Quote from Ndubuisi Ekekwe on January 26, 2019, 4:00 PM

Apple revised the annual growth rate of its services business, reducing the guidance from 25% to 19%. That is not unexpected since if you sell lesser hardware in a business run on proprietary hardware powered with exclusive software, a drop in the sales of hardware will largely result to drop in the growth rate of the services business. To change this direct correlation between the hardware and services, Apple must allow its services to run on non-Apple hardware which it is already doing.

As Apple deals with its hardware business, Google has to deal with Amazon. Amazon is the biggest threat to the search giant. The ecommerce pioneer has seen its advertising business which remains relatively small compared with Google’s growing quickly.

As these companies report their earnings, these are things to watch to see.