Tidbits from the Apple Conference Call - Updated

What I'm taking away from this is that CONTENT is of prime importance for Apple and mobile device sellers. 

New gadgets are cool, but the reason they want them (and the reason mobile network companies want them, is to sell content.) 

When the fastest growing part of their business is the iTunes software and services, that's content. If it's a prime consideration for Apple, then it's going to be a prime consideration for other tech and mobile companies as well.

Video has the benefit of being the kind of content that people buy and watch maybe once or twice, not over and over again like music.

PicoP would give them an awesome way to sell more content.



Quotes pulled from the Apple conference call below:

All Courier Type [ courier ] is quoted from Seeking Alpha's Conference Call Transcript (Thank you Seeking Alpha.)

We’re putting a huge effort into delivering the best experience to our customers wherever they use iOS. That includes a safe and intuitive user interface for driving, called CarPlay, which is being integrated by 29 major car brands including Audi, BMW, Ford, General Motors, Honda, Hyundai, Mercedes, Toyota and Volvo; and after-market systems like Pioneer and Alpine.

iOS 8 provides developers with amazing new frameworks, enables wide use of Touch ID to securely authenticate users within apps and lets developers further customize the user experience with major extensibility features such as third-party keyboards.

In fact for the first nine months of this fiscal year, the line item that we call iTunes software and services has been the fastest growing part of our business. iTunes billings grew 25% year-over-year in the June quarter and reached an all-time quarterly high, thanks to the very strong results from the App Store.

But what’s most important to us is that customers are enjoying their iPads and using them heavily. 

Another recent study by Custora found that iPad accounts for 80% of all U.S. tablet based e-commerce purchases.