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The Next Big Thing For Apple Stock Will not Be Another iPhone




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(Photo by S3studio / Marcio Rodrigo Machado / Getty Images)

Apple's next big revenue source will not be another iPhone. It will be the monetization of The ID Apple assigns to its customers.

This can be accomplished with the adoption of an Apple as a Service subscription model, which will bring a steady revenue and earnings stream to the company ̵

1; and help Apple's stock climb for a long time.

That can explain why Apple has been showing less concern about iPhone sales and more about revenue per Apple ID.

"As every year passes, Apple cares less and less about how many iPhones it ships, and Meer over omzet per Apple ID, levenslange inkomsten per Apple ID, en efficiëntie metrics tegen het groeien van de basis en de waarde van die Apple ID's, "zegt Tien Tzuo, author of & nbsp; Subscribed ." Apple heeft cleverly integrated those IDs into its retail experience as well. I can walk int O any Apple store, give them my ID, and walk out with a product. "

Apple's stock has been a big winner on Wall Street, climbing 186.90% over the last five years. But there & nbsp; have been better winners. Like Adobe Systems and Salesfoce.com, which has climbed 458.52% and 229.52% over the same period.

  Adobe's and Salesforce's Stock Has Outperformed Apple's

Company 5-Year Performance
Apple 186.90%
Adobe Systems 458.51
Salesforce.com 229.52 [19659016] Nasdaq 100 & nbsp; & Nbsp; 140.84% ​​

Source: Finance.yahoo.com 8/8/2018

What makes Adobe and Salesforce.com such a big success on Wall Street? & Nbsp; The software as a service (SaaS) business model,

SaaS has provided the two companies with steady revenue and earnings growth that has attracted the attention of equity analysts and investors. And it could provide similar growth for Apple, if it capitalizes on Apple ID and adopts an Apple as a Service model.

"Now, I understand that today Apple is doing just fine by selling expensive phones to wealthy people," says Tien Tzuo. "But just imagine what would happen at the next Apple keynote if Tim Cook announced a simple monthly Apple subscription plan that covered & nbsp; everything : network provider charges, automatic hardware upgrades, and add-on options for additional devices, music and video content, specialty software, gaming, etc. Not just an upgrade program, but Apple as a Service. "

Apple's Key Financial Metrics As of August 8, 2018

Forward PE 15.28
Operating Margin 26.60%
Qtrly Revenue Growth (yoy) 17.30%
Qtrly Earnings Growth (yoy) 32.10%

Source: Finance.yahoo.com

Apple's Key Financial Metrics As of June 23, 2015

Forward PE 13.11
Operating Margin 30.15%
Qtrly Revenue Growth (yoy) 27.10%
Qtrly Earnings Growth (yoy) 32.70%

Source: Finance.yahoo.com

The adoption of an Apple as a Service model could help Apple monetize their product ecosystem, a key driver of future growth.

LIU Post Associate Professor of Finance George Adreadis agrees.

"Their ecosystem of product and services is a major stronghold for the company going forward," he says . "Selv om serviceservicen ikke er den samme dollarverdi som deres telefonsalg, vil outlook for denne sektor og økosystem være et viktig vekstkomponent for Apple pågår."

And overcome growth problems Other product companies & nbsp; have & nbsp;

That's why investors should pay more attention to Apple ID rather than to the next iPhone.

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(Photo by S3studio / Marcio Rodrigo Machado / Getty Images)

Apple's next big revenue source will not be another iPhone. It will be the monetization of the ID Apple assigns to its customers.

This can be accomplished with the adoption of an Apple as a Service subscription model, which will bring a steady revenue and earnings stream to the company – and help Apple's stock climb for a long time.

Det kan forklare hvorfor Apple har løst mindre bekymring om iPhone-salg og mere om indtægter per Apple ID.

"Når hvert år går, Apple bekymrer sig mindre og mindre om, hvor mange iPhones det skifter, og mere om indtægter per Apple ID, lifetime revenue per Apple ID, and efficiency metrics towards growing the base and value of those Apple IDs, "said Tien Tzuo, author of Subscribed ." Apple has cleverly integrated those IDs into its retail experience as well. can walk into any Apple store, give th em my id, and walk out with a product. "

Apple's stock has been a big winner on Wall Street, climbing 186.90% over the last five years. But there have been better winners. Adobe Systems and Salesforce.com, which has climbed 458.52% and 229.52% over the same period.

Adobe's and Salesforce's Stock Has Outperformed Apple's

Company 5-Year Performance
Apple 186.90 %
Adobe Systems 458.51
Salesforce.com 229.52

Nasdaq 100 140.84% ​​

Source: Finance.yahoo.com 8/8/2018

What makes Adobe and Salesforce .com such a big success on Wall Street? SaaS has provided the two companies with steady revenue and earnings growth that has attracted the attention of equity analysts and investors. . And it could provide similar growth for Apple, if it capitalizes on Apple ID and adopts an Apple as a Service model.

"Now, I understand that today Apple is doing just fine by selling expensive phones to wealthy people," says Tien Tzuo. "But just imagine what would happen at the next Apple keynote if Tim Cook announced a simple monthly Apple subscription plan that covered everything : network provider charges, automatic hardware upgrades, and add-on options for additional devices, music and video content, specialty software, gaming, etc. Not just an upgrade program, but Apple as a Service. "

Apple's Key Financial Metrics As of August 8, 2018

Forward PE 15.28
Operating Margin 26.60%
Qtrly Revenue Growth (yoy) 17.30%
Qtrly Earnings Growth (yoy) 32.10%

Source: Finance.yahoo.com

Apple's Key Financial Metrics As of June 23, 2015

Forward PE 13.11
Operating Margin 30.15%
Qtrly Revenue Growth (yoy) 27.10%
Qtrly Earnings Growth (yoy) [19659009] 32.70%

Source: Finance.yahoo.com

The adoption of an Apple as a Service model could help Apple monetizes their product ecosystem, a key driver of future growth.

LIU Post Deputy Professor of Finance George Adreadis agrees.

"Their ecosystem of product and services is a major stronghold for the company going forward," he says. "Selv om serviceservicen ikke er den samme dollarverdi som deres telefonsalg, vil outlook for denne sektor og økosystem være et viktig vekstkomponent for Apple framover."

Og overvinde vækstproblemer Andre produktvirksomheder har haft i The technology space in the past (eg, HP and IBM).

That's why investors should pay more attention to Apple ID rather than to the next iPhone.


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