Take the turnover achieved in the “services” category by Apple and increase it by 36%, you will obtain a record growth of 8.2 billion dollars which would be reached in 2025. That is approximately7.84 billion eurosat the current exchange rate, which would then continue to represent the second most profitable sector for the Apple brand just behind the sale of iPhone ($97.3 billion in the first quarter of 2022).
This shocking number comes from an estimate signedSamik Chatterjee, one of the leading analysts at the famous investment bank JP Morgan. It takes into account two key platforms of the west coast company: Apple Arcade, which would then have 70 million customers (for 1.2 billion dollars) and Apple Music, with potentially 110 million subscribers (for 7 billion dollars). dollars) still behind Spotify.
Additional offers
Several reasons could explain this crazy growth, starting with thebundle Apple Onewhich allows for a reduced cost to access several Apple services at the same time with a single subscription. The “Individual” pack (Apple Music, Apple TV+, Apple Arcade, 50 GB on iCloud+) is therefore billed at 14.95 euros while the “Family” pack (with an additional 150 GB on iCloud+) is worth 19.95 euros per month compared to 28.95 euros per month for the “Premium” pack. The latter increases online storage to 2 TB with the added bonus of unlimited Fitness+ sports classes.
A second factor is also hidden in the promotion that Apple can make of these paid services via its own native apps on the iPhone. It is therefore not uncommon to see in-house advertisements on TV or on the App Store, which attracts the attention of legislators. Indeed, in Europe as in the United States, some see it as an actanti-competitivewhich must be regulated and could therefore in theory cause Cupertino to lose a tidy sum. To find out more and understand the issues surrounding this issue, do not hesitate to consultour article on the Digital Markets Act.
The market is on the rise
The crisis? Very little for Chatterjee, who believes that the global gaming sector will weigh360 billion dollars in 2028, compared to 55 billion for music streaming. These numbers are again very encouraging for Apple, especially when we know that the JP Morgan researcher is one of the most reliable internationally. He rubs shoulders with other stars like Ming-Chi Kuo or Mark Gurman, who are more focused on product releases.
