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Apple's next move (and how its business model changes)

0:59Marco Montemagno · podcast RSS

Montemagno starts from the iPhone’s contribution to Apple’s revenue and asks whether another product will reshape the market in the same way. He then refers to Jean-Louis Gassée’s analysis of a growing focus on services, contrasting it with waiting for the next major device. Advertising, financial services and support are the examples he cites. Revenue figures and product speculation reflect the 2022 context rather than an update on the company’s current strategy.

Business

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What is discussed

AskMonty AI editorial noteSource consulted:

Montemagno starts from the iPhone’s contribution to Apple’s revenue and asks whether another product will reshape the market in the same way. He then refers to Jean-Louis Gassée’s analysis of a growing focus on services, contrasting it with waiting for the next major device. Advertising, financial services and support are the examples he cites. Revenue figures and product speculation reflect the 2022 context rather than an update on the company’s current strategy.

Key points

  • The recording contrasts searching for a new product with growth in services.
  • The financial references and speculation are historical.
Open the source: La prossima mossa di Apple (e come cambia il suo modello di Business)

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