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"More generally, we're seeing a transition in their financials away from hardware dependence." Nonsense. They make 72% of their revenue from hardware, and with
by greedo 6mo 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.
- JKCalhoun 6mo agoYes, but their hardware growth might have "ceilinged", services is likely where future growth will be.
- greedo 6mo agoServices 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.