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Tim Culpan

Apple Needs to Take the Shackles Off Its Wearables

There’s a lesson to be learned from its iPod strategy two decades ago.

Android users like wearable devices, too.

Android users like wearable devices, too.

Photographer: David Paul Morris/Bloomberg

There are two key takeaways from the earnings that Apple Inc. reported on Tuesday: IPhones still matter, and wearables are big.

On the surface, it would appear that investors can bet on the continuing success of Apple Watch and the surging popularity of AirPods Pro to take up the slack left by declining iPhone revenue. From there, money from services including music, content and apps should just keep rolling in.