Valuing Recurring Revenue Streams for the Giants, Where Will Apple Growth Come From?, Thursday Q&A
Today's Above Avalon daily update includes the following stories:
Valuing Recurring Revenue Streams for the Giants
Where Will Apple Growth Come From?
Thursday Q&A
We kick off today’s update with an examination of how recurring revenue plays into the different valuation metrics given to the tech giants (Apple, Microsoft, Amazon, Alphabet, and Facebook). The discussion then turns to focus on Apple’s growth prospects as as I answer where Apple will likely see its revenue growth going forward.
The email concludes with a new installment of Q&A. I answer the following questions from Above Avalon members:
When Apple does ship AR glasses which companies (besides Apple itself) do you think are best positioned to make interesting use of those glasses?
Do you have any opinion on the use of Intercom and Walkie Talkie for Apple Watch?
Do you expect the pandemic to impact the way Apple approaches its retail apparatus?
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