'New iPads are coming!' or so the rumor goes, but we'll need much more for AAPL stock to keep pushing north
By Hilary Kramer
On the top line, 70% of AAPL is phones. Barely 7% of the company’s revenue comes from tablet computing, and that piece of the overall footprint has actually shrunk as media and other services push it aside.
The iTunes/ApplePay/AppleCare ecosystem now plays a bigger role in the sum of the parts than all the iPads put together.
And while the service side is growing at a healthy 18%-26% per year, high-end tablet manufacturers like AAPL have struggled to hang onto the sweetest slice of a declining global market.
Source: Game Changers
http://investorplace.com/2017/03/apple- ... M07nfl96M8