Ed Elson

speaker

387 appearances 1 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 over the last 12 months — 1 in all, peaking in Sep 2026 with 1.

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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

But it is also stickier. matched

When consumers get on the plan, they'll likely be content just to keep receiving new iPhones, regardless of the fact. matched

Uh, that the only substantial upgrade year over year is a better camera. matched

Apple knows they are done innovating in that space and they want to get uh lock in customers now. matched

I'm curious about your thoughts. matched

Um yeah, I think we're violent agreement on this one. matched

So matched

Yeah, on July twenty eighth, Apple launched an Apple upgrade in the US. matched

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. matched

Leases start at eighteen dollars a month for an iPhone. matched

This is likely a reaction to a slowing upgrades cycle. matched

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. matched

And some the improvements have become incremental. matched

And I think people have decided they don't need the latest and greatest, right, when it comes out. matched

Um, Apple's subscription business is working. matched

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

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