Dan Gallagher

speaker

617 appearances 15 recordings 1 series first heard Sep 2017 last heard Nov 2019

Dan Gallagher’s voice in public audio — every appearance, attributed to the second.

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WSJ Your Money Briefing · Gaming Companies Seek Subscribers to Boost Revenues · 11 May 2018 podcast

And, you know, there's advertising that sometimes goes on in these games. matched

So all those things turn into this kind of matched

recurring revenue stream for game makers, that's really lucrative because, again, they don't have to share that with retailers. matched

So a subscriptions-type service would add on top of that. matched

WSJ Your Money Briefing · Apple's iPhone Is Still a Cash Machine · 3 May 2018 podcast

Well, actually, a 3% gain is pretty low, and that's part of where people are readjusting how they thought of Apple. voice-verified

This used to be a business that grew double digits in units pretty well for its first several years. voice-verified

Now that it's such a big business, it's hard for them to deliver the unit sales. voice-verified

What they did do, which was interesting, which was a different change from when they had some weak unit sales before, is that they are getting more—they're essentially raising the prices of the iPhone— voice-verified

And they're getting more revenue per iPhone, both from these higher prices as well as the services segment that they have. voice-verified

It's helpful to them. voice-verified

Investors aren't going to be able to ignore the iPhone because it's still more than two-thirds of the business. voice-verified

So, you know, and as long as it has that kind of weight on it, especially the weight from part, you know, hardware sales and that it's that's going to be a very big important factor. voice-verified

But what services is showing is that Apple has a way to beyond just selling, you know, more devices, they're figuring out more ways to make money out of its installed base of users, which voice-verified

is not growing the way it used to, but because services grew more than 30, service revenues grew more than 30% in this last quarter, is a big jump, and it's taking up a little bit more of the business, and that's a positive sign. voice-verified

It's a combination of a lot of things. voice-verified

You know, one, the one that probably a lot of people think of is Apple Music because that's a relatively new one. voice-verified

And it used to encompass the iTunes store. voice-verified

Well, it still encompasses iTunes, but people aren't, you know, buying and downloading music and movies as much as they used to anymore. voice-verified

Those are now streaming services. voice-verified

So Apple Music is a part of that. voice-verified

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