Evercore: 'Steady as she goes' in Apple's App Store

"We remain confident in our thesis that easy comps set up the Services business for a strong 2023." -- Analyst Amit Daryanani

2 Comments

CNBC: Apple App Store growth has plateaued

3 years ago

Published January 10, 2023 by Philip Elmer-DeWitt

CNBC: Apple App Store growth has plateaued

From Kif Leswing's "Apple’s App Store growth is slowing down" posted Tuesday.

8 Comments

Morgan Stanley: Apple App Store revenue inched up in December

3 years ago

Published January 3, 2023 by Philip Elmer-DeWitt

Morgan Stanley: Apple App Store revenue inched up in December

"Flowing this through the model implies +7% Y/Y Dec Q Services growth, indicating upside vs. MS estimate of +5% Y/Y." -- Analyst Erik Woodring

2 Comments

Evercore: Sideloading no big deal for Apple

3 years ago

Published December 14, 2022 by Philip Elmer-DeWitt

Evercore: Sideloading no big deal for Apple

"The more significant piece of the Digital Markets Act is the requirement that Apple allow third party payment systems in apps... Apple still has not made a decision on whether to comply with this component of the law." -- Analyst Amit Daryanani

9 Comments

Hey Apple, what happened to the consequences of unvetted apps?

3 years ago

Published December 13, 2022 by Philip Elmer-DeWitt

Hey Apple, what happened to the consequences of unvetted apps?

"If we are forced to let unvetted apps onto the iPhone, the unintended consequences will be profound." -- Tim Cook, April 2022

22 Comments

Evercore: Apple App Store's (negative) revenue growth improved in November

3 years ago

Published December 2, 2022 by Philip Elmer-DeWitt

Evercore: Apple App Store's (negative) revenue growth improved in November

"The drivers of the improvement likely include a weaker dollar and the price increase pushed through by Apple starting in early October." -- Analyst Amit Daryanani