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The services business includes the app store fees like the one that Netflix is getting out of, so that revenue stream might have some challenges of it's own.


Services also includes Apple’s anticipated video / TV offering, which will be 100% additive vs 30% (15% recurring) from Netflix customers willing to pay the upcharge.


Yes - I think that will become a bigger trend among apps that have hit mass scale, which are probably the exact apps that make up the bulk of those fees.


How much is Netflix contributing to services revenue vs in-app game purchases? The latter seems less likely to flee.




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