“I think the point is that while Nintendo has gone up 20 billion and they do have IP risks, Apple does not,” Martin said on CNBC’s “Halftime Report.” “It is hedged because the next genius that makes a hit game, Apple shares on that one too. So while this one may be transitory, Apple has an option on all future hit games over the iOS platform.”
Martin attributes Apple’s success to its ecosystem business structure and other revenue generators such as the App Store.
“Apple has higher profit margins than the Walt Disney Company and has higher returns on capital than Facebook and, therefore, the notion that it could be valued as a hardware company just because it makes phones, we think is flawed,” Martin said. “Those margins are only achievable because it does have these ecosystem benefits like ‘Pokemon Go’ to route its ecosystem to a much higher margin.”
Archive for July 2016
Salesforce is taking a rather unusual stance in an effort to avoid this problem. Starting with an update to its Salesforce1 app later this year, the company will offer support for its app only to those using certain Google Nexus or Samsung Galaxy devices.
The company declined to go into detail on its reasoning, but confirmed in a support document that it is looking to maximize its development resources.
The iPhone is “faster; smoother. Android freezes up” and has to be restarted too often, the source said. The problem with the Android is particularly noticeable when viewing live feed from an unmanned aerial system such as Instant Eye, the source said.