Apple’s underlying ecosystem strength has been gaining momentum for years - it’s just been masked by people holding on to their iPhones for longer before upgrading. In episode 172, Neil quantifies how much Apple’s ecosystem is growing. Additional topics include the problem found with using overall revenue trends to analyze Apple growth, the Apple Services myth, and why non-iPhone revenue growth matters so much.

Receive Neil’s analysis and perspective on Apple throughout the week via exclusive daily updates (2-3 stories per day, 10-12 stories per week). Available to Above Avalon members. To sign up and for more information on membership, visit AboveAvalon.com/membership.

Links:

Apple’s Ecosystem Growth Is Accelerating

Above Avalon Episode 170: Pulling Away From the Competition

Above Avalon Episode 171: The Apple Ecosystem

Above Avalon Membership info page (signup forms, sample daily updates, list of member privileges and benefits, answers to frequently asked questions)

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The complete Above Avalon Podcast episode archive (172 episodes) is available here.

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Neil Cybart (host/producer)

Above Avalon

The Above Avalon Podcast

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Apple’s ability to grab monopoly-like share of industry profits isn’t a result of there being an Apple Tax. Rather, it's a byproduct of Apple following a design-led product strategy that ultimately marginalizes industries. In episode 160, Neil discusses the theory behind the “Apple Tax,” Apple’s pricing strategy, and why the days of there being an Apple Tax ended years ago. Additional topics include Apple gross margin trends, two major implications associated with Apple’s pricing strategy, and a few narrative violations found with Apple’s revenue and gross profit optimization playbook. Receive Neil’s analysis and perspective on Apple throughout the week via exclusive daily updates (2-3 stories per day, 10-12 stories per week). Available to Above Avalon members. To sign up and for more information on membership, visit AboveAvalon.com/membership.

Links:

The “Apple Tax” Died Years Ago

Why Apple Products Are So Expensive (Business Insider Video)

Above Avalon membership page

Above Avalon Daily Updates (full list of story topics)

Above Avalon Gifts (Various gifting options are available for the 2019 holiday season)

Subscribe:

Apple Podcasts

Overcast

RSS (for your favorite podcast player)

The complete Above Avalon Podcast episode archive (160 episodes) is available here.

Follow on Twitter