Apple’s services division is on the fire. In past financial results, we’ve already seen that nearly 1 in 4 dollars the company is making right now comes from it, and there’s a lot of optimism at Apple about the rate of new subscribers. But there is a detail: Apple only gives the overall turnover and therefore no one can tell if any of these services are performing badly.
Therefore, the question is in the air: what can happen if Apple decides to close some of its services
Closing a service in 2022 is a very, very tricky thing
We can’t know if any of Apple’s services are doing badly, but we can do an exercise in blind deduction (i.e. without supporting data) and think of which one is “least Well”. iCloud+ is cheap and convenient, I don’t think it gives bad numbers. Apple Music and Apple TV+ shouldn’t be too bad either.
Form +? Your numbers may be lower because they are only in English. Arcadian? It must be admitted that only the best known of the brand talk about it. Let’s imagine that one of these two services ends up in the red and that Apple decides to close it
The closure of Fitness+ would be a blow to Apple’s health and fitness strategy with its watch. This would force several reconsiderations, or perhaps a reduction in the price of the service to try to convince more people.
Closing a service would also affect Apple One plans, which would no longer be as attractive
But it’s that even a simple price drop should influence other things, like Apple One plans. If, for example, Fitness+ lowered its price by half, the price of Apple Premium no longer makes sense and should also be lowered
The same should happen if what is closing is Apple Arcade. These 4.99 dollars less per month would also be noted in the Apple One fee, which would lose one of the services that make it up. And in this particular case, Apple should rethink its mobile gaming efforts.
I have no doubt: Apple already has a plan in place in case you need to declare one of its services closed. They’re stored in red folders that no one ever wants to open, but they’re there. And I don’t mean to be prescient, but at some point we can revisit what happened with Ping. Depends on income.