Technology
How Wall Street undervalues Apple’s sticky moat
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While many analysts look at Apple’s 15% share of smartphone shipments, they miss the total iOS/App Store ecosystem.
Combined, that’s a deep moat. A corollary of the above is that seasonal and cyclical variances in iPhone shipments have no bearing on the ecosystem’s strength.
Note: Originally posted as a comment on Apple’s June: What a month.
My take: Yup. It’s not that iPhone shipments don’t matter, it’s that minor variations from one quarter to next don’t amount to a hill of beans in this crazy world.
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