Above Avalon

Above Avalon Episode 131: Growth Drivers


Listen Later

Apple's latest growth story is driven by three drivers: iPhone, Services, and Wearables. In episode 131, we discuss these three growth drivers to see how they are not created equal. After going over the factors fueling Apple's growth drivers, we spend time discussing how Apple's growth story may change in the near term. The episode concludes with a big picture overview of why Apple's long-term growth story won't just be about Services. Receive my analysis and perspective on Apple throughout the week by becoming an Above Avalon member and receiving exclusive daily updates. To become a member, visit AboveAvalon.com/membership.   

Links:

Apple's Growth Story (weekly article)

Episode 126: Let's Talk Apple Services (podcast)

iPhone Installed and User Base Estimates (daily update)

Apple Watch Installed and User Base Estimates (daily update)

More information on Above Avalon memberships

Subscribe:

Apple Podcasts

Overcast

RSS (for your favorite podcast player)

The complete Above Avalon Podcast episode archive (131 episodes) is available here.

Follow:

Neil Cybart (host/producer)

The Above Avalon Podcast

...more
View all episodesView all episodes
Download on the App Store

Above AvalonBy Neil Cybart

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

137 ratings


More shows like Above Avalon

View all
Under the Radar by Relay

Under the Radar

213 Listeners

Clockwise by Relay

Clockwise

252 Listeners

MacBreak Weekly (Audio) by TWiT

MacBreak Weekly (Audio)

2,013 Listeners

The Vergecast by The Verge

The Vergecast

3,722 Listeners

The Talk Show With John Gruber by Daring Fireball / John Gruber

The Talk Show With John Gruber

3,144 Listeners

Decoder with Nilay Patel by The Verge

Decoder with Nilay Patel

3,141 Listeners

Channels with Peter Kafka by Vox Media Podcast Network

Channels with Peter Kafka

555 Listeners

Accidental Tech Podcast by Marco Arment, Casey Liss, John Siracusa

Accidental Tech Podcast

2,143 Listeners

AppleInsider Podcast by AppleInsider

AppleInsider Podcast

986 Listeners

Apple Quarterly Earnings Call by Apple Inc.

Apple Quarterly Earnings Call

516 Listeners

Connected by Relay FM

Connected

568 Listeners

The Dalrymple Report by Jim Dalrymple

The Dalrymple Report

140 Listeners

Upgrade by Relay

Upgrade

1,220 Listeners

The MacRumors Show by The MacRumors Show

The MacRumors Show

239 Listeners

Primary Technology by Stephen Robles and Jason Aten

Primary Technology

415 Listeners