services Stories November 20

A judiciary committee in July asked questions surrounding antitrust and competition concerns of big tech. The documentation from those hearings has now been released.

Apple addressed its policies on the App Store, competition in markets where Apple offers first-party apps, disallowing alternative browser engines, among other topics. On the subject of Apple’s role in the repair industry, the company said that the ‘cost of providing repair services has exceeded the revenue generated by repairs’, implying it does not tightly control repairs for financial gain.

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services Stories July 22

CIRP has released a new report today with its estimates for how well each iPhone model sold during Apple’s Q3 (calendar Q2). In addition to the iPhone XR being far and away the most popular iPhone in the US ahead of the upcoming iPhone 11 launch, the firm has data on how well Apple’s Services are doing with iPhone owners.

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services Stories April 30

As expected, Apple’s Services segment was a hot topic during its Q2 2019 earnings call this afternoon. Apple just unveiled four new services last month, and analysts were keen to know how Tim Cook expects each of them to affect their business.

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services Stories April 4

App Store Q1 downloads reportedly drop 5% YoY, first decline since 2015 [U]

Ahead of Apple’s earnings call at the end of the month, new data from Morgan Stanley (via Kif Leswing) today reports that App Store downloads have seen a year-over-year quarterly decline for the first time since 2015. However, the firm does note that App Store revenue has still increased.

services Stories March 12

A couple of weeks before Apple announces its long-awaited streaming video service, a firm of analysts has suggested that 100M subscriptions could be ‘a realistic medium-term goal’ for the company. This compares to the roughly 150M Netflix subscribers.

Wedbush cautions that the number is predicated on Apple bringing on board major content partners, as well as purchasing content owners, as it would take too long to rely solely on creating original content …

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services Stories February 3

As Apple rebounds from its first earnings call predicated with a guidance revision in 16 years, many analysts remain skeptical of the company’s ability to regain its trillion-dollar status. Morgan Stanley analyst Katy Huberty, however, offers a different take, via CNBC

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