profitable

The US threatens Apple with a 25% tariff if you do not manufacture the iPhone there. It would continue to be more profitable in India

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Donald Trump has launched a direct threat to Apple: If you want to sell the iPhone in the United States, you must manufacture them there. Otherwise, you will have to assume a 25%tariff. This threat is part of its new commercial offensive, which also includes a 50% tariff to European products and measures against other great American technological ones. Apple, however, had already begun to reorder his production map. Tim Cook announced that “The majority” of the iPhone sold in the United States in 2025 will be manufactured in India. It is a message: Apple has no intention – not real capacity – to transfer its production to American soil in the short or medium term. In figures. Today, making an iPhone in China costs around $ 450. If that production was transferred to the United States, the cost per unit would shoot up to $ 1,400-1,600. And if the entire supply chain in US territory was also replicated, the final price to the consumer could overcome the 2,000 dollars.. Apple’s margin would not endure that blow. And consumers either. Yes, but. Moving production to India barely represents an increase from 10% to 15% compared to China. With an average sale price in the United States of about $ 1,000 to $ 1,200 per unit, Apple can absorb that difference, affect the customer or a mixture of both. Always without turning the iPhone into an unattainable luxury product. Trump’s 25% tariff, if applied, would be even more expensive. Between bambalins. India is more than a momentary escape route. Apple has been preparing for this turn for years. Foxconn has invested $ 1.5 billion to expand its plant in Chennai, and Tata Electronics has accelerated the construction of new assembly lines in Tamil Nadu. In 2024, 18% of the iPhone have already left India. In 2025 it will be 32%. Cook does not improvise: he knows that producing in the United States would have been reconstructing the infrastructure and technical specialization that Asia offers today. India is not China, but it has something that the United States does not: a young, cheap and trained population, as well as a government (that of Modi) willing to encourage every dollar invested. The context. Apple has already promised to invest 500,000 million dollars in the United States in the next four years. But it will do it in chips, data centers and artificial intelligence servers, not in iPhones factories. Trump knows it, and that’s why he attacks: investment is not enough. It wants production. And he wants to see her inside her borders. By the way, half Billón’s investment had a small print of Cantabria’s size: On the other hand, manufacturing iPhone is not riding furniture. It is a high precision operation, with thousands of components assembled in record times for workers in 12 -hour shifts. The United States does not have the ecosystem, nor labor, nor the right labor cost to replicate that. Trump can press, but cannot alter the economic laws of global logistics. And now what. Apple will play time. You can negotiate exceptions, delays or adjustments, as did in 2019 with Chinese tariffs. But if Trump fulfills his threat, he will have to choose between paying billions in tariffs … or raising prices. And there is the paradox: If Apple manufactured in the United States, the iPhone would cost 1,200 to more than 2,000 and even $ 3,000. If it remains in India, with 25% of Trump included, it would rise only to about 1,500. Manufacture in India, even penalized, is still more profitable than producing at home. In Xataka | Apple anticipates 900 million dollars of tariff impact. It is equivalent to the cost of producing almost two million iPhone Outstanding image | Xataka

Inditex has discovered that its giant stores are less and less profitable. The problem is that you can’t close them

