4 ms·

They are transitioning as iPhone sales stabilize. https://www.barrons.com/articles/apple-stock-services-business-iphone-devices-outperform-rating-51590087110 h

• cblconfederate 6y ago
  there's no way they 'll make the premiums they have with software. There isn't even content with such margins.
  • ianai 6y ago
    That’s not a reason to not expand the business.
  • coopsmgoops 6y ago
    Guess they should just do nothing then? Diversity in buisness is important. And Google has a whole pie from which apple can steal a big chunk of. Simply set apple search to be the default on safari and you immediately have a huge chuck of the market.
    • cblconfederate 6y ago
      not in a premium business. in fact diversity may be a bad thing there, as evidenced by the highly limited number of apple computer models. I don't think they want to become the next Samsung
  • hellofunk 6y ago
    It's not just software -- it's services of a wide variety of types. I.e. Apple TV+ is not software. Having your own search engine allows you to integrate with services more tightly and enhance that business.
    • cblconfederate 6y ago
      hm, apple tv=low margin industry, not enough market share to capture an audience, lots of competition etc etc. Not the things apple does the fact that they are not a monopoly is going to be a problem when they enter a highly monopolistic market like search