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Topic: Services

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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Apple services & Apple Card 'too late to the game,' HSBC downgrades stock

04/10/2019, 07:04 am

Apple's launches of its streaming video service Apple TV+ and other additions to the company's Services business won't offer as much of a gain as investors think, according to HSBC, with the iPhone maker arriving "too late" to make a major impact in any of the industries it is entering with its new offerings.

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App Store revenue still stable, with Chinese gaming revenue remaining a highlight

04/04/2019, 01:04 pm

The App Store is continuing to be a stable source of Services revenue for Apple, Morgan Stanley analysts claim, with revenue from the digital storefront up 15 percent year-on-year on the back of Chinese gaming revenue, but entertainment-related apps are apparently worth monitoring for a potential downturn.

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Apple services chief Peter Stern described as well-liked, but not interested in solving media industry woes

03/26/2019, 10:03 pm

Apple vice president Peter Stern, who is in charge of rounding up partners for products like Apple News+ and Apple TV+, is reportedly well liked and -- much to the chagrin of media executives -- operates in the best interests of Apple, not publishers.

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AAPL now 'strong buy,' will climb back to $225 in 2019, says Needham

03/21/2019, 08:03 am

Apple's ecosystem is an attractive proposition for investors, Needham analysts claim as the firm upgraded the iPhone maker's stock from a "buy" to a "strong buy" rating, advising it anticipates good results for Apple's Services, Apple Watch, AirPods, and other areas in the future.

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Spotify's App Store complaint, Apple's India approach, and analysts try predicting the future on the AppleInsider podcast

03/15/2019, 08:03 am

This week on the AppleInsider Podcast, Spotify wants to change the App Store rules for everybody. Victor and William break the saga down, and then examine just what Spotify is really trying to achieve.

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Elizabeth Warren confirms Apple is on her big tech breakup list

03/10/2019, 09:03 am

Speaking at SXSW, presidential candidate and Senator Elizabeth Warren explicitly called out Apple's App Store as one example of what would need to be split away from the company to comply with her big tech breakup plan, if Apple wanted to continue to distribute its own apps and services.

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Apple needs blockbuster acquisitions in gaming & video streaming to thrive, claims J.P. Morgan

02/04/2019, 10:02 am

To boost Services revenue, Apple should use its cash hoard to try to buy video streaming giant Netflix or video game publisher Activision despite neither being for sale, says analysts with J.P. Morgan.

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Apple will return to $1 trillion valuation with video & services bundle, says Morgan Stanley

02/04/2019, 09:02 am

Morgan Stanley's Katy Huberty suspects that a comprehensive media bundle including Apple's video offering and a rumored News subscription service will continue to drive Services forward, and return the company to a $1 trillion valuation.

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