Evercore: Plenty of runway for Apple services (Philip Elmer-DeWitt/Apple 3.0 – Philip Elmer-DeWitt)

Philip Elmer-DeWitt / Apple 3.0 – Philip Elmer-DeWitt
Evercore: Plenty of runway for Apple services – Our survey surprised to the upside on both take rates and ARPU. — Analyst Amit Daryanani Our survey surprised to the upside on both take rates and ARPU [Average Revenue Per User]. Analyst Amit Daryanani From a note to clients that landed on my desktop Tuesday: ALL YOU NEED …

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