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iPhone or Services? Which Will Make Apple the Most Money in the Future? My Answer May Surprise You!
What will drive Apple's continued growth in the future: iPhone, services, or AI? If I had to pick just one, I’m more optimistic about iPhone’s ability to drive growth for now, and about the profit potential of services over the long term.
Why? This quarter, iPhone revenue reached $57.6 billion, up 17% year over year, and remains Apple's most important revenue engine. Services revenue reached $31.6 billion, up about 10%, with a gross margin as high as 76%—a remarkable profit generator.
Put simply, iPhone brings customers through the door, services keep them coming back, and AI makes the store more appealing.
The three aren't competing with one another; they reinforce each other. My view: in the short term, watch the iPhone replacement cycle; in the medium term, services; and in the long term, whether AI can create new consumer demand.
Apple's smartest move isn't selling a phone every year, but making users so attached to its ecosystem that they don't want to leave after buying a phone! #AppleQ3EarningsFocus
#每周来晒