100 million Apple News readers

And other nice round numbers from spaceship Apple.

From “Apple rings in new era of Services following landmark year” posted in the Newsroom:

  • The App Store is the world’s safest and most vibrant app marketplace, with over half a billion people visiting each week… App Store customers spent a record $1.42 billion between Christmas Eve and New Year’s Eve, a 16 percent increase over last year, and $386 million on New Year’s Day 2020 alone, a 20 percent increase over last year and a new single-day record.
  • Apple Music is the most complete music experience, offering over 60 million songs and world class music experts and tastemakers curating thousands of playlists and daily selections in 115 countries
  • Apple TV+ is the home of Apple Originals from the world’s greatest storytellers, including “The Morning Show,” “Dickinson,” “For All Mankind,” “See” and “Servant.” Apple TV+ made history as the first streaming platform to receive multiple Golden Globe and Screen Actors Guild nominations in its launch year, and is the first and only streaming service to debut instantly in over 100 countries and regions.
  • Apple Arcade is a groundbreaking game subscription service within the App Store, offering users unlimited access to the entire catalog of 100+ new, exclusive games, all playable across iPhone, iPad, iPod touch, Mac and Apple TV. Apple Arcade features award-winning titles such as “Sayonara Wild Hearts,” “Assemble with Care” and “Mini Motorways,” and throughout 2020, the service will add new games and expansions every month.
  • Apple News draws over 100 million monthly active users in the US, UK, Australia and Canada and has revolutionized how users access news from all their favorite sources.

My take: Now that Wall Street is listening, Apple has started to hone its Services messaging.

8 Comments

  1. Gregg Thurman said:
    100 million Apple News readers? That’s only 20% of App Store visitors and about 12% of iPhone users in just 3 months. Extend that to the rest of Apple’s Services business.

    Frankly, I think Services is worth half of Apple’s valuation, maybe not today, but certainly within 2 – 3 years.

    2
    January 8, 2020
    • Aaron Belich said:
      ? Apple News + has been available since March of last year, a bit more than three months. But is that 100 million subscribers to Apple News+? Or just users of Apple News.

      1
      January 8, 2020
    • Jerry Doyle said:
      @Gregg Thurman: Is that 100 million subscribers to Apple News+? I didn’t understand if it were 100 million visitors reading Apple News or paid subscribers with Apple News+.

      2
      January 8, 2020
      • That’s 100 million free Apple News readers. The company did not disclose the number of Apple News+ subscribers.

        4
        January 8, 2020
        • Gregg Thurman said:
          Thanks for the clarification

          1
          January 8, 2020
        • Dan Scropos said:
          Yes, thanks for clarifying. Either way, no matter how you slice it, readers=revenue in some capacity. Staggering numbers for a 9 month old platform.

          0
          January 8, 2020
        • Grady Campbell said:
          My opinion is that Apple News is great; I read it most days (a few too many marginal sources but that’s how new sources are discovered). I would pay for Apple News as it is but the added value of Apple News+ over Apple News is not that great. (I do subscribe to Wash. Post which sends a lot to Apple News and NYTimes which does not.)

          0
          January 8, 2020
  2. Fred Stein said:
    If Wall Street is really listening, they can start talking about Arcade. Arcade appeals to the Apple’s youngest user base, from about 5 years old and up.

    Arcade has a long way to go, meaning it’s tiny now with great long term potential. It’s another example of why Wall Street still underestimates Apple. Wall Street cannot see the good stuff until it’s blindingly obvious.

    6
    January 8, 2020

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