Ben Sawyer

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Ben Sawyer
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  • Apple services & Apple Card 'too late to the game,' HSBC downgrades stock

    Ben SawyerBen Sawyer
    Are we sure the cost structure of these services is really that big of a deal such that margins will really be as low as they think? Explain to me where Apple has spent the money? $1B for TV shows is a drop in the bucket, the card R&D is not significant, the Apple Arcade R&D is also baked into ongoing work on OSes. Texture wasn't an expensive acquisition. I'm open to thinking revenues won't be as big as some might project, but the marginal cost of these above-the-fold offerings is a rounding error still...
    doctwelvepatchythepirate