700,000,000 paid subscriptions is the craziest metric in tech. That’s an absolutely insane amount of people paying Apple one way or another as opposed to being free users and just seeing ads
I wonder how Apple counts family subscriptions. I have several accounts, but only one subscription...
- Apple Music is the only streaming service that has lossless, high sample rate music and international radio stations.
- Apple News is the only service providing "all you can eat" magazine subscriptions.
- Apple TV is the only service that has its unique style of content i.e. movie quality production values.
They do have unique offerings that other companies aren't providing whether advertising supported or not.
Am I missing something? What about Disney+ and (some) Netflix shows? The Mandalorian and the Marvel shows have movie budgets.
I have't tried other services, so I cannot comment. Although, Apple Music seems to be a disaster: https://www.youtube.com/watch?v=gE8ZikfrpFU
Not true. I've personally worked on the Gymkit integration another very well known at-home service uses and they're not alone.
> Apple Music is the only streaming service that has lossless, high sample rate music and international radio stations.
That's a strange specific qualification... Like saying it's the only red car with exactly 23.4034 gallons of fuel in it in the parking lot.
By that logic Tidal is the only streaming service that has lossless, high sample rate music and supports MQA?
> Apple News is the only service providing "all you can eat" magazine subscriptions
Nope. https://www.magzter.com/magztergold https://us.readly.com/
> Apple TV is the only service that has its unique style of content i.e. movie quality production values.
W... what? I don't even know how/why you'd quantify this, but Apple TV is not the only Apple TV. Or rather, Apple TV is not the only Netflix...
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If anything what your comment is doing is exposing why Apple is so ridiculously dominant when they dip their toes in anything.
Apple Music for example, had features no other app could have for years, like Siri integration (which didn't open up until Apple Music was well cemented)
So it didn't matter if the selection sucked, they could shove it down people's throats until it had traction.
Likewise, Gymkit is an absolute bear to integrate. It's not like integrating an SDK, Apple is practically entering a business agreement with you, and they have full power to stop your launch over icons not looking the way they want.
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All that being said, I use an iPhone, I accept the Faustian bargain, but let's call a spade a spade. Nothing about Apple's subscriptions is unique, if anything they're all kind of second place to other services... until you sprinkle in the insanely tight integration they have with the OS.
Apple Fitness+ is a service that provides videos about exercises you can do without equipment, synced to and from HealthKit.
These are not one and the same.
I said what I said.
An in-home fitness service using Gymkit to provide deep integration with streamed workouts.
Their non-equipment workouts work with Healthkit, but to have parity you need Gymkit too since Apple Fitness is not just about equipment-less workouts:
https://www.apple.com/apple-fitness-plus/equipment/
To that end it's more deeply integrated than Apple Fitness since Apple Fitness streaming content needs to target any Gymkit enabled (or really any hardware period) hardware of a given type with all the variation that entails.
This company is customizing the stream for a handful of Gymkit enabled devices which gives them more control over the workout experience
The comparison is certainly apples to oranges; just throwing it out there that 700M across a range of consumer offerings isn’t that crazy when a single business product can reach 300M.
There is no program called Office.exe. Microsoft Office is not a single business product; it is a suite of products.
A product is not necessarily a program (an executable).
A suite can be a product too, and you can absolutely sell a suite as a single SKU.
In fact that's exactly what MS does 90% of the time, and it even used to sell it in shrink-wrapped box form.
Whereas Apple built their 700M from nowhere (near bankcrupt sub-2% market share in 1997, starting building their subscription offering past 2007, and more seriously, past 2012 or so).
Word is more debatable. Yes, if you use it just for taking notes or something, the alternatives are fine.
But if you want to make a nice-looking document, Word is still just a lot better. I've never seen a fantastic Google Doc, for example, even that my company's designers have worked on.
And LibreOffice is another, older generation of UI/UX that is far behind Office at this point.
No wonder why they are creating Apple One, they want to convert those 700M subscribers into higher paying account.
If you really drill into all the different numbers they release over time as investment / corporate strategy analyst you can get a pretty reasonable mix on revenue streams this size.
I don't dig in on Apple as I'm a B2B focused person so speculating a bit here based on parallel experience.