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Above Avalon Episode 172: Hidden Acceleration
Manage episode 269681615 series 1305710
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)
Subscribe:
RSS (for your favorite podcast player)
The complete Above Avalon Podcast episode archive (172 episodes) is available here.
Follow on Twitter:
Neil Cybart (host/producer)
100 episodes
Manage episode 269681615 series 1305710
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)
Subscribe:
RSS (for your favorite podcast player)
The complete Above Avalon Podcast episode archive (172 episodes) is available here.
Follow on Twitter:
Neil Cybart (host/producer)
100 episodes
All episodes
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