“Big picture, this strategy aligns with our thesis that Services, not devices, hold the key to Apple revenue and profitability growth over the next 5 years.” However, while the breadth of the services that were launched was “impressive,” the lack of pricing detail makes it difficult to evaluate the financial impact. — Katy Huberty, Morgan Stanley
The event was “materially different” than expected, as it had anticipated the TV service to be available immediately, and for more pricing details to be announced. — Rod Hall, Goldman Sachs
Read more in the full article here.
MacDailyNews Take: The biggest star to bow yesterday was Apple Card.
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