID&annual
Dec 31, 2010 (36,954)
Dec 31, 2009 (68,355)
Dec 31, 2008 (198,177)Losses quarterly through Sep 2011
https://finance.yahoo.com/q/is?s=avid
Sep 30, 2011 (8,019)
Jun 30, 2011 (11,862)
Mar 31, 2011 (5,117)
Dec 31, 2010 (571)Avid benefited from Apple’s ill-received Final Cut Pro X on a unit basis, but still came in below our estimate in the Pro Video segment due to the reduced pricing it offered ex-Final Cut users (Video revenue was $98.4m vs. our model at $102m). The company announced a 10% cut in headcount as it continues to try to right-size its operating model in what seems like a continuous ‘transition phase.’ We are reiterating our Neutral rating and lowering our target from $19 to $9.”
https://finance.yahoo.com/q/ks?s=avid
Profit Margin (ttm): -3.72%
Operating Cash Flow (ttm): -5.67MMany articles, many different ways to show financial problems, several years running and still not looking good.
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[Aindreas Gallagher] “you are still amazingly hearing all this apple hush hush *argument supporting* stuff.”
Analyzing business models is analysis not “hearing.”
You may not like my analysis but I do base it on the dots I see and connect and certainly others may see differently. -
[Craig Seeman] “Apple is looking for ways to sell Macs like they sell iPhones and iPads.”
Do you really think they will ever sell computers the way they are currently selling phones and iPads? And, I’m genuinely asking. They are so dominated currently by phones, with pads coming up, that it seems to me that their priorities will–by the sheer force of sales–shift pretty quickly (if it already hasn’t), especially now that they are fully embracing Larry Ellison’s thin client dream with iCloud. Mobile devices are no longer tethered to individual computer. All they need are access to Apple servers. It seems to me possible that the desktop will be pushed out.
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