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 · New iPhones: Wall Street Is Focused on the Price · 11 Sep 2018 podcast

you know, app-based smartphones where you've got Apple phones and then you've got a bunch of different Android phones like the Samsung ones.

And at this point in the game, I think a lot of consumers are really set on their platforms of choice.

So, and they don't tend to move off those, even if you think you can get maybe a better feature or a better price at another one or something else.

So in the case of Apple, yeah, they've maintained their share.

They haven't really grown it that much.

I think most of their cycles now are selling, you know, upgrades to their base of users.

So, yeah, just because the prices go up doesn't mean those users flee.

Yeah, it's historically high for them.

So, yeah, they need to deliver growth.

One thing that's changed now is they are getting more growth out of things that they sell on top of their devices, like these services that are things like app sales and other things.

So that's helping the company's overall growth profile a bit.

So it's not completely hinged on iPhone, but it's still iPhone's about is going to be more than 60 percent of revenues, I think, for the next two years.

It is a high bar.

So and that's why they have to keep that business going well.

They can't really afford to have the iPhone, you know, really flatline either.

So and from what we can see, the way they're going to get growth is to get more of these higher priced devices in the mix.

My pleasure.

WSJ Your Money Briefing · Amazon: Soon the World's Most Valuable Company · 6 Sep 2018 podcast

Particularly, it's due to the growth that those products and services are generating for Amazon, which has actually been outpacing Apple in growth rates for the last few years.

and will continue to do so.

And the reason I think Amazon is really poised to overtake Apple at some point in the near future is that if you look ahead, Amazon still has a lot of potential in its main businesses of retail and corporate cloud, these services that are still growing really fast and they're already huge businesses.

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