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> They won. They won, in america... for now. They have (a) a global business with other nations less inclined to side with them and (b) a likely chance of legi
by vineyardmike 5y ago
> They won.
They won, in america... for now. They have (a) a global business with other nations less inclined to side with them and (b) a likely chance of legislature targeted at them. The odds of a future decline in margins of the app store seem high. New laws in Korea and Japan are going to slowly erode the edges, and allow businesses to tests alternatives. The Epic trial may now allow link-out to payments with latest court docs. And EU is a big market that could easily turn against them with new laws.
> Through new devices
The best new devices can do now is replace existing ones people own, most people who want and can afford apple devices own them. New product catagories are a few years away.
> And most importantly through Services
Like the service they just launched, targeted at enterprise?
> You should look at Apples balance sheet. Far more diversified than most people realise.
I do financial analysis, and attend their earnings calls. You're right, it is very diverse, but the non-services revenues don't seem poised to see strong growth in next few years unless they launch a new (and successful) product category.