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"Services" includes Apple TV+, Apple Music, Apple Arcade, Apple News, and iCloud+. I wish Apple broke out the subscriber or revenue numbers for each item in Ser
by joegahona 3y ago
"Services" includes Apple TV+, Apple Music, Apple Arcade, Apple News, and iCloud+. I wish Apple broke out the subscriber or revenue numbers for each item in Services.
- deleted 3y ago[deleted]
- lapcat 3y agoThose may actually be the smaller part of services. Services also include the App Store, AppleCare, and the Google deal to be the default search engine in Safari, which is massive.
- guiltygods 3y agoApple TV+, Apple Music, Apple Arcade, Apple News, and iCloud+ will outpace the Appstore as they gain traction. They just have to ensure that they maintain quality.
- gochi 3y agoThere is no way that happens unless mobile game monetization is so severely regulated that studios switch gears entirely. Remember 70% of revenue of the App Store comes from games.
- PlunderBunny 3y agoDoes services also include the 'protection money' Apple gets from Google to keep Google as the default search provider in Safari? That's worth a few hundred million a year, isn't it?
- lapcat 3y ago> That's worth a few hundred million a year, isn't it? More like $20 billion, perhaps up to 25% of all services revenue. https://www.fool.com/investing/2023/02/21/20-billion-reasons-alphabets-moat-isnt-as-big-as-i/ https://www.fool.com/investing/2023/02/21/20-billion-reasons...
- throw2291 3y ago[dead]
- stochtastic 3y agoIt also includes the Apple One bundle. I wonder if the bundles complicate that breakdown — I certainly never use Apple Music or Arcade, and almost never TV+. Anecdotally, I cannot figure out how to cancel One without losing my iCloud photo library. As soon as I do figure that out, I'll be iCloud only.
- acer589 3y agoYour iCloud Photo Library is just storage. So just sign up for enough iCloud Storage to cover what you have now, and you're good.