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Apple's Reinvention as a Services Company Starts for Real Monday

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11–20 of 182 posts

Re: Apple's Reinvention as a Services Company Starts for Real Monday

#11

I wonder if now is a good time to short some Netflix stock.

That depends on whether you think Netflix has successfully transitioned into a network. They release a huge amount of original content now. If I had any apple devices, I would be more likely to drop HBONOW or Hulu than Netflix, and since I pay for all three I'm sort of the target audience (except for the whole no iPhone/iPad thing, which is also probably something they should think about).

Re: Apple's Reinvention as a Services Company Starts for Real Monday

#12

> This service will combine stories from newspapers, websites, and magazines into a new tab in the Apple News app on iPhones, iPads, and Macs. > Apple plans to charge about $10 a month. Is it just me, or is there no way this could possibly be worth it? Hacker News and Reddit already combine stories from newspapers and websites, and they do it for free. I have a hard time believing that a managed source selected from…

IIRC It includes access to paywalled articles, at a substantial discount to buying a subscription to each paywall separately.

It does but not the post or the times so pretty bad deal for us news.

Re: Apple's Reinvention as a Services Company Starts for Real Monday

#13
if Apple combines Music, News and TV subscriptions into one payment that's competitive with sum of those subscriptions it's huge! I would probably drop Spotify and get Apple Music if I can save me money and give me more access to content. Uh, if it works with their Family Sharing plans it would be golden!

Re: Apple's Reinvention as a Services Company Starts for Real Monday

#14
post #10

> The company would collect these monthly fees, then divide up the revenue between developers based on how much time users spend playing their games Sounds terrible for short indie games and good for long grindy games. That's not a future I want for my gaming. Not that I am an apple customer in the first place but hopefully this won't affect what is delivered on the other platforms.

Well technically it takes less time and tesources to develop a short indie game vs a long game, so it’s reasonable that they will get more money. Also If a long game is boring nobody will play it longer than it’s worth

Re: Apple's Reinvention as a Services Company Starts for Real Monday

#15

Earlier quoted context omitted.

IIRC It includes access to paywalled articles, at a substantial discount to buying a subscription to each paywall separately.

It does but not the post or the times so pretty bad deal for us news.

Looking at the lineup they will be killing it in the Fox news demographics which is also heavily skewed towards apple devices anyways.

Re: Apple's Reinvention as a Services Company Starts for Real Monday

#16
post #11

I wonder if now is a good time to short some Netflix stock.

That depends on whether you think Netflix has successfully transitioned into a network. They release a huge amount of original content now. If I had any apple devices , I would be more likely to drop HBONOW or Hulu than Netflix, and since I pay for all three I'm sort of the target audience (except for the whole no iPhone/iPad thing, which is also probably something they should think about).

A lot of my friends and family are ready to give up their Netflix subs. We've seen most of what interests us. Apple on the other hand has unlimited supplies of money and more power to make deals with content providers.

Re: Apple's Reinvention as a Services Company Starts for Real Monday

#17

Earlier quoted context omitted.

IIRC It includes access to paywalled articles, at a substantial discount to buying a subscription to each paywall separately.

It does but not the post or the times so pretty bad deal for us news.

Assuming people actually care that their news comes from NYT and WaPo. I’m not sure that’s the case outside of the chattering classes.

Re: Apple's Reinvention as a Services Company Starts for Real Monday

#18

> This service will combine stories from newspapers, websites, and magazines into a new tab in the Apple News app on iPhones, iPads, and Macs. > Apple plans to charge about $10 a month. Is it just me, or is there no way this could possibly be worth it? Hacker News and Reddit already combine stories from newspapers and websites, and they do it for free. I have a hard time believing that a managed source selected from…

I'm not sanguine on their future, but I'll wish them luck.

Text based media is not like movies, music, or video games. Especially when that text is at once fungible and quickly expiring.

Re: Apple's Reinvention as a Services Company Starts for Real Monday

#19
I continue to wonder why they don't have or push iPhone as a Services ( The iPhone Upgrade Programme ) and continue to rely on mostly Carriers for Financing.

By offering iPhone up to a 4 years terms and bundled with AppleCare+ Thief and Loss and iCloud Backup. With Optional Apple Music, Apple News Magazine, Apple TV and Apple Game. All paid via an Apple Branded Credit Card within Apple Pay backed by Goldman Sachs.

You could have the iPhone Services starting at ~$35/Month even for an iPhone XS Max. If you add up all the other "Services" pack. That is roughly $75/month for the Full Apple Experience.

~$40 to even $100 a month is affordable to a lot of people. And my guess this could be part of the reason why Apple has been pushing the prices of iPhone.

There is another advantage to Apple, this strategy requires huge cash flow and can not be easily copied by its competitor. Apple would be effectively trading its immediate return of cash from selling product for long term customer lock in.

Re: Apple's Reinvention as a Services Company Starts for Real Monday

#20
post #10

> The company would collect these monthly fees, then divide up the revenue between developers based on how much time users spend playing their games Sounds terrible for short indie games and good for long grindy games. That's not a future I want for my gaming. Not that I am an apple customer in the first place but hopefully this won't affect what is delivered on the other platforms.

> Sounds terrible for short indie games and good for long grindy games.

What would be a good system to determine a fair amount between games when a user is paying a fixed amount per month for all games?

You could ask for ratings (e.g. overall, originality) but these will be a lot more nuanced than time spent. You could ask users what split between games they think is fair (feels like a lot to ask especially if you're playing a lot of games).

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