>It may be that I fail to understand Apples US reach, but I don't see that owning an iPhone makes customers stay with in the Apple ecosystem. I would be surpris

>It may be that I fail to understand Apples US reach, but I don't see that owning an iPhone makes customers stay with in the Apple ecosystem. I would be surprised if even 25% of Apples iPhone customers have an existing subscription to an Apple service. Here’s a short list of some of the things that may keep someone on apple. Most people don’t use most of them. But even having 1-2 may keep someone. * apple watch * apple health data * iCloud photo libraries (sharing with family etc) * imessage * certain apps only on ios/mac * privacy * apple music * itunes music library * now, apple news, apple arcade, apple card * airdrop * airpods * integration between iphone, ipad, apple watch, mac, etc Apple has about 50% us market share, so a lot of those involve social or family ties. Outside the us these are less important: most people in Europe use whatsapp for example, negating imessage. But the point is, for each of those bullets, there’s somechunk of people who are deeply invested in it. It csn be a bit hard to imagine on the outside, because most non-apple services are cross platform. But imagine if you couldn’t use gmail, youtube, netflix etc when switching from android to iphone. It would make you think a lot harder about the choice. These aren’t great examples because they’re more important than the apple services, it’s just to illustrate the idea: if you leave the apple ecosystem, there will be things important to you that you can no longer do. More prosaic android examples would be things such as homescreen customization, better notification management, etc. anyone switching from android has to give those up, and they help prevent switching from android to apple.