Thanks To EU, After USB-C iPhones Will Support RCS In 2024: Here's What It Means For 'Green Bubbles'
Portfolio Pulse from Rounak Jain
Apple Inc. (AAPL) has announced that iPhones will support RCS (Rich Communications Services) by 2024, in response to pressure from Google and EU regulators. RCS will enhance messaging features between Android and iPhone users but will not replace iMessage or change the 'Green vs Blue' bubble dynamic. Alphabet Inc.'s Google (GOOG, GOOGL), along with Vodafone Group Plc. (VOD) and Deutsche Telekom AG (DTEGF), had lobbied the EU for interoperability, which is now being addressed by Apple.
November 17, 2023 | 6:49 am
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NEUTRAL IMPACT
Apple's decision to support RCS by 2024 may improve user experience and compliance with EU regulations, potentially maintaining or increasing iPhone's appeal.
While the addition of RCS support is a positive step towards interoperability, it is unlikely to significantly impact Apple's stock in the short term as it does not fundamentally change the core functionality or appeal of iPhones.
CONFIDENCE 75
IMPORTANCE 60
RELEVANCE 80
NEUTRAL IMPACT
Deutsche Telekom's involvement in the EU lobbying for iPhone RCS support may improve service interoperability but is unlikely to have a significant short-term impact on its stock.
Deutsche Telekom's participation in the lobbying effort for RCS support on iPhones is more about regulatory compliance and customer experience than a direct financial impact.
CONFIDENCE 65
IMPORTANCE 30
RELEVANCE 30
NEUTRAL IMPACT
Google's campaign for RCS support on iPhones has succeeded, which may slightly improve the Android user experience but is unlikely to significantly impact Google's stock.
Google's success in lobbying for RCS support on iPhones is a minor victory for Android interoperability but does not directly affect Google's core business or revenue streams.
CONFIDENCE 70
IMPORTANCE 40
RELEVANCE 50
NEUTRAL IMPACT
Google's campaign for RCS support on iPhones has succeeded, which may slightly improve the Android user experience but is unlikely to significantly impact Google's stock.
Google's success in lobbying for RCS support on iPhones is a minor victory for Android interoperability but does not directly affect Google's core business or revenue streams.
CONFIDENCE 70
IMPORTANCE 40
RELEVANCE 50
NEUTRAL IMPACT
Vodafone's collaboration with Google and other telecoms to lobby the EU for messaging interoperability may benefit its customers but is unlikely to have a significant short-term impact on its stock.
Vodafone's involvement in the push for RCS support is part of a larger industry effort and does not directly drive its financial performance or stock price in the short term.
CONFIDENCE 65
IMPORTANCE 30
RELEVANCE 30