Search ad revenue constitutes the majority of the now $3 billion/year ad business, which just four years ago was a mere $300 million. Projections say it could hit $7-10B in another 2-3 years. Why they’re wrong: While it’s entirely possible that Apple might follow the Amazon model a...
On October 23,TipRanksofferedits own consensus figures. Based on 25 analysts, the revenue averages at 94.3 billion for the quarter, with a high of $98 billion and a low of $93 billion. It adds that 20 out of the 25 analysts boosted revenue projections over the last three months. When ...
In this post, I attempt to quantify, with analytical support, the impact on Facebook’s revenue of ATT. Below isthe modelthat I use to evaluate Facebook’s revenue loss, broken out into three cases:Best Case,Base Case, andWorst Case. Note that the revenue impact from ATT is projected ...
2022 55 2023 40 2024 30Note: 2021-present are projections. Sources: Bloomberg, StatistaApple News UsersApple’s news aggregation service may not responsible for much revenue generation – for Apple or news providers – but it has added more readers every year since launch.Apple...
Content is an emerging area of investment.It’s no secret that original content will be an emerging area of investment for Apple in order to boost the increasingly important Services revenue line. The good news is that cord cutting is undeniable and consumers are now paying for multiple monthly...
Financial analysts predict Apple's quarterly revenue will range between $74.6 billion and $82.4 billion, but some market watchers are unsure if Apple will top the record 74.5 million iPhones it sold in the year-ago quarter, due to perceived lower iPhone 6s sales. iPhone 6s sales concerns ...
. For context, Apple iPhone revenue hit a record high of $65.6 billion in the first quarter of Fiscal 2021 which ended on Dec. 26, 2020. When the iPhone 13 was released a year later, iPhone revenue reached a new all-time high of $71.6 billion in the first quarter of Fiscal 2022....
as a category, AR glasses are a few years away. We’re looking for 10 million units in the first year, similar to Apple Watch’s first year. We’re using a $1,300 ASP, which yields a $13B business and should account for 3% of Apple’s revenue in CY22. See our updated modelhere...
as a category, AR glasses are a few years away. We’re looking for 10 million units in the first year, similar to Apple Watch’s first year. We’re using a $1,300 ASP, which yields a $13B business and should account for 3% of Apple’s revenue in CY22. See our updated modelhere...
The timing couldn’t be worse. The year-end quarter was expected to be Apple’s biggest sales blitz yet, generating about $120 billion in revenue. That would be up about 7% from a year earlier — and more money than Apple generated in an entire year a decade ago. ...