Above Avalon Episode 115: Betting on Hardware

Apple isn't a hardware company. Nevertheless, hardware's importance to Apple continues to grow. Episode 115 is dedicated to discussing Apple's growing bet on hardware. The episode begins by going over Apple's hardware strategy and includes a brief history of Apple's approach to hardware. The discussion then turns to Apple's hardware scale as we go over the company's overall product sales. We conclude with how Apple is doubling down on hardware in order to become the most powerful software provider in the wearables era. Receive my analysis and perspective on Apple throughout the week via exclusive daily emails. To sign up, visit AboveAvalon.com/membership.