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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Appearances
The amount left over for the company doing the streaming isn't that big relative to other types of software driven services that we see in the segment.
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So, yeah, for Apple, music is a great revenue growth driver.
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And I think they'll keep trying to find ways to grow that segment because that's a segment they can continue to grow even as their device sales start to hit a level of maturity.
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The iPhone's having a decent last couple quarters because they put out a bunch of new devices, but overall that business is maturing.
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So the way Apple's going to get growth is to find new ways to make money off its user base.
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And so services is one of those.
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So yeah, selling news subscriptions, I think that report said.
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is one way music is another, but one of the most profitable segments they have is the app store.
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Because when people buy, when you and I buy an app on there for, let's say a dollar 70 cents of that is going to the developer who made that app roughly.
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And Apple keeps about 30 cents, but because Apple recognizes the revenue on that transaction on a net basis, and they're not really taking on the costs of developing that app and servicing an app, it's a very, very high profitable business for them.
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I think we're seeing that actually play out in the stock price.
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You know, Monday, the stock fell 7%.
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Today, it's down so far about 5%.
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That equates to about $50 billion, I think, in market value that is going just on this question of
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what happens to people's data when they're using Facebook.
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The stories we saw over the weekend concern this firm that a few years ago ended up getting possession of this data to use it in political campaigns.
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But it does, when you pile it on to all the concerns about Facebook over the last year about its role in elections, misinformation, and so forth, it really puts to that question for people who use the service
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Um, what, what's happening to, you know, what am I sharing with this service?
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You know, how is it going to be used, you know, with me or against me or whatever in this?
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And these questions really build up and I think really get to the core value proposition that Facebook offers.
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Showing 481–500 of 617 · page 25 of 31
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