"Apple-as-a-Service" Primer, The McLaren Technology Centre

Today's Above Avalon stories: 

  • "Apple-as-a-Service" Primer
  • The McLaren Technology Centre

Today's email includes an "Apple-as-a-Service" Primer, taking a closer look at Goldman Sachs' big AAPL note yesterday and the topic of Apple transitioning to a services company.

There are seven parts:

  • What Happened?
  • Background
  • What did Goldman Sachs say?
  • Apple ARPU Details
  • Peer Comparsion
  • My Reaction
  • Conclusion: Story vs. Strategy

We then have Thursday Q&A and a closer look at the McLaren Technology Centre outside of London. 

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