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Barclays has put his finger on the sore of the Inditex business model. His analysts question whether the megatiendas of the textile giant can continue to generate the productivity improvements that have promoted their growth during the last decade, according to Five days. The origin of the doubts is in its weak growth of the start of the fiscal year, which has slowed that until now it was a strong and almost uninterrupted growth. What has happened. Between 2019 and 2024, Inditex has increased its sales by 37% despite reducing the number of stores by 29%. The average size of its establishments grew 23% to 836 square meters, but sales growth is deflated: 11% in March 2024 to 4% in March this year. Why is it important. The figures show an uncomfortable paradox: While online sales grow with higher margins and minor costs … … physical megatiendas devour resources and generate decreasing profitability. However, closing those megatiendas, in emblematic or high visibility locations, with very high costs that eat a good part of the margin, could be counterproductive. The context. The Inditex megatiendas They are not just stores: they are Showrooms strategic Its real function goes beyond maximizing sales per square meter, they also serve to legitimize online prices. A jacket of 80 euros on the Zara website seems reasonable because the customer can touch it, try it and validate its quality in a store, especially in a 1,000 square meters in the center of Madrid or Barcelona. And because of the fact that this brand is there, conquering that space. In detail. The model works like this: Megatiendas create the perception of premium brand that justifies online prices. It is not something that has invented Inditex or exclusive to fashion stores. McKinsey already talked about this phenomenon Before pandemic. Without that physical presence, Zara would lose some reputational credibility in the face of much cheaper purely digital competitors such as Shein. Physical spaces act as confidence anchors that allow to collect higher prices on the digital channel. Yes, but. The equation is complicated when the profitability of these Showrooms It deteriorates. Barclays estimates that the growth of sales per square meter will decelerate 8% historical annual to 3% in the next four years. Maintaining very expensive spaces that do not generate proportional direct benefits is a bit more difficult to sustain in the long term. Turning point. Inditex will possibly redefine your megatiendas without loading your strategic value. Closed would save costs but destroy a part of the credibility that supports online prices. Keep them as the margins are erodes. The departure is to reinvent them as brand theaters that justify their cost through their impact on the digital business. It is something very similar to what happens with telecos stores, especially Flagship: They maintain strategic establishments in central and privileged locations for a more reputational and Awareness (Brand recognition, perception, prestige) that by pure profitability. Outstanding image | Inditex In Xataka | Wallapop taught us to sell what was used. Decathlon has learned to earn money with it

Chatgpt is already the most downloaded app in the world. And it doesn’t even manage to be profitable

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Analyzing application tops is usually especially boring. Instagram, Tiktok, Facebook and WhatsApp, the crown has always been of a social network. Until March 2025 in which, for the first time since 2013 (the year in which the most downloaded app was Candy Crush Saga), An app of this category occupies the podium. Chatgpt, the most unloaded app in March. The latest Appfigures report Collect three interesting data. Chatgpt was the most unloaded app worldwide with an accumulated of just over 46 million downloads. It is the first time in twelve years that a social network does not occupy the podium, although by the hair. Instagram also is around 46 million downloads, but occupies second place. The dynamics of consumption between iOS and Android. Chatgpt is the most downloaded app with 13 million downloads, above Threads and Capcut. In the case of Android, Instagram is still a leader, followed by Tiktok and with ChatgPT occupying third place with 33 million downloads. It is a good photograph about how the Application consumption dynamics According to operating system, and how perhaps iPhone users are looking for everything they do not find in Siri, something especially vitaminated with the integration of the OpenAI model into Apple’s voice assistant. That Openai has devastated in March is not a coincidence. Chatgpt has been appearing in the most unloaded apps in the main operating systems for months, but understanding its success in March is impossible without talking about Ghibli fever. A fever that managed to make They add five million users … in one hour. Openai’s opening to its image generation model in the free model went viral in just hours, generating saturation on servers which they had to respond with limitations. Sam Altman himself said that “it is very fun to see people love the images in Chatgptbut our GPU are melting. ” The monetization challenge. The OpenAi chatbot presents a paradox: it is one of the most unloaded apps in the world, but its monetization is not consolidated. The operation cost is very highand the consultations to GPT-4 cost millions of dollars to OpenAi every day. Openai itself reports that most users use the free version with GPT 3.5. Here the challenge is important: if the free version is limited too much, there is a risk of cooling demand for chatgpt. But if it is not limited, the server cost will end up being unsustainable. According to last year data, GPT has Something more than 10 million payment subscribersfact that you have to add an additional million for business plans, with a higher rate. It is not enough. Openai is not profitable, and we still know if it will end up. One of the collateral effects of the commercial war points directly to the price for using AI. Muddu Sudhakar, Aisa CEO, warned That if building data centers ends up being more expensive, it will also be to operate artificial intelligence systems. Competition with Google Gemini either does it helptheir AI models are not so expensive and are sweeping their competition in Benchmarks. If we add that not even the GPT Pro subscription, which gives access to Your best models included Sorait is profitable with a price of 200 dollars a month, the scenario is uncertain. According to Altman, GPT’s payment users “use it much more than expected”, flying through the service of the service. Image | Mockuups Studio In Xataka | Openai wants to square a circle with GPT-5: earn money and become the “new Google” offering something free

Europe’s boycott to the United States is real and is being noticed in one of its most profitable sectors: tourism

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David Pereira is 53 years old, Reside in France And like others thousands Millions of Europeans have been raised under the influence of the US culture. The songs he listened to, the series he saw as a child, the films they threw in the cinema of his city or the cars he dreamed of driving: all ‘made in use’. Hence, when Pereira saw enough money, he decided to make his bags and meet the country in person. And he has done it conscientiously. He has been there almost a dozen times. Two years ago the national parks of the west coast was toured. His idea was to return this summer with his family to Yellowstone. But after two months of Trump administration, Pereira has changed plans. A few days ago I recognized To the CNN that has decided, in conscience, to cancel the trip. Your case connects with A trend which begins to be received in the powerful US tourism industry. A percentage: 17%. That the change of harmony between the US and Europe is taking its toll on American tourism is not a novelty. Weeks ago than the sector emits signals In that direction. And from both banks of the Atlantic. In Europe there are agencies that They find a loss of interest In the US. And on the other side of the ocean there are organisms that They start talking of a puncture in the demand. The clearest track of what is happening, especially in the flow of Europe-Use tourists, it gave it however Financial Times (Ft) a few days ago in An article with A holder that leaves little margin to interpretations: “European tourists cancel their trips to the US for Trump’s policies.” What are they based on? Basically in A percentage: according to international trade administration data (Itafor its acronym in English) visitors from Western Europe who spent at least one night in the US over March 17% collapsed with respect to 2024. It is a considerable fact. Especially if the relevance of the tourism industry is taken into account as an economic engine: represents about 2.5% of the country’s GDP. Click on the image to go to Tweet. Are there more indicators? Yes. Trump does not have not been at the head of the White House for three months, so there is still a perspective, but throughout the last weeks they have been published figures and testimonies that suggest that something is changing in US tourism. And not for good. FT He has prepared graphics They show that the flow of travelers with destiny has collapsed from Austria, United Kingdom, Switzerland, Germany, Norway or Spain, sometimes with setbacks that exceed 20%. There is also a puncture on the flights of different regions. “Something is happening”. In general Ita has found that in March they traveled to the US 12% less of foreign visitors who during the same month of 2024. And that the percentage excludes the arrivals from the residents of Canada and Mexico, two markets that do not seem to look with too much enthusiasm American tourist destinations. You have to go back to 2021, when the sector still suffered the pandemic hangover, to find a more dire March. Probably in that percentage has influenced the fact that last year Holy Week fell in March and in 2025 it will do so in April, but the sector acknowledges that there is a background trend that goes much further. “It is clear that something is happening … and it is a reaction to Trump”, Recognize Tourism Economics. Fall of reservations. They are not the only ones to point in that direction. In early April the French hotel group Accor SA, behind several brands and highlighted accommodations in the USA, confessed to Bloomberg TV that European reserves to visit this summer the country of bars and stars have collapsed 25%. Simply, tourists seem to opt for Canada, South America or Egypt. In Spain the Confederation of Travel Agencies (CEAV) also recognized A few days ago that perceives a loss of attractiveness of the US for tourists. With those data as a backdrop, Tourism Economics He has rethink down its forecasts this year for the US sector. If in February it foresee a fall of around 5%, that percentage has worsened until 9.4%already around. The French Voyageurs Du Monde has also recognized the CNN chain that since Trump’s investiture the reserves to the US have fallen by 20%. But … why? “It is probably anxious to enter an unknown territory,” He reflected the executive director of Accor when talking about the trend with Bloomberg. The truth is that the change in tendency in the sector coincides with a complex geopolitical framework: the distancing Between Washington and Brussels after Trump’s return to the White House, the escalation in the Commercial Warthe recession drumsthe speech about the European rear and, in Paul English opinionKayak co -founder, a change in the reputational image of the US. Throughout the last months several European countries They have updated Their recommendations for travelers who move to the US or have shown concern about changes in migratory and border control policies, including guidelines that affect trans people. Denmark ha issued an alert and in Spain exterior has updated Its guidelines. In the US attraction they also influence The news about arrests at the borders. Beyond Europe. The phenomenon goes beyond Europe. China He has issued Warnings on the “deterioration of economic and commercial relations” with the US and warns its citizens: “completely evaluate the risks of traveling to the US and travel with caution.” In Canada the Statistics Office registered in February A 23% drop on car trips to the US. In air traffic the descent was somewhat lower, but also stood at 13%. Those percentages and those of Ita coincide with another phenomenon that has been found for months, especially in Europe and Canada: The boycott of USA products in favor of domestic goods and services or other countries. In fact there … Read more

