Apple Services are bundled in various tiers of Apple One
New research predicts that the success of the Apple One bundle will lead to Services accounting for more of Apple’s revenue than any other category bar the iPhone.
While analysts are concentrating on iