Re:Apple blocks Google from running its internal iOS apps
by Spooky23 on Thursday January 31, 2019 @05:26PM
(#19049622)
More likely it’s about margins and business model.
Apple’s business model is selling high margin products. More share requires lower costs, which increases operational risk and reduces profitability. That’s why Apple stock is cheap compared to other big tech companies... a problem with execution today has a bigger impact than a company like Google that has a stream of revenue from ads on every platform.
You’re going to see changes in the model as they are hitting a growth ceiling, but they’ll probably take a different services path than Google.
Apple’s business model is selling high margin products. More share requires lower costs, which increases operational risk and reduces profitability. That’s why Apple stock is cheap compared to other big tech companies... a problem with execution today has a bigger impact than a company like Google that has a stream of revenue from ads on every platform.
You’re going to see changes in the model as they are hitting a growth ceiling, but they’ll probably take a different services path than Google.