Put solar panels in space has never been profitable, but there is something that motivates the current interest: its military use

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The old idea of ​​collecting energy from the sun from space to transmit it uninterrupted to Earth has always collided with the huge costs and technological barriers that have prevented their deployment. Until now. A global interest. Governments and companies around the world seem to have a renewed interest in space solar energy. The drastic drop in launch costs, thanks to the emergence of reusable rockets such as Spacex, could have cleared the main economic obstacle from the equation. The necessary technology has also matured in parallel: solar panels are lighter and more efficient, and wireless energy transmission (microwave or laser) is more advanced. The same with robotics, which will be necessary to assemble the stations in orbit. The military factor. As with any renewable project, the energy transition and emission commitments are the engine of this new effort. But behind the recent interests of the Chinese government or the pentagon there is something else: the military potential of space solar energy. “The military utility of transmitting energy to land, aerial or maritime units is obvious,” He said to Spacenews Darpa’s tactical technology project manager Paul Jaffe. Transporting fuel to remote places with tank airplanes can be a usual practice, but “it is not a practical way to bring energy where we need it for defense purposes.” In addition to DARPA, who has conversations with space solar energy startups and invests in the development of long -distance wireless energy transmission, the United States Air Force and Navy are also in garlic. Pentagon projects. The Air Force Research Laboratory (AFR) actively develops space solar technology through its “Space Solar Incremental Demonstrations and Research” program. Its flagship mission “Arachne” will prove in orbit a sandwich panel that converts sunlight into radiofrequency energy to transmit it to a terrestrial receptor. Led by Northrop Grumman, it is scheduled for this year with the explicit objective of providing energy to the forces and reducing the dependence of fuel convoys, which are more vulnerable. For its part, the Naval Research Laboratory (NRL) integrated a module called PRAM into the X-37B secret space plane to prove the conversion of solar energy to microwave. Now the project is part of the space force. What can we expect. Military interest is an important catalyst, and possibly one of the motivations behind the gigantic project of the Chinese Academy of Space Technology (CASC), which will display its first satellites in low orbit by 2028 and in geostationary orbit for 2030. But in the coming years we will also see all kinds of commercial and space agencies, including the European Space Agency with its Solaris initiative, which focuses on viability studies. Despite these progress, the challenges are still considerable. The two major doubts are profitability, in the case of commercial efforts, which will compete with the renewable energies deployed on land, increasingly profitable despite their intermittency. And security, which depends on the fact that you are issued at distances of hundreds or tens of thousands of kilometers are very precise. Maybe let’s see some “fried” birds along the way.

