From Hardware to Hybrid: Understanding the Service-Led Revolution in Consumer Tech
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Author:
Geoff Robinson -
Level:
Intermediate to advanced -
Study time:
5 minutes
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Course overview
This video explores how leading consumer tech firms are shifting from hardware-centric models to recurring service revenues. It analyzes the financial, strategic, and valuation implications of this transition, with case studies of Apple, Google, and Amazon, offering investors insights into new business dynamics and emerging analytical challenges.
What's included?
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1 video
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Unlock the future of consumer tech investing with insights into the shift from products to platforms.
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Insights from a #1 ranked data-driven analyst
Who should watch this playlist?
This video is essential viewing for investment analysts, portfolio managers, and tech-focused investors seeking to understand the strategic shift from hardware to recurring revenue in consumer tech. It offers clear insights into evolving business models, valuation impacts, and the emerging metrics needed to assess long-term value in platform-driven ecosystems.
Why TheInvestmentAnalyst.com?
We are the only training house that is able to bring top-ranked analyst experience into your classroom. We buck the trend. Most training businesses recruit junior ex-bankers to become their trainer. Our instructors cut their teeth teaching and then gain senior experience with investment banks.
We believe, you could not be in better hands.
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Geoff Robinson
FCA FMVA MFM
Thought leader, instructor, writer, financial influencer, Former UBS Managing Director and 8x #1 ranked analysts EMEA Institutional Investor Survey
ABOUT Geoff
Geoff has had a varied career. He was a Managing Director within UBS Equity Research, leading their Global Fundamental Analytics franchise. During this time, he was #1, ranked 9x in the EMEA Institutional Investor Survey. Before UBS, he was a material equity investor and LBO co-investor in two market exited training consultancies. Geoff has a passion for learning and is well-known for his ability to break down complex subject matter and distil it to an audience in a digestible and engaging manner. He brings this passion to TheInvestmentAnalyst.com.