Apple could crush Netflix, Spotify, and Disney+ with a $25 per month all-inclusive plan
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There’s no doubt that Apple is playing to win. The company has already said that it will offer a year of Apple TV+ for free for anyone who buys a new iPhone, Mac, or iPad this fall, meaning it could easily have 80-100 million subscribers by the new year. That number would put it far ahead of every other service — even though most of those users won’t actually generate revenue for the company until the following year…
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There’s one thing it can do that would be a crushing blow to other companies including Netflix, Amazon, and Disney: an all-in-one subscription.
Here’s the killer bundle: TV+, Music, News+, Arcade, iCloud for one monthly price. Right now, those services cost more than $30, depending on how much iCloud storage you choose, but imagine getting them all for, say, $25 a month. Call it Apple+… Not only does Apple gain incremental revenue with this idea, but it can do so at the expense of its competitors. It’s not only Netflix, Amazon Prime, or Disney+ that should be worried. A plan like this could be entice some people to cancel other services.
In that case, I’d be very worried if I were Spotify.
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