Apple’s Concession, Peloton’s Stumble, and Real Estate’s Future
Motley Fool Hidden Gems Investing
The Motley Fool
4.3 • 3.1K Ratings
🗓️ 27 August 2021
⏱️ 39 minutes
🧾️ Download transcript
Summary
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Everybody needs money. That's why they call it money. |
| 0:07.0 | From full global headquarters, this is Motley Fool Money. |
| 0:10.0 | It's the Motley Fool Money radio show. I'm Chris Hill joining me this week, |
| 0:22.0 | Senior Analyst Emily Flippen and Jason Moser. Good to see you both. |
| 0:26.0 | Hey, hey, hey. We've got the latest headlines from Wall Street. We'll talk real estate investing |
| 0:31.0 | with Matt Argusinger and as always, we've got a couple of stocks on our radar. |
| 0:35.0 | But we begin this week with Apple's App Store. Apple has struck a deal that will allow |
| 0:40.0 | some app developers to collect payments outside of its app store. |
| 0:45.0 | Some are seeing this as a major concession on Apple's part related to antitrust concerns |
| 0:51.0 | while some in the app community are saying the move does not go far enough. |
| 0:56.0 | Jason, Apple makes a lot of money through that app store. How do you see this? |
| 1:02.0 | They do make a lot of money through that app store. We'll talk about that. |
| 1:06.0 | I'm not surprised by this move. I think I tend to fall into the ladder camp there |
| 1:15.0 | and then maybe it's not really from a developer's perspective. It probably doesn't feel like enough. |
| 1:19.0 | To me, this really does feel like optics more than anything else. |
| 1:23.0 | I don't actually blame Apple for that. It's just where this company is at this point. |
| 1:28.0 | They have to be very sensitive to the fact that they are under the microscope in regard to antitrust |
| 1:34.0 | and for understandable reasons. I think, we look at the numbers. |
| 1:39.0 | We're talking about a company here that does $350 billion in sales and growing. |
| 1:44.0 | There are estimates out there that the app store grossed anywhere from $60 to $70 billion in revenue in 2020. |
| 1:52.0 | It continues to grow. It's fairly modest rate. |
| 1:55.0 | Those estimates were somewhere in the neighborhood of $50 billion in 2019. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from The Motley Fool, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of The Motley Fool and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.

