Apple services are a 'key differentiator,' UBS says

seekingalpha2022-04-04

Ivan-balvan/iStock Editorial via Getty Images Apple (NASDAQ:AAPL) may still get more than half of its sales from the iPhone, but its services, including Apple Music, Apple TV+ and iCloud are ...

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TripleWin
2022-04-05
TripleWin
[Like]
JJCHEE
2022-04-04
JJCHEE
🤔
NPC69
2022-04-04
NPC69
K
aaronh
2022-04-04
aaronh
[Happy]

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Analyst David Vogt, who rates Apple buy with a $185 price target, surveyed more than 4,000 iPhone users from four different geographies and found that U.S.-based upgrades and retention are still high, as 81% of users upgraded from a prior iPhone, up 4% year-over-year. The survey also found that iPhone handset age is around 2.3 years, up from a previous 2.1 years and that roughly 35% of the iPhone base is more than three years old and 25% is more than four years, \"suggesting pent up demand.\" Apple (AAPL) shares rose slightly more than 1.5% to $177.11 in early trading on Monday. Other key findings from the survey include that Music, iCloud, Arcade and Fitness rates are higher (excluding China), while News is \"flattish\" and Apple TV+ looks to have plateaued.  Users with higher-end devices, such as the iPhone 12 and 13, also drive Apple services revenue. 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