Apple has reached a level of ecosystem strength that still hasn’t been fully digested by the marketplace. In episode 148, we discuss Apple’s ecosystem ahead of the company’s developers conference. Additional topics include how I estimated the total number of Apple users, various revenue per user figures for different parts of Apple’s user base, the difference between Apple in 2019 and the 1990s, and how wearables represent one of Apple’s key growth opportunities. 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 Billion Users (weekly article)
The Grand Unified Theory of Apple Products (weekly article)
Estimating iPhone, iPad, and Mac Installed Bases (daily update)
Above Avalon membership page (info, sign-up forms, and FAQ)
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The complete Above Avalon Podcast episode archive (148 episodes) is available here.
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Neil Cybart (host/producer)