As Apple argues unit sales are the wrong way to understand its business, it needs to start reporting the numbers of active customers and the revenue per user (Ben Thompson/Stratechery)

Ben Thompson / Stratechery:
As Apple argues unit sales are the wrong way to understand its business, it needs to start reporting the numbers of active customers and the revenue per user  —  While the saying goes that “No news is good news,” in the case of Apple it turns out that “News about no news is bad news.”  From Bloomberg:



from Techmeme http://www.techmeme.com/181105/p19#a181105p19