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

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

#93
post #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. Yo…

AAPL has to report quarterly revenues, or 4 times a year. Time will come for what you said in due time. Apple is valued close to a $ trillion so growth must be in double digits or else.

Apple will look to replace with its own version, whatever is making money in its App store. Like Google did and is doing by keeping clicks to ads or Google services.

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

#94

Perhaps I'm overly critical, but I find most paywalled journalism (let alone non-paywalled) to be low-quality. I had a subscription to The Information, and while I initially found their journalism to be high-quality, I eventually realized this perception was strongly shaped by my experience of pervasive low-quality journalism elsewhere. I cancelled my subscription because while The Information was better than pretty…

I pay for The Times and find them quite good. I agree and disagree with their columnists in equal measure, but I see them as honest(ly trying). The Economist, on the other hand, I’ve ditched after many years. Not worth it anymore.

Tech news I don’t pay for and don’t expect I ever will (LWN excluded, I’ve been a paying member for years). Majority have no idea what they are talking about anymore and are just holding on for dear life in this ever changing landscape (like most Apple bloggers, for example).

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

#95
post #37

Brilliant and the only thing left, short of another iPhone reinvention miracle (not likely for a while.) Many of us have 10 year old PCs that do 100% of the things we need, smartphones are going that way too. So milk the ecosystem.

So rent seeking is brilliant?

So selling a phone that costs $200 for $800 is brilliant?

--Yeah. Brilliant in the money making way. (Ethics we can debate tomorrow, until the cows come home.)

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

#96
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.

Seems to be focused on iPhone games which is already dominated by the freemium model. Maybe they'll offer some kind of "season pass" that gives you some daily amount of MTX currency for every game that supports it.

I agree, it doesn't seem feasible for narrative driven games.

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

#97
post #3

Earlier quoted context omitted.

Yes, both Netflix and Spotify are in a tough position where their rivals (Apple and Amazon) have a much larger war chest to chip away at the market leaders of both movies and music streaming.

Spotify is in a much worse competitive position than Netflix. Nothing separates Spotify from Apple Music. Any competitor can license music from all of the music providers. There is no reason for most people to keep both Spotify and Apple Music. Netflix has spent years negotiating TV rights to third party content and releasing its own. Apple has a long way to go.

> _Nothing separates Spotify from Apple Music._

Does Apple Music have something similar (or as good as) Spotify Discover? That's a differentiator for sure.

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

#98
post #28

I had the hardest time parsing the title. For a moment I thought it was talking about a new company, from apple, specialized in digital transformation or similar (“Reinvention as a Service”)

Which is why journalists and copy editors shouldn't remove "on" before every occurrence of a weekday.

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

#99
post #90
post #83

To me, the clear indication that they're serious about this transition to services will be making them available on third-party devices. Android has ~55% market share in the US, and >80% globally. Roku has 35% of the smart TV market (through both their dedicated devices and TV integrations), Apple has ~15%. A video streaming service that's only available on iOS and Apple TV will be inevitably niche, and no real compe…

"To me, the clear indication that they're serious about this transition to services will be making them available on third-party devices" This just happened: "Apple is putting iTunes on Samsung TVs" - https://www.theverge.com/2019/1/6/18170797/samsung-2019-tvs-...

> This just happened:

Yep! Other examples include the Apple Music service and the AirPlay 2 protocol, both of which are available on multiple non-Apple platforms.

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

#100
post #83

To me, the clear indication that they're serious about this transition to services will be making them available on third-party devices. Android has ~55% market share in the US, and >80% globally. Roku has 35% of the smart TV market (through both their dedicated devices and TV integrations), Apple has ~15%. A video streaming service that's only available on iOS and Apple TV will be inevitably niche, and no real compe…

Apple Music is available on Android, so I suspect any video service would be too.
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