When you’re that big, it’s all a focus. Keeping the growth going is job 1 and you need all cylinders firing to do it.
replyservices are growing 10%+ per year
reply"Services" includes everything from iCloud storage to AppleCare to Apple Card to Apple Music & Apple TV subscriptions.
replyServices growth is only tracking slightly ahead of installed base growth. One theory of Services was that it would grow high-margin business organically alongside the growth of the installed base. More iPhone users => more iCloud subscriptions. Notably, this growth rate is roughly predictable even without ads being a factor.