Agreed on the super sticky moat from using the premium "apple ecosystem".
Would be even more intriguing if the Churn rate & absolute engagement #s, from the Apple ecosystem, in the past few years can be known... Unsure if apple actually discloses these though..
Interesting take.
Agreed on the super sticky moat from using the premium "apple ecosystem".
Would be even more intriguing if the Churn rate & absolute engagement #s, from the Apple ecosystem, in the past few years can be known... Unsure if apple actually discloses these though..
Very very interesting! I was thinking of the same thing yesterday