Mark Gurman: Apple has little to lose putting Apple TV+ on Android

From Gurman’s latest Power On column, mailed Sunday to Bloomberg.com subscribers:

Last year, Apple added a new page to its website called “Only on Apple” to tout its growing range of online services. That includes Apple TV+, Arcade, Fitness+ and iCloud.

The “Only on Apple” phrasing—instead of something like “Services”—is a not-so-subtle reminder that you can generally only get these services if you own Apple hardware. (And to be fair, most people probably wouldn’t know what “services” means in this context.). But I think the reality is that most people aren’t buying Apple hardware in order to get access to Apple Podcasts, Apple News+ and iCloud.

With that in mind, I would argue that Apple has little to lose—and a lot to gain—by expanding its services to Android.

Apple has been reluctant to take such a step because a faction within the company believes that it might harm iPhone sales. I think the opposite is true. Putting services on Android would expose more people to the Apple brand and generate revenue from a platform with billions of users. If those users like what they see, they may decide to buy Apple hardware.

My take: Gurman keeps tossing ideas to Apple management hoping something will stick. Interesting, though, to think of factions within the company pushing for this or that marketing strategy.

8 Comments

  1. Tommo_UK said:
    Does Gurman ever shut up? Can’t he just put out a weekly newsletter?
    Or a blog -named “Gurman 1.0” perhaps?

    2
    March 27, 2022
    • Robert Paul Leitao said:
      Thank you, Tommo! I find more relevant ideas offered on the Apple 3.0 blog, in the comment section and in conversations in the Apple 3.0 Slack group. To start, there’s less presumptuousness and more informed insights.

      0
      March 27, 2022
  2. David Emery said:
    It seems to me from a long distance that “factions within the company pushing…” is what Steve Jobs wanted. Enough internal debate to allow good ideas to grow and get discussed. But of course that was always balanced by Jobs’ own ability to say “No!” to most of them, and then concentrate on the few that got “Yes!”.

    If legislation refactors the ‘ecosystem business’ then I would expect Apple to look for ways to take advantage of this. Could you imagine, for example, a “curated App Store on Android, including a uniform way to manage and cancel subscriptions?”

    1
    March 27, 2022
    • Tommo_UK said:
      Sadly I think this is wishful thinking David. There are elements within Apple that have undoubtedly lost their way over the last few years and gone a bit rogue in my opinion, opening the company up to legislative risk unimaginable in previous decades.

      1
      March 27, 2022
  3. Michael Goldfeder said:
    How about Nike agrees to put their swoosh logo on PF Flyers? You want the Apple experience buy an Apple product.

    1
    March 27, 2022
  4. Robert Paul Leitao said:
    There are just some people that want the “Apple experience” but don’t want to invest in a relationship with the company. It’s like those who want to binge watch Netflix as long as it’s a “borrowed” user name and pass code. Most things in life are not “free.” Those of us who work for a living expect to get paid for our dedicated effort. Many of life’s experiences are more fulfilling when we personally invest in the endeavor.

    3
    March 27, 2022
    • Robert Paul Leitao said:
      Roger: That’s correct. Apple TV+ content is available to just about anyone through the Apple TV web site. In other words, access to Apple TV+ content is not exclusive to owners of Apple-branded devices.

      0
      March 27, 2022

Leave a Reply