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 months

Recordings per month over the last 12 months — 3 in all, peaking in Sep 2026 with 3.

Appearances

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The Prof G Pod with Scott Galloway · The $1.7 Trillion Data Center Bet, and Why Apple is Getting Into the Subscription Game · 21 Sep 2026 podcast

Apple services business, which includes subscriptions, the App Store, iCloud, and Apple Care. matched

brought in over thirty billion last quarter. matched

We think of Apple as being a transactional company, but at thirty billion a quarter, hundred and twenty billion a year, it's gotta be one of the five or ten largest subscription companies in the world. matched

That's up twelve percent. matched

Apple has now more than one and a half billion paid subscriptions across its platforms. matched

Services carry an estimated seventy seven percent gross margin versus thirty-nine percent for hardware, meaning a service dollar is roughly twice as profitable as the iPhone dollar. matched

The services segment lifted Apple's overall gross margins to forty-nine percent. matched

And some Apple is converting matched

An unpredictable four figure purchase into a predictable monthly payment that keeps customers inside its ecosystem like matched

So let's bring this back to me. matched

I started a company called Profit Brand Strategy, my second year in business school, where basically I was renting my brain to old white guys who are CEOs and CMOs and helping them make decisions. matched

And I would charge Williamsonoma half a million dollars to do their internet strategy or Levi Strauss and company. matched

You know, a million bucks over two years to figure out their direct to consumer strategy, including owned and operated stores. matched

And about halfway through the engagement, most of my effort and brain power would be uh focused on inventing new problems that only me and my team could answer. matched

And I sold profit. matched

When it was doing ten million in revenue for twenty eight million or two point eight times revenues. matched

I essentially started the equivalent of profit again. matched

When I was uh teaching at business school when in two thousand and nine, that was L two, where we collect data. matched

But instead of a transactional model, I wanted, quite frankly, I wanted a larger exit. matched

And I read this amazing study from Deloitte saying these are where the irrational multiples, the the features that accompany matched

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