Ads: Apple's next $450 billion TAM (total addressable market)

"Apple is trying to step in and solve the ad-revenue problem for its app developers that are ad-driven." -- Needham analyst Laura Martin

From "Apple's services revenue has 70% margins, twice that of hardware, says Needham's Laura Martin," which aired Thursday on CNBC:

Laura Martin, Needham & Co managing director, joins 'The Exchange' to discuss Apple's ad plans, stock and company outlook.

My take: Jon Fortt is the best thing going on CNBC.

See also: Apple desperately seeking digital ad man


  1. Greg Lippert said:
    Here’s a thought. What if they continue to get into sports in a big way and get the NFL as rumored. They could offer the service free or nearly free and use their own advertising division to sell ads and monetize.

    And they could still buy Duck Duck Go and offer a privacy focused browser with an ad component.

    August 5, 2022
  2. Brian Loftus said:
    I suspect they are diving into sports because of their use case for AR/VR. Here’s hoping.

    August 5, 2022
  3. Gregg Thurman said:
    Get college basketball.

    Trying to watch that is difficult as teams enter into fragmented contracts which require multiple subscriptions to view all games of a single team.

    I think Disney may be tiring of its ownership of ESPN. That would be the perfect vehicle to expand into sports AND eliminate the need for multiple subscriptions.

    August 5, 2022

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