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Topic: Services

Bullish 2020 predicted for Apple with Services growth accelerating

09/11/2019, 11:09 am

Apple is set to have a bullish 2020, Morgan Stanley claims the day after the launch of the 2019 iPhone models, with the aggressive pricing of Apple Arcade and Apple TV+ forming part of Apple's strategy to accelerate its Services revenue growth into next year.

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Editorial: How long before we get a $100 'Everything Apple' subscription including an iPhone?

09/11/2019, 10:09 am

Apple's moves this week regarding Apple TV+ and, more quietly, AppleCare+, suddenly make sense if you suspect the company is heading toward offering us a single all-in subscription package.

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Editorial: CNBC is still serving up some really bad hot takes on Apple

08/27/2019, 06:08 am

On Monday, CNBC compiled the confused thoughts of a Wedbush Securities analyst who doesn't seem to have any grasp on reality whatsoever when it comes to the future -- or even present -- of Apple.

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Editorial: A record $4.3B R&D spend proves Apple is building for the future

08/06/2019, 10:08 am

Apple's reported operational expenses for research and development in the June quarter hit a new all-time high of $4.257 billion, well over twice the quarterly spending it reported in 2015. Apple's aggressive expansion demonstrates the company is building for the future even as its rivals retreat from tablets and smartwatches and fail to keep pace with Apple's aggressive OS updates and custom silicon work.

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Editorial: No, Apple isn't in a post-iPhone era, and won't be anytime soon

08/01/2019, 12:08 pm

You can prove anything with statistics, and sometimes it's obvious why you'd try. After Apple made it's usual everything-is-great financial call this week, talking heads are dramatically pointing out that for the first time in seven years, the iPhone accounted for less than 50% of Apple's revenue.

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Editorial: Apple's Q319 earnings destroy a mountain of fake data and false reporting

07/31/2019, 09:07 am

Apple's continuing performance as a market-responsive, commercially savvy innovator is destroying feebleminded media narratives that seek to portray the company as helpless and befuddled. It also demonstrates that the real incompetence lies in bad reporting by sloppy journalists seeking to deliver titillating headlines rather than accurate, factual portrayals of the industry.

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Apple's Services including Apple TV up 13% to $11.5B

07/30/2019, 05:07 pm

Revenues from Services earned double-digit growth' across the world, according to figures released by Apple during its July earnings call with investors and analysts.

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Apple Services can't help cover at-risk App Store fee, says Macquarie

07/23/2019, 10:07 am

Apple's Services arm is set to go under a number of changes that could apply pressure to the company, Macquarie suggests in its pre-Apple results report, with concern over App Store commission revenue from in-app purchases not able to be offset by the iPhone maker's newest subscriptions for the moment.

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Apple's China issues 'overblown,' Services underrated notes JP Morgan

06/17/2019, 07:06 am

Investor concerns about Apple's fortunes in China are "somewhat overblown," analysts from JP Morgan suggest, with shareholders also accused of failing to see the potential revenue generation of Apple's Services arm.

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Editorial: Can Apple News+ kill 'fake news' and save journalism?

05/12/2019, 11:05 am

Apple's News+ subscription service threatens to kill the open web's surveillance advertising clickbait model of fake news engagement to save journalism. Why would Apple want or care to do that? Here's a look.

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Editorial: Can Apple Arcade level up gaming on Macs and Apple TV?

05/08/2019, 06:05 am

Video games have long been literally the center of attention in the App Store, so Apple's prospects for finding Arcade subscribers among its installed base of over 1 billion iOS devices is pretty straightforward. But can Apple Arcade spread the wealth of iOS' developer attention to its other platforms, meaningfully driving new interest in gaming on Macs and Apple TV? Here's a look at the future of macOS and tvOS games.

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Editorial: The new Services - Can Apple Arcade fuel iPhone growth in a slowing smartphone market?

05/06/2019, 06:05 am

Apple Arcade and related Services are intended to fuel sales of new hardware by attracting new customers and prompting upgrades. But is it realistic to expect that Apple can drive sales growth for iPhone as overall smartphone growth stalls or even contracts globally? Pundits like to say that iPhone "is over" and that Apple has to run out and discover a new hit product. But they're wrong, here's why.

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Editorial: The new Services - How will Apple Arcade's exclusivity, privacy affect Android & Google Play?

05/04/2019, 10:05 am

Apple has built a very strong position in mobile gaming in its iOS App Store. With Apple Arcade, it is working to create a new pipeline of fun, original, attractive, exclusive games, without ads and where privacy is protected. How will this impact Android and Google Play?

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Editorial: The new Services - Apple Arcade plays to win, but what game?

05/03/2019, 11:05 am

All of Apple's recently unveiled Services and most of its existing Services business are essentially software --- useful applications of hardware that help drive hardware purchases in addition to generating revenue on their own. Take a look at what these strategic new Services actually mean for Apple and its installed user base, starting with Apple Arcade.

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Analysts positive on Apple's results, seeing signs of iPhone demand recovery

05/01/2019, 09:05 am

Analysts are weighing in on Apple's quarterly financial results the morning after its release, with generally favorable impressions of iPhone shipments better than anticipated and the growth of Services.

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Editorial: Apple's super obvious secret -- Services is software

05/01/2019, 08:05 am

Over the past few years, Apple has increasingly directed analysts' attention to its growing revenues from a segment it calls Services. However, it's common to hear even Apple's happiest of customers frown at the idea, which is often cynically portrayed as an effort by the company to wring even more money from its premium hardware buyers. But the reality is that Services are largely software-- and Software Sells Systems.

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Struggling iPhone sales & muted Services predicted for Apple's earnings

04/26/2019, 07:04 am

Analysts at Cowen have cast doubt on the possibility a return to form for iPhone shipments will take place in this quarter, as well as for the foreseeable future, and while Services will provide a reliable high point in Apple's upcoming financial results, it may not be as much of a highlight as investors may think.

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Skeptical investors undervaluing Apple's services, Morgan Stanley raises AAPL to $234

04/24/2019, 11:04 am

Investors consistently undervalue Apple's Services, and iPhone sales are strong, which has led Morgan Stanley to raise the target price for Apple stock to $234.

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US survey reveals iPhone XR most popular model, middling Services uptake

04/24/2019, 10:04 am

The iPhone XR was the most popular iPhone model sold in the United States for the quarter ending March 2019, a survey has revealed, while the company's move towards pushing services apparently has quite a way to go before iTunes, Apple Music, and others are actively being used by the majority of iPhone owners.

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Apple spends more than $30M per month on Amazon Web Services

04/22/2019, 10:04 am

Apple is one of the biggest customers of Amazon Web Services, it has been revealed, with the iPhone maker allegedly spending in excess of $30 million per month in order to enable services like iCloud to function reliably and at scale via the retailer's network of servers.

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