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True, but I don't think buybacks are likely to be scaled sufficiently to solve the "problem." Apple, maybe. They do have a dividend paying history and they don't like to spread.

The Alphabet & FB buybacks represent about 5% of those companies' cash reserves... not enough to change anything. Apple have $200bn, though I'm not sure if this is net or gross of the buyback.

I think of these buybacks more as supporting evidence to what I said previously. There is a hell of a lot of "what are you going to do with all this cash" pressure on these companies.

That said $77bn (I've seen $90bn reported) is a truly stupendous sum. Has there ever been a buyback at this scale?




Apple does the largest buyback in the equity markets. Their derivative-based ASR is larger than the entire buyback program of many major companies.

https://s2.q4cdn.com/470004039/files/doc_financials/2021/q2/...

At $77B, that buyback program amounts to a $300m bid for Apple stock every trading day....much to the delight of executives whose compensation is tied to share price performance.

https://www.cnbc.com/2020/09/29/apple-ceo-tim-cook-receives-...




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