Posted On: 02/02/2016 7:48:02 AM
Post# of 96892
This is the secret to thematic investing – find the trends and invest in them. Apple has done that.
III. APPLE TV
Apple TV is enormous in terms of potential for recurring revenue; a total seismic shift. In fact, what Apple TV brings to the table is so large and so disruptive that we have a stand-alone CML Pro research dossier, Why Apple TV is Brilliant and Seismically Disruptive.
On the latest earnings call, Tim Cook said:
“We had our best quarter by far for Apple TV sales, and the number of apps developed for Apple TV is growing rapidly.
Here’s the growth expected in general in the smart TV realm:
GROWTH
Estimates come in as high as 25 million Apple TVs to be sold in 2016, in a market that shows strong growth moving forward. But the real gem is how Apple will use Apple TV to turn itself into one of the largest cable bundlers in the world. We refer you to the CML Pro research dossier for the incredible details.
III. APPLE TV
Apple TV is enormous in terms of potential for recurring revenue; a total seismic shift. In fact, what Apple TV brings to the table is so large and so disruptive that we have a stand-alone CML Pro research dossier, Why Apple TV is Brilliant and Seismically Disruptive.
On the latest earnings call, Tim Cook said:
“We had our best quarter by far for Apple TV sales, and the number of apps developed for Apple TV is growing rapidly.
Here’s the growth expected in general in the smart TV realm:
GROWTH
Estimates come in as high as 25 million Apple TVs to be sold in 2016, in a market that shows strong growth moving forward. But the real gem is how Apple will use Apple TV to turn itself into one of the largest cable bundlers in the world. We refer you to the CML Pro research dossier for the incredible details.
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