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This doesn't make any sense and isn't backed by any evidence. Software purchased for either phone platform is entirely device independent. Why would longer hard

This doesn't make any sense and isn't backed by any evidence. Software purchased for either phone platform is entirely device independent. Why would longer hardware purchase cycles impact software sales either way? I don't think there is any correlation here at all. Analysts aren't making this up. Apple's financials have been stagnant because they can't get people excited about new devices. It's not unique to Apple either, new smartphones just aren't that interesting anymore.

zepto 8y ago
Apple’s financials aren’t stagnant. They have been growing until this quarter and have taken a hit because of the Chinese economy. It may be peak iPhone nonetheless, which is why extending device life is strategic. Their services income is growing year over year. They have multiple line of adjunct devices that are growing year over year. I said nothing about software sales. New services mean delivering software. The more clients you can address, the better. Do a few google searches to confirm these statements. Everything I’ve said here is fact. I’m sorry this doesn’t make sense to you.
chillacy 8y ago
A lot of the apple services are iOS only or better integrated on iOS, like iCloud, Apple Music, app subscriptions, etc. That said apple's service revenue is minuscule compared to device sale revenue.
b1daly 8y ago
Apple devices do have relatively long useful life. My main workstation is a 2009 Mac Pro that I’ve maxed out, and it remains a highly performant machine. Our household has a long tail of Apple products, that get passed down, or put to different uses. This is hugely important for Apple business strategy. Not only does it please the customer to have well made, long lasting hardware, it cements the “ecosystem” into a much more embedded place in the lives of users. Apple has competive advantages and disadvantages, but it absolutely must maintain customer loyalty. To even break out service revenue is a little uniformative, because the feedback loops they get from having a tightly integrated system are huge. Apple has struggled with the online platform aspect of its business, compared to Google, Amazon, etc...but even if it’s not a market leader, if they can get a “good enough “ product that prevents users from leaving the ecosystem that is huge. A paradigm example is Apple Maps which was a source of embarrassment for a while. Going up against Google in this space seems insane. But they finally got it good enough that my guess is vast majority of iPhone users use Apple Maps, not Google. Ideally, Apple wants to prevent as many people as possible from having to get a google account as they can!

zepto 8y ago

Apple’s financials aren’t stagnant. They have been growing until this quarter and have taken a hit because of the Chinese economy. It may be peak iPhone nonetheless, which is why extending device life is strategic. Their services income is growing year over year. They have multiple line of adjunct devices that are growing year over year. I said nothing about software sales. New services mean delivering software. The more clients you can address, the better. Do a few google searches to confirm these statements. Everything I’ve said here is fact. I’m sorry this doesn’t make sense to you.

chillacy 8y ago

A lot of the apple services are iOS only or better integrated on iOS, like iCloud, Apple Music, app subscriptions, etc. That said apple's service revenue is minuscule compared to device sale revenue.

b1daly 8y ago

Apple devices do have relatively long useful life. My main workstation is a 2009 Mac Pro that I’ve maxed out, and it remains a highly performant machine. Our household has a long tail of Apple products, that get passed down, or put to different uses. This is hugely important for Apple business strategy. Not only does it please the customer to have well made, long lasting hardware, it cements the “ecosystem” into a much more embedded place in the lives of users. Apple has competive advantages and disadvantages, but it absolutely must maintain customer loyalty. To even break out service revenue is a little uniformative, because the feedback loops they get from having a tightly integrated system are huge. Apple has struggled with the online platform aspect of its business, compared to Google, Amazon, etc...but even if it’s not a market leader, if they can get a “good enough “ product that prevents users from leaving the ecosystem that is huge. A paradigm example is Apple Maps which was a source of embarrassment for a while. Going up against Google in this space seems insane. But they finally got it good enough that my guess is vast majority of iPhone users use Apple Maps, not Google. Ideally, Apple wants to prevent as many people as possible from having to get a google account as they can!