Igor's call, in full

While Philips struggles to grow a $19 billion health business at 1 to 3 percent, Apple is quietly building a health empire from your wrist and your ears, with no hospital in sight. I call it Apple Stealth Care. I forecast Apple Health jumps from $15 billion in 2025 to $150 billion in annual revenue by 2030, a tenfold rise. Today it is only about 4 percent of Apple's total, which is exactly why almost nobody is pricing it. The engine is medical-grade sensors, ECG, blood oxygen, soon glucose and blood pressure, feeding the world's most trusted opt-in health data vault, wrapped in Fitness+, Sleep, and Mindfulness. For scale: Apple booked $391 billion in FY2024 revenue. Health becomes a pillar of the business model, not a gadget line.

Adjacent calls

The global longevity economy, products and services for people over 50, reaches $20 trillion annually by 2030.On trackLive sports grows into a $10 trillion attention economy by 2050.On trackThe big 5 agency networks will be hollowed out by 2030. On track

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