2/ Apple should really be viewed as an "internet" company (not hardware)
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1/ New Post: A different way to look at @Apple in 2020 https://anuhariharan.substack.com/p/a-different-way-to-think-about-apple … with @ndardenn and @tiffanyk
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3/ Revenue per active user will become the key metric as the next act for Apple is to provide value to its user base via software and services through the iOS ecosystem
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4/ Even wearables should be judged by their true value to Apple: how effectively they lock customers into iOS and the Apple ecosystem (“attach rates”), and ultimately their incremental contribution to the “revenue per active user”
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5/App Store, Subscriptions and Payments will be the big drivers of services longer term
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6/Apple’s most under-appreciated assets are their payment products.But the Apple Card + Apple Pay combination is a prime example of how technology will transform financial services and should not be overlooked
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7/ To sum it up: Can Apple finally go mainstream? We think it has a much better chance today.
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Not a single mention of podcasts
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Well it really is part of subscriptions in my opinion (entertainment) - both video and audio!
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Čini se da učitavanje traje već neko vrijeme.
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