[lorenzhs]

But their services revenue is from selling stuff (apps, in-app purchases, music/video/game subscriptions, cloud storage) to their users, it's just digital stuff instead of hardware. That doesn't change anything fundamental about the business model. They make money from selling stuff to their users. How is that at odds with the grandparent comment?

[sidibe]

Is selling their search bar to Google (very significant part of services revenue) "selling stuff"? Seems like it's more like the "you're the product" line Apple likes to market.