据苹果财报显示，截至2024年9月的财年中，苹果总收入达到3910亿美元，净利润则实现937亿美元。尽管流媒体上的亏损并不显眼，但报告称苹果已经降低了对流媒体的投入，从过去几年的每年50亿美元降低至约45亿美元。Since launching its streaming platform in 2019, Apple has spent over 5 billion dollars annually to enhance its content, but surveys indicate it continues to incur losses; Estimated currently, Apple TV+ has around 45 million subscribers, far below Netflix's 0.3 billion users; Although 1 billion dollars is not considered a "large sum" for Apple, the losses have raised investor concerns about its streaming service, and Apple is also facing challenges in AI.
Financial Network reported on March 21 (Editor: Ma Lan) $Apple (AAPL.US)$ A significant amount of effort has been invested in its streaming business; since its launch in 2019, the company reportedly spends over 5 billion dollars each year to enhance its content.
However, due to fierce competition and continuous user attrition, Apple's streaming platform continues to incur losses. According to a report, Apple TV+'s premium subscription service incurs losses exceeding 1 billion dollars annually, but this seems to be a drop in the bucket for Apple.
According to Apple's Earnings Reports, for the fiscal year ending September 2024, Apple's total revenue reached 391 billion dollars, with Net income achieving 93.7 billion dollars. Although the losses in streaming are not prominent, the report states that Apple has reduced its investment in streaming from 5 billion dollars annually in previous years to about 4.5 billion dollars.
Apple TV+ charges a monthly fee of 9.9 dollars and is available in over 100 countries and regions. So far, the industry estimates that Apple TV+ has about 45 million subscribers, while its main competitor Netflix has over 0.3 billion subscribers.
Continuously adjusting.
User attrition is not just an issue for Apple; other media giants are also continuously exploring new methods to prevent users from sharing passwords or abandoning subscription plans, such as removing platform restrictions and bundling their respective content and channels.
Last year, Apple collaborated with $Netflix (NFLX.US)$ and Pay TV service providers$Comcast (CMCSA.US)$to launch a new package called StreamSaver, providing multi-platform content for Comcast users at a price of $15 per month.
At the same time, Apple is also refining its content production; in addition to the earlier Oscar-winning film "Coda," Apple TV+ has also gathered films such as "Flower Moon Killers," "The Ending," and "Wolf," which have mainstream awards or well-known actors.
Apple CEO Cook emphasized during the January Earnings Reports conference call that Apple TV+ productions have received a total of over 2,500 nominations and have won 538 awards.
Santosh Rao, the research director at a Manhattan venture capital firm, previously stated that Apple's streaming service was never intended to be number one; its pursuit is not for traffic but to segment customers and strengthen loyalty while aiming to be a creative storyteller.
However, this still does not change investor concerns about the service, and a survey indicated that streaming is also Apple's only product that has not realized benefits.
In addition, Apple's recent news has been quite disappointing. After the delayed launch of Apple AI, renowned journalist Mark Gurman recently revealed that Apple is undergoing a rare high-level personnel adjustment. This highlights Apple's AI predicament, as the technology is severely lagging behind industry competitors, with almost no signs of catching up.
Editor/rice
