Demystifying Apple Services, Apple Services and Hardware Dependency, Estimating Apple's Paid Subscription Mix

Today's Above Avalon daily update includes the following topics: 

  • Demystifying Apple Services
  • Apple Services and Hardware Dependency
  • Estimating Apple's Paid Subscription Mix

Today's email is dedicated to Apple Services. In particular, we go over the math and methodology behind my Apple Services revenue driver estimates. The discussion also goes over the implications found with Apple Services being dependent on Apple hardware. We conclude things by going over my estimates for the makeup of Apple's 270 million paid subscriptions. 

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