3 ms·

But most apple services really work only/ best on apple devices. If they're selling fewer phones, its less itunes/imusic/icloud revenue.

jklinger410 8y ago
Yes, I agree completely. Their services are all tied to their hardware. It's not the same as other services companies.
berberous 8y ago
I think they are generally selling fewer phones because people are sticking to their iPhone 6 or 7 rather than switch to a $1500 XS. They are not switching to Android.
askafriend 8y ago
What you're suggesting isn't really a problem. Here's what I posted elsewhere in this thread that addresses it: "The actual product is the Apple ecosystem and that's the bet Apple is making. Right now, the ecosystem is tied together by iOS whose most popular incarnation is iPhone. But iOS was so successful that it has an install base of over 1 billion users. That's nothing less than an incredible user-base - a hell of a foundation. If they can sustain that install base with iterative iPhones while strengthening their ecosystem through value-add products like Apple Watch, AirPods, HomePod and Apple Music, then they have potentially many cash cows with dramatically high ceilings and reach. This is a good bet for them because it plays to their strengths and they've earned incredibly loyal customers over the years. iPhone may not be the future of Apple, but it is the core from which many futures will emerge. It'll still be a critical product for Apple, but no longer a key top-line growth driver. And that's OK, that's how innovation cycles go. iPhone made it possible for them to start on 3rd base for the next cycle."
londons_explore 8y ago
iTunes/iMessage/iCloud will all become available on Android if it looks like the iOS platform is failing.
- scarface74 8y ago
  Apple Music is already available for Android.
scarface74 8y ago
Selling fewer phones doesn’t have any effect on the installed base if people are keeping phones longer.

jklinger410 8y ago

Yes, I agree completely. Their services are all tied to their hardware. It's not the same as other services companies.

berberous 8y ago

I think they are generally selling fewer phones because people are sticking to their iPhone 6 or 7 rather than switch to a $1500 XS. They are not switching to Android.

askafriend 8y ago

What you're suggesting isn't really a problem. Here's what I posted elsewhere in this thread that addresses it: "The actual product is the Apple ecosystem and that's the bet Apple is making. Right now, the ecosystem is tied together by iOS whose most popular incarnation is iPhone. But iOS was so successful that it has an install base of over 1 billion users. That's nothing less than an incredible user-base - a hell of a foundation. If they can sustain that install base with iterative iPhones while strengthening their ecosystem through value-add products like Apple Watch, AirPods, HomePod and Apple Music, then they have potentially many cash cows with dramatically high ceilings and reach. This is a good bet for them because it plays to their strengths and they've earned incredibly loyal customers over the years. iPhone may not be the future of Apple, but it is the core from which many futures will emerge. It'll still be a critical product for Apple, but no longer a key top-line growth driver. And that's OK, that's how innovation cycles go. iPhone made it possible for them to start on 3rd base for the next cycle."

londons_explore 8y ago

iTunes/iMessage/iCloud will all become available on Android if it looks like the iOS platform is failing.

scarface74 8y ago
Apple Music is already available for Android.

scarface74 8y ago

Selling fewer phones doesn’t have any effect on the installed base if people are keeping phones longer.