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Apple or launch Apple One bundles to boost service income

via:博客园     time:2020/8/16 21:42:43     readed:1145


Apple plans to launch a series of bundles as early as October, according to Bloomberg

It is said that Apple will offer a variety of package options on apple one, which can save more than $2 to $5 a month.

The basic bundle includes Apple Music and Apple TV, most advanced bundles, in addition to the above two, including Apple Arcade、Apple News and iCloud cloud storage functions. Furthermore, the Apple One will be oriented

The report points out that the price of apple one bundled payment is lower than that of affordable subscription, which can allow users to use the complete Apple software service ecosystem at the same time.

Apple shares rose 1.2% to 457 U.S. dollars on Thursday, a record high.

Apple is looking for new growth point, four new services are difficult to choose

Apple has been looking for new growth points.

Just in March 2019, Apple launched four new services: Apple TV ,Apple Arcade,Apple News and Apple Card. But the four subscriptions did not attract users and did not support service income

According to Q3 financial report in fiscal year 2020, Apple's service revenue reached US $13.156 billion, accounting for only 22% of the company's total revenue. Moreover, among the 22%, the four new services mentioned above did not contribute much.

While Cook announced at Apple's earnings conference call after the Q3 that it had reached 550 million subscribers, as noted above, most of the 550 million subscribers were paid for by App Store third-party applications

Foreign media reported earlier that apple thought the four new software subscription services generated revenue is not ideal, or even lower than expected. Coupled with Apple News previous resignation of the head of the business, the New York Times announced its withdrawal from working with Apple, all suggesting the failure of Apple's four new services.

It is said that apple is conducting a strategic reassessment of its subscription service.

Apple One can bring subscription service

With apple facing antitrust scrutiny of App Store app stores in multiple markets, relying on App Store third-party apps to pay for subscriptions is clearly risky. A: Maybe it's Apple Apple One, hope it can be more

Can users buy bundled services?

Some analysts point out that apple one is imitating Amazon's prime. Previously, Amazon's prime member upgrade program in the U.S. bundled free shipping with video streaming and many other software services, charging annual or monthly fees. The plan is the cornerstone of Amazon's success, according to the company.

In addition, in addition to increasing users and increasing revenue, it is more important for apple to enhance Apple's control over the content ecology through apple one.

The Verge report that apple has recently added jump Apple News to macOS beta to force users to use subscription services. Viewing the wall street journal's website, for example, clicking on an article link automatically jumps to the Apple News application interface, forcing users to buy Apple News subscriptions at $9.99 a month, lower than the digital pay package offered on the wall street journal's website, which pays $30 a month.

In the long run, users of iPhones, iPads and Macs will have to subscribe to Apple's own content products to increase the opening rate of system software. By running its own content, Apple may be able to reduce users' use of third-party applications, and its service revenue structure will be healthier.

(this article is the first ti media app, written by Lin Zhijia, part of which is compiled from the public report)

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