Well yeah, iPhones have less than 30% of the mobile market globally, but are only marketed to wealthy cities in wealthy countries. Calculating the average user spend disproportionately ignores a ton of people in areas that Apple won't market to. Android has more than 70% of the market, including low income areas š¤·
Agree there will be a narrative switch back to growth at some point, but Iām wondering if the GoGo days are behind or still just in front of us.