Philip Elmer-DeWitt / Apple 3.0 – Philip Elmer-DeWitt
BofAs Wamsi Mohan: Is advertising Apples next big thing? – We estimate that if Apple were to monetize advertising beyond the App Store, it could potentially be a $20bn business by 2026. From a note to clients that landed on my desktop Thursday: Advertising could be the next driver for Services growth. Apples competitive advantage remains its large and captive …
