“Apple will stop disclosing unit sales figures next quarter, fueling fears the company has something to hide," O'Shea told clients in a note. "But Apple will disclose Services gross margin for the first time ever, a potential catalyst for the stock."
“We believe AAPL intends to tell a compelling Services story, which we believe has 2x higher gross margin than hardware and improving."
“Apple is talking to big newspapers about joining its subscription service
Last March, Apple bought Texture, a digital magazine service. Now it wants the New York Times, the Washington Post and the Wall Street Journal to join up.”
“As well as the video service, Apple is also in discussion with various print media organizations about joining Texture, their magazine subscription service purchased in 2018.
The new TV app is scheduled to launch in 2019 which is when they will most likely unveil the full details of their subscription plans.”
“Apple’s latest big quarter – profits were up a whopping 32 percent from a year ago, to $11.5 billion, on revenues of $53.3 billion – should provide a welcome bright spot in a suddenly lurching tech sector. And a big reason for that big quarter is the giant leap the hardware giant has realized in its push to become a king of content.”
“The company’s subscriptions and services component jumped to $9.5 billion this quarter, also up big, 31 percent from the same period a year ago and nicely above analyst expectations of $9.2 billion.
At that size, a spun-off Apple subscriptions & services unit would generate $40 billion a year in revenues, putting it in the lower reaches of the Fortune 300. But a separate company wouldn’t be nearly as powerful as the one whose reach is amplified by its presence within a hardware giant.”
“And while he said Apple “couldn’t be happier” about the success of its current services, the company is building more, though he only dropped a few scant details about what’s coming.”
“Apple also acquired the Texture all-you-can-read magazine app several months ago, and is reportedly weaving that into its well-regarded Apple News app to create another subscription service. Reports also have surfaced of Apple Bundles, which would combine music, news and video services for one price.”
Remember that *The King of Content* owns Texture... and the Details are still Undisclosed!!
2019 !
Gap it ... or Sell it !!
PIXL !!!
