Ed Elson
speaker
772 appearances
3 recordings
1 series
first heard Sep 2026
last heard yesterday
Ed Elson’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 3 in all, peaking in Sep 2026 with 3.
Appearances
Uh, anyways, very much appreciate the question and congrats on your geography and your profession.
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Question number two comes from Jacob.
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Hi Scott.
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What do you think about Apple's move to a subscription-based model?
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To me, the subscription model not only means more reliable revenue for the company.
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But it is also stickier.
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When consumers get on the plan, they'll likely be content just to keep receiving new iPhones, regardless of the fact.
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Uh, that the only substantial upgrade year over year is a better camera.
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Apple knows they are done innovating in that space and they want to get uh lock in customers now.
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I'm curious about your thoughts.
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Um yeah, I think we're violent agreement on this one.
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So
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Yeah, on July twenty eighth, Apple launched an Apple upgrade in the US.
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The program will let customers pay a monthly fee for an Apple product, then upgrade to the newest model, return the device, or buy it outright when the lease ends.
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Leases start at eighteen dollars a month for an iPhone.
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This is likely a reaction to a slowing upgrades cycle.
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The average global smartphone replacement cycle is expected to stretch to four years in twenty twenty six, uh from three and a half years in twenty twenty five.
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And some the improvements have become incremental.
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And I think people have decided they don't need the latest and greatest, right, when it comes out.
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Um, Apple's subscription business is working.
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