“Alexa is a competitor to Siri. Apple made an attempt to take on the Echo with its own HomePod speaker, so quickly partnering with Amazon felt like an admission by Apple that it can’t generate the kind of momentum in the home that Alexa has captured”https://www.cnbc.com/2019/01/09/apple-walled-garden-starting-to-show-cracks.html …
-
-
Replying to @BrianRoemmele
I think it as the right strategy but the timing is odd. They appear to be keeping their vertical strategy with their unique services but expanding their horizontal strategy with commodity services, such as video and music.
1 reply 0 retweets 1 like -
Replying to @jdanielcook
Daniel, Indeed. It is important to understand that Apple Music streaming service is a net loss to Apple. Every song that is played is a residual paid to the artist. Thus if one were to pay $9-$14 per month and use Apple Music aggressively and not buy an Apple device = Big Loss.
2 replies 0 retweets 1 like -
Replying to @BrianRoemmele @jdanielcook
I don’t think an echo buyer is a HomePod buyer. They are not the same market.
2 replies 0 retweets 2 likes -
Replying to @sanatpatel @jdanielcook
Sanat, indeed, I fully agree. Than what material value does Apple Music on Echo offer Apple. It is a net loss and does not expand “services” value significantly and does not expand material hardware sales. There is ample free or less costly music on Echo. It all sounds the same.
2 replies 0 retweets 1 like -
Replying to @BrianRoemmele @sanatpatel
I think the risk is to their incoming Video service. If people move away from Apple Music, they are much less likely to buy Apple Video.
1 reply 0 retweets 0 likes -
Replying to @jdanielcook @sanatpatel
Daniel, remember, just about all Echo users get free Prime music from Amazon. How much true value is Apple gaining for users, especially if every song they stream cost Apple. Thus it is a net loss not really a net gain.
1 reply 0 retweets 1 like -
Replying to @BrianRoemmele @sanatpatel
Does Apple lose value if their customer cancels Music for another service? I think they are seeing more people move into Amazon's ecosystem for both Video and Music. The Prime selection isn't that large so some are probably switching.
1 reply 0 retweets 1 like -
I don't think this will lead to any more users, and I agree Apple would lose money if it did. I think their hope is in the Video service covering that possible loss. For it to thrive it must be everywhere.
1 reply 0 retweets 1 like
Daniel, indeed. I agree. Aquagmire that I think requires a much longer vision. If your content is not exclusive to your platform, even if Apple Acquires Disney, etc it would still require the loss. The reason for the movie and music is for hardware sales. Only way maths work here
-
-
Replying to @BrianRoemmele @sanatpatel
Which hardware? IPhone and AirPods or specifically HomePod?
1 reply 0 retweets 1 like -
Replying to @jdanielcook @sanatpatel
Daniel, all of the above. Services are ultimately a commodity. Ingenuity is a reality. Apple must not trade in a commodity space. There is no end win.
1 reply 0 retweets 1 like - 5 more replies
New conversation -
Loading seems to be taking a while.
Twitter may be over capacity or experiencing a momentary hiccup. Try again or visit Twitter Status for more information.