According to Wamsi Mohan, analyst at Bank of America, Apple could garner no less than $5.3 billion in advertising revenue over the period from September 2021 to September 2022. A figure that could climb to$9.8 billiontwo years later (almost equivalent conversion into euros) and mainly from ads on the App Store.
If you don't know what it is, the principle is the same as onGoogle. When you search for an app in the Apple library, promotional inserts may highlight similar content. Brands pay to challenge you in this way, while Apple also takes the opportunity to position itself but for free, which also tends to worry legislators for the sake of competition.
Services before products
Mohan goes even further in his estimates and judges that Apple could reach 20 billion in advertising revenue by 2026. An ascent which would be greatly facilitated by a newdedicated platformsimilar to Facebook's Business Manager, even if no leak about it has yet reached us.
This information makes sense at a time when 20% of Apple's revenues now come from services, according toits latest financial results published at the end of April. Within this category, we also find insurance against AppleCare+ screen breakage, the Apple One offer (Apple TV+, Apple Arcade, iCloud+, Apple Fitness+ and Apple Music) or even the rental of equipment to repair your iPhone. For comparison, these mobiles are the main vector of turnover for Tim Cook's firm with 52% of the pie. Macs complete the podium (11%), ahead of wearables (9%) and touchscreen tablets (8%).
Beware of confidentiality
Beyondregulatorswhich risk slowing down the progress of Cupertino withle Digital Markets ActHowever, consumers are very skeptical about personal data issues. This information is essential to offer quality targeting to advertisers, but the group ensures that it is anonymized as best as possible in order to protect our privacy.
The developers, for their part,continue to generate more revenue on iOS than on Androidand should therefore greatly benefit from this strategy in the future…
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By : Keleops AG
