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Tag: Will Thompson

  1. Loup Ventures: There are now 383 million Apple Pay users, up 135% year-over-year

    So far, 43% of global iPhone users have enabled Apple Pay…

  2. Gene Munster: Wall Street has not fully factored in the repercussions of Apple’s earnings miss into FY19 estimates

    We estimate greater China (accounts for 20% of revenue) was down 36% y/y compared to up 16% y/y in Sep-18…

  3. Needham analyst supports Apple’s decision to stop providing unit sales data for iPhone, iPad and Mac

    If Apple must taketh away, it should giveth back, too…

  4. Apple outgrew unit sales

    In 2014, Apple management surprised many by announcing they were not going to disclose Apple Watch unit sales…

  5. Morgan Stanley: Apple’s services will grow to over $100 billion per year in 2023

    Katy Huberty from Morgan Stanley has taken a deep-dive into Apple’s services market segment…

  6. Apple rams their message home: Think ‘Apple as a Service’

    Apple reported its results for the Sept. 2018 quarter essentially in line with expectations…

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