In the event Apple chooses to unleash News across other platforms, it surely makes sense to port Arcade in the same way. In the short term, maybe not. Particularly if part of its plans involve abandoning its highly profitable search deal with Google, which will shave billions off of its bottom line. And we know the company seeks to push revenue in its services segment higher as that’s what it has said it wants to do.
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We know the company wants to juice TV+ sales as it seeks to transition existing free subscribers to pay. Of course, anticipating an intensification in Apple’s offer around its services packages isn’t particularly far-fetched. It also means the company will be seeking new services it can offer to global audiences, which perhaps is what its recent Primephonic purchase is all about. That means existing services such as Music and TV+ will be mercilessly promoted across platforms Apple now supports.
And one obvious way might be to introduce new services across additional platforms - and to intensify its competitive push into alternative platforms. The thing is, instituting their own payment systems doesn’t make sense for all these apps, prompting the analyst to say that only the “top 10 or so” have the scale, brand, budget, and loyalty to “absorb the friction of circumventing the App Store payments platform."Īt worst, the analysts estimate the move will equate to a 4% reduction in Apple Services revenue for such apps via the App Store.Īpple will certainly want to find some way to claw back such lost income. That’s across entertainment, music, books, and news apps. The cost of Apple’s move to open up for reader apps isn’t huge. Morgan Stanley estimates that the top 50 such apps account for 13% of App Store revenue. In a client note discussing the latest App Store changes provided to me, Morgan Stanley analyst Katy Huberty hints at such a step, writing: “We also see the latest changes as a move by Apple to self-regulate in order to dampen legal/regulatory pressures,” she adds, “and/or to pave the way to becoming more competitive with its own branded reader apps including Apple Music, Apple TV+, and Apple News+.” What is the cost of this change?
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