Market Shrugs Off Apple’s Guidance Warning, Estimating Apple Pay Revenue, Plepler Hires Talent for Apple TV+
Today's Above Avalon daily update includes the following stories:
Market Shrugs Off Apple’s Guidance Warning
Estimating Apple Pay Revenue
Plepler Hires Talent for Apple TV+
We kick off today’s update with my thoughts on AAPL shares continuing to move higher despite management removing 2Q20 guidance. The discussion then turns to Apple Pay. We go over my math for how much revenue Apple Pay is generating for Apple, and my expectation for the Apple Pay business to soon become a billion dollar per year revenue stream. The update concludes with some news on the Apple TV+ front with Richard Plepler hiring Heather Karpas. We go over why I think Apple’s arrangement with the former head of HBO makes sense.
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