Apple’s AR/VR headset has the potential to succeed where others have not, according to Goldman Sachs analysts. They believe that the headset’s points of differentiation, such as its installed base of billions of device and services users, an established developer ecosystem, and existing 1P content investments, give it the potential to succeed. Goldman Sachs estimates that the headset and related services could contribute $11-$20 billion of annual revenue from F2024-28 and LSD% accretion to net income starting in F2025. The analysts also believe that Apple’s operating system improvements and new MacBooks could help to strengthen the company’s ecosystem and catalyze an upgrade cycle.
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