It already exceeds 8,000 million in income and manages to be profitable

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Amazon managed Your corporate blog. That is 13% more than the previous year, marking a new record since its arrival in the country in 2010. But the most notable is the turn in its profitability. The Spanish subsidiaries 36 million losses in 2023 were passed to 1.5 million benefits. Its main logistics division, Amazon Spain Fulfillment, multiplied by ten its benefit to 19.2 million, while Amazon Road Transport quintupled it to 10.45 million. This growth is mainly driven by its holy Trinity: Online store. Cloud services. Digital advertising. Why is it important. The technological giant has established itself as one of the ten largest employers in Spain with 28,000 permanent workers, being the company that has created the most stable employment in the last five years. Its total fiscal contribution exceeded 1.3 billion euros, distributed among more than 400 million in direct taxes (mainly social security and companies tax) and more than 900 million in indirect taxes (VAT and withholdings). The panoramic. The company has invested 4,500 million in Spain during 2024, 32% more than the previous year, with special focus on logistics infrastructure and data centers. Amazon has 40 logistics facilities throughout the country and has announced an investment of 15.7 billion to expand its Cloud region in Aragon. Its template reached 28,000 employees, adding 3,000 positions for 2024. Yes, but. Although Amazon speaks of a fiscal contribution of 1,300 million, its taxation for benefits in Spain is still completely broken down. The company emphasizes that it paid more than 400 million in direct taxes, but this figure mainly includes contributions to social security and other taxes, without specifying how strictly corresponds to the Corporation Tax. In detail. The greatest growth occurred in its technological areas: the Data Services subsidiary increased income by 60%, and the audiovisual division, 55.7%. Amazon Data Services, which manages data centers, received an injection of 500 million to expand its infrastructure in Aragon. Amazon Digital Spain, responsible for Prime videohe invoiced 312 million, almost doubleing his benefit. Amazon Online Spain, dedicated to advertising, multiplied its benefit for ten to 6.3 million. And now what. Amazon still does not reveal the specific income of your online store and AWS In Spain, when operating these areas through luxembourg branches. It is estimated that these operations generate about 4,650 million euros in Spain, approximately 58% of the total business, but its results do not break down with the same transparency as the subsidiaries constituted in the country. Outstanding image | Adrian Sulyok (UNSPLASH) In Xataka | I have downloaded all my Amazon data and I have learned a lesson: it is too easy to buy online

Your servers for AI are not profitable enough

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HP’s split business division, Hewlett Packard Enterprise, has published its Financial results From the first quarter of the year and the conclusions confirm that it is not going through its best financial moment, which forces the technological to apply a cost adjustment plan to compensate for the fall in income. This translates into the dismissal of up to 5% of global employees, of an estimated staff in more than 61,000 workers, according to the company in its Last annual report. Not enough money enters. Hewlett Pckard Enterprise (HPE) registered sales of sales of 7,854 million dollars in its first fiscal quarter of 2025, exceeding expectations that project 7,810 million dollars. This represents a growth of 16% year -on -year in total quarterly sales, which represents a net profit of 538 million dollars. However, growth forecasts have not been expected and forecasts point to the need to activate a shock plan to reduce structural costs, given the expectation that the benefits fall even more in the second quarter of the year. 2,500 less employees. One of the first decisions announced by the company has been the application of a reduction of personnel that would affect some 2,500 employees around the world. The measure is part of the adjustment plan that the technology plans to apply from now until the fiscal year of 2026. The objective of the adjustment plan on its workforce is to save 350 million dollars until 2027, according to confirmed A spokesman a CNBC. The company has not yet pronounced on which departments and countries will be affected by the dismissals of personnel. The servers are not sold. Part of the responsibility in the company’s loss of revenue falls on the server market. According to published ExpansionAntonio Neri, CEO of HPE, attributed these forecasts downward to the difficulties facing their server segment. “The problems in the unit of servers that caused lower profits were present both in traditional teams and in artificial intelligence,” confirmed to Bloomberg Antonio Neri, CEO of HPE. The AI ​​leaves little margin. The rise of The demand has fired of powerful servers, but its little margin of benefits makes it a complicated segment, which is aggravated by the increase in the cost of the chips for Nvidia. According to Hewlett Packard Enterprise CEO, among the main challenges for the next quarter is the increase in operating costs, the accumulation of inventory, the need to offer discounts to boost servers sales. During the first fiscal quarter, the HPE AI systems They registered revenues of 900 million dollars, well below the 1.5 billion dollars signed by the previous quarter. In Xataka | Zuckerberg dismissed 5% of the goal template “for low performance”. His former employees say there is another reason Image | Wikimedia Commons (Tony Webster)

