Apple's latest growth story is powered by three drivers: iPhone, Services and Wearables. In episode 131, we discuss these three growth drivers to see how they are not created. Having gone over the factors that bring Apple's growth drivers, we spend time discussing how Apple's growth story can change in the short term. The episode concludes with a large image view of why Apple's long-term growth story is not just about Services.
To listen to episode 131, go here.
The complete Avalon podcast episode archive is available here.