Apple’s Next Five Years

I’ve been doing investor calls on Apple the past few weeks. Mostly post-earnings as most investors are trying to form a new, better, narrative on Apple. I’ve been loosely theming my comments to investors around Apple’s next five years. While I go into much greater detail in the course of a 90 min call, I’ll briefly highlight some key points. There are three technology fundamentals Apple will bring to market which will be the foundation for hardware, software, and services innovation over the next five years which will set the foundation for a much longer timeframe.