2024 was his first year being profitable in full reinvention of his model

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Spotify has closed 2024 with a historic milestone: It has been his first full year of benefitsafter years of funambulism between some green shoots in idem and quarters chained in red. And he has done it while diversifying beyond music. Why is it important. The company has not only closed its first year in positive: it has also shown that it can be profitable without sacrificing growth, right now that Wall Street demands results to technological ones and is not made up of future promises. In figures: 675 million monthly active users (+12 % year -on -year). Gross margin of 32.2% (its record). 477 million euros of operational benefit. 10,000 million dollars paid to the music industry (60,000 since it began operating). The context. Spotify has been transforming silently but radically. It is no longer just a music platform in streaming And it will hardly be. In your catalog there are also … 6.5 million podcasts. 330,000 VideoPodcasts. 350,000 audiobooks. In fact, according to the company, 270 million of its users have consumed video content. This type of content is the great opportunity that Spotify has had for the user to continue using the app, but consuming content that does not require payment of Royalties. It is his perfect play: that the user continues in the app but without costing the company so much. Let’s add to that Your commitment to advertising. He is going well. Between the lines. The strategy goes beyond audio. Spotify is building a complete ecosystem for content creators, similar to the YouTube model. And in the presentation of these results they have checked their model: 70% of eligible programs already participate in their program of Partners. The number of video creators grows more than 50% year -on -year. The aforementioned diversification reduces the dependence of records. The next. The issue is now if Spotify will be able to maintain this profitability in the coming years, and especially if he will be able to do it with such an aggressive competition to retain our view and ears on their platforms. Tiktok, Apple or An intractable youtube with the new podcasting. Daniel EK, CEO and founder, points to a more ambitious vision: “We will continue to bet on initiatives that generate a long -term impact.” Reading between the lines, the current profitability can only be the first step of a deeper metamorphosis of your business. Outstanding image | Xataka with Mockuuuups Studio In Xataka | The great surprise of the Pódcast is not that people are listening to them. Is that he is seeing them

an olive oil so cheap that it is no longer profitable for farmers

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Between to Huelma’s Sales, in the heart of the province of Granada, there is a cooperative that groups 1,600 olive producers from the nearby regions. It is only necessary look at its facilities To check the real state of the Andalusian olive: they work 24 hours a day and will triple the triple olive that last year. And, paradoxically, this can become a problem. Problem? How will that be a problem? It is true that consumers fall in oil price is somewhat full of advantages. However, everything has a limit. Specifically, the one that sets the fixed costs. From a certain price, farmers lose money: move to the crews, manage the olive, transport it … It entails putting more money than they can enter. How much money are we talking about? And that limit (historically, for the traditional dry land olive tree, is around four euros) is about to be reached. Faced with the nine euros to which the liter quoted at this point in last campaign, the price is already around To that red line. Is this situation normal? In the oil, we have been very bad for years; But this same season we have seen how something very similar happened with The lemons, The almonds either bananas. We have also seen that the wine faces a similar dilemma. If the production does not conform to demand, the problems appear. And it doesn’t matter whether it is on the one hand or another. And what will happen to the price? This is a great unknown, the truth. The big marketers have been accumulating losses for years and this good campaign is an opportunity to clean up their accounts. That means as they defended since Deoleo last campaignthat we are not going to see minimum prices in supermarkets. On the contrary, the actors in the sector maneuver to stop the fall of retail prices. However, market asymmetry in origin causes serious problems To the thousands of producers in Spain emptied. And it is not a futuristic. “There have been times when the liter of extra virgin has fallen to 3.5 euros, which means that in other lower categories it is in three and this is very worrying because the volume of the current harvest does not justify this decrease so pronounced “, The Director of Agrifood Cooperatives Granada explained in Ideal. What can we expect? If the fall in prices at origin does not stop, this can be the lace of the change of productive model that It has been planning for years About the Spanish olive grove. The truth is that the dry dry costs has much larger costs than The irrigation or the Superintensive. After several years with financial problems we can see how many drying farms have to close this due to blockbusters and low prices. That would be many things: a drama for many areas of the country, a substantial improvement in field productivity and huge environmental tensions. Every day that passes, the oil culture has a more uncertain future. Image | EMRE | Emiliano García Page In Xataka | The worst scenario for olive oil has come true: Spain walks towards a black year

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