Apple has finally delivered concrete, positive proof that it has a life beyond the iPhone.
These are ancillary services to the iPhone, so Apple hasn't moved away from its most popular bit of hardware just yet.Apple has undergone a major shift. Apple doesn't get any more granular about its wearables sales, but CEO Tim Cook called out Apple Watch and AirPods as big sellers. Three-quarters of those buying an Apple Watch during the June quarter were first-time buyers, he said, and the wearables business is now as big as a Fortune 200 company.
All in all, these shows a company in the full swing of developing an ecosystem that goes beyond the iPhone. The other two $1 trillion titans of the moment, Microsoft and Amazon, pulled off something similar. Microsoft stopped relying on Windows as its revenue gorilla, making bets on the cloud and opening up its popular Office apps to other platforms.
So if Apple wants these categories to keep growing and even supersede the iPhone in terms of revenue, it still needs to keep selling iPhones or make a serious effort to reach Android users.
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