Neil Cybart:
There are three drivers behind Apple’s return to revenue growth:
- iPhone. The average selling price (ASP) of iPhone is up $100 year-over-year.
- Services. Apple is seeing strong revenue growth from the App Store, licensing, and AppleCare.
- Wearables. Apple’s wearables platform is gaining sales momentum as Apple Watch and AirPods go mainstream.
Lots of interesting detail in the article. On that last bullet, I am seeing Apple Watch and AirPods everywhere now.
When I am out running, I see more and more other runners with AirPods in their ears. Mainstream is the right term here.
On a related note, I get why Apple sticks with white as the only color. As was the case when the iPod first started, those white headphones were incredibly important to the branding. I see AirPods white as a similarly important brand marker.