7/25/2023 0 Comments Apple wwdc 2017 live streamWe’ll be watching for what this may mean for Apple’s fees going forward. Now that the two behemoths have been able to reach an agreement, Amazon Video customers no longer need to use Airplay and Amazon will offer Apple TV devices again. In return, Amazon stopped selling Apple TV units along with the myriad of other streaming media players it offers. According to Amazon’s Jeff Bezos, the fee Apple demanded was just too high and Apple was reluctant to make an exception for Amazon. Getting back to the conference, the announcement Amazon’s Prime Video is coming to Apple TV is very interesting given the earlier spat between these two companies over the fees that Apple charges players to be on their platform. Given its size, install base and the fact that its products are for the most part so simple to use, Apple isn’t likely to go the way of Kodak or Xerox anytime soon. It too now has to compete with how it once wowed audiences and consumers as it updates existing products and tries to find its footing with new ones. In our view, Apple is in a tough spot after setting the bar so high for so long. Examples include Universal Display, Nuance Communications and Applied Materials, which are up more than 127 percent, 23 percent, and 28 percent, respectively since being added to the Tematica Select List. We love the products and would have enjoyed the stock’s rally over the past 6 months, but for our Tematica Research premium service, we’ve recognized the Apple-related opportunity from a different perspective – one that intersects with our tendency to “Buy the Bullets, Not the Guns” and several of our investing themes - Connected Society, Content is King, Cashless Consumption, and Disruptive Technologies – with great success along the way. We have not been buyers of Apple shares as of late - despite being avid fans this lack of vision makes it difficult- given the transition-like nature of the product cycle that keeps Apple arguably reliant on the iPhone.
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