Wall Street analysts were, as ever, quick to react as Apple revealed its latest round of results on Wednesday. Many of them focused on the growth in wearables. AppleInsider insider has a nice roundup of what many of the big names had to say.

Cowen and Company: Reiterating its “Outperform” rating on the stock the iPhone business is performing “better than market expectations in the near term.” The iPhone 11 product family “is being received well by consumers and this could drive a re-rating in shares,” the firm suggests, “especially as a potential low-cost SE2 in C1H20 and a 5G iPhone by C4Q20 could be additional catalysts in the coming year.” Rosenblatt Securities: The 1.58% year-on-year revenue increase is “mainly driven by the wearable segment” and primarily from AirPods, Rosenblatt claims, though this is of limited use to the company as it “does not bring much upside to iOS services” at all. “We believe the lack of upside to services from wearables is why the Street gives low multiples to wearable companies.”

As more and more streaming services are announced, a lot of the talk is on the boxset-style series that are available. It is though they will be crucial in attracting subscribers. However, Variety suggests the blockbuster-style might be more important in deciding who wins the streaming wars.

The pressure is only growing on the film front, particularly as Netflix has dramatically increased the quality of its feature offerings. After backing critically maligned productions such as the Will Smith fantasy “Bright,” Netflix’s feature division is overflowing with Oscar contenders this year. The company has generated rave reviews for the likes of Noah Baumbach’s “Marriage Story,” Fernando Meirelles’ “The Two Popes” and Martin Scorsese’s “The Irishman.” That track record, along with its 2017 decision to enlist former Universal executive Scott Stuber to oversee its film division, has made the service a desirable destination for filmmakers looking for a home for their passion projects.