The most impressive product that the company could release this autumn is not a new version of the iPhone or Apple Watch for Apple’s investors. Perhaps, It is a bundle that tie some of the company’s subscription services together and give users with a discount for subscribing to more than one at the same time.
Apple has not confirmed “Apple One,” the suggested name for the bundle, but technology blog 9to5Google found code in the Apple Music Android app earlier this week suggesting that the iPhone maker will tie its music service to other subscriptions it offers, like Apple TV+, Apple Arcade, and iCloud storage.
If Apple One launches this fall, Wall Street investors and analysts will be happy. An Apple bundle has been on investor wish lists for years.
“We have long argued that bundling services is a unique tool that Apple has at its disposal,” Morgan Stanley analyst Katy Huberty wrote in an August note.
The theory is that an Apple bundle will anchor Apple’s burgeoning services business. It also increases the number of subscribers, and complete the perspective shift from Apple. As a hardware maker dependent on annual iPhone refreshes to a technology and software company with several lines of recurring revenue and a self-reinforcing ecosystem. And also potentially driving the stock price up without having to increase product sales or prices dramatically.
Huberty wrote that an Apple bundle could differentiate Apple’s services. There is boost subscribers for Apple’s less popular services. the second is integrate with Apple Pay and Apple Card. And the last not least lock customers into the Apple ecosystem. Apple has set a target for 600 million subscribers by the end of 2020. It is including subscribers to App Store apps, Huberty writes. And also a bundle would help it hit and exceed that target.
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source: CNBC
