Apple captures 50% of consumer revenue of the top half of the S&P 500
zdw · hn · 2026-11-02
An Asymco analysis argues Apple is now effectively the last major consumer company in the top half of the S&P 500, capturing about 50% of that group's consumer revenue. The piece explores how Apple's consumer-hardware business model has diverged from other Big Tech firms that rely on enterprise and advertising revenue.
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