Above Avalon Episode 172: Hidden Acceleration

Apple’s underlying ecosystem strength has been gaining momentum for years - it’s just been masked by people holding on to their iPhones for longer before upgrading. In episode 172, Neil quantifies how much Apple’s ecosystem is growing. Additional topics include the problem found with using overall revenue trends to analyze Apple growth, the Apple Services myth, and why non-iPhone revenue growth matters so much. Receive Neil’s analysis and perspective on Apple throughout the week via exclusive daily updates (2-3 stories per day, 10-12 stories per week). Available to Above Avalon members. To sign up and for more information on membership, visit AboveAvalon.com/membership.

You can listen to Above Avalon Episode 172: Hidden Acceleration online on Radio and Podcast. Open the player on this page to stream the available audio.

Above Avalon Episode 172: Hidden Acceleration is an episode from Above Avalon by Neil Cybart.

This episode is 25:23 long.

This episode was published on Aug 15, 2020.

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