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