Apple Doesn't Face An Existential Threat, It's Never Been Stronger

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About: Apple Inc. (AAPL), Includes: AMZN, GOOG, GOOGL, MSFT
by: The Value Portfolio
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The Value Portfolio
Growth, long-term horizon, Deep Value, momentum
Summary

Apple doesn't face an existential threat from Amazon, Microsoft, or Google as discussed in Bluesea Research's article.

The company remains strong in the MacOS and iPhone markets, and additionally, the Macbook Air is a small % of sales.

Additionally, the Home pod was never a true success, meaning its failure isn't an existential threat and it's more than made up for by a growing wearable sector.

Apple has a massive installed base of people that love iOS and MacOS and Watch OS - that won't change anytime soon.

Apple is finally figuring out how to monetize this installed base - Service and Wearable revenues have increased dramatically - this will continue to reward investors.

Just over a month ago, Bluesea Research, a fellow Seeking Alpha contributor wrote an article about Apple (NASDAQ: AAPL), discussing how the company faces an existential threat from Amazon (NASDAQ: AMZN), Microsoft