Apple's latest growth story is driven by three drivers: iPhone, Services, and Wearables. In episode 131, we discuss these three growth drivers to see how they are not created equal. After going over the factors fueling Apple's growth drivers, we spend time discussing how Apple's growth story may change in the near term. The episode concludes with a big picture overview of why Apple's long-term growth story won't just be about Services. Receive my analysis and perspective on Apple throughout the week by becoming an Above Avalon member and receiving exclusive daily updates. To become a member, visit AboveAvalon.com/membership.
Apple's Growth Story (weekly article)
Episode 126: Let's Talk Apple Services (podcast)
iPhone Installed and User Base Estimates (daily update)
Apple Watch Installed and User Base Estimates (daily update)
RSS (for your favorite podcast player)
The complete Above Avalon Podcast episode archive (131 episodes) is available here.
Neil Cybart (host/producer)