Apple Inc Yesterday
Apple Inc November 20
Developers of pro apps have long complained that Apple’s App Store policies are a barrier to them creating iOS versions of popular Mac apps. The launch of the iPad Pro has brought the issue front and center, with a number of developers sharing their thoughts with The Verge.
There are two key issues, they say. First, pro apps are expensive, and users want to satisfy themselves that they are worth the money before they pay. Free trials are the usual way to achieve this with desktop apps, but the App Store doesn’t allow them to offer the same option for iOS apps … expand full story
Apple Inc November 19
The variously-reliable Digitimes reports supply-chain sources as saying that Apple is likely to ship more than 10M Apple Watches by the end of the year, noting that the company is currently seeking a second supplier.
Apple has placed orders for four million Apple Watches for the fourth quarter, targeting mainly demand from the year-end holidays. Sales of Apple Watch are expected to surpass 10 million units in 2015 […]
Apple is to seek another manufacturer aside from Quanta Computer, according to a Chinese-language Apple Daily report …
Apple Inc November 18
A Goldman Sachs investment note argues that Apple has huge potential for generating more recurring revenue, suggesting an opportunity to generate an additional $7.6B a month, reports Business Insider. The company points to the rumored Apple TV subscription service as one future source of monthly revenue.
In a recurring revenue framework, we have constructed an average revenue per user (ARPU) metric that captures the installment plan pricing of the iPhone ($32/month), assumed installment plans for the other hardware products, and services (e.g. Music at $10/mo, TV at $40/mo) …
Apple Inc November 17