Comment by greedo
1 day ago
"More generally, we're seeing a transition in their financials away from hardware dependence."
Nonsense. They make 72% of their revenue from hardware, and without those hardware sales, the Services category would be nil.
1 day ago
"More generally, we're seeing a transition in their financials away from hardware dependence."
Nonsense. They make 72% of their revenue from hardware, and without those hardware sales, the Services category would be nil.
Yes, but their hardware growth might have "ceilinged", services is likely where future growth will be.
Services is really just Google's baksheesh plus corrosive game mechanics. Without the hardware, there is no Services. Hence Apple will always be dependent on maintaining a large lead with their devices.