XPost: misc.phone.mobile.iphone, comp.mobile.android, comp.sys.mac.apps   
   From: arlen@arlen.com   
      
   On Wed, 9 Jan 2019 23:47:10 -0000 (UTC), arlen holder wrote:   
      
   > What do _you_ make of that statement that Tim Cook just said when asked how   
   > Apple was going to solve their revenue shortfall?   
      
   On a "good note" on "services revenue", Tim Cook did say, at time point 632   
   seconds    
      
       "Services has grown incredible amounts. We're going to report   
      over $10.8 billion when we report later this month for last quarter.   
      That's a new record. "   
      
   Tim Cook goes on to say:   
      "This is incredibly exciting for us because so many things hit records   
      in there.  The App Store did. Apple Music hit a new record. Apple Pay   
      hit a new record. Our search app product from the app store hit a new   
      record. iCloud hit a new record. "   
      
   And then he explains that it's world wide:   
      "And so, it's very wide, and each geography hit a quarterly record.   
      Even in China, the App Store hit a quarterly record. Why is that?   
      It's because it's driven by our installed base."   
      
   Then he explained the installed base, admittedly monumental:   
      "And our installed base grew nicely year over year in China as well.   
      And as I say in the letter, we picked up a hundred more million active   
      devices over the last 12 months alone. This is an incredible number."   
      
   One question I would have is how much can they be earning from their   
   "search app product", whatever that is?   
      
   What is Tim Cook talking about?   
   Is it this?    
      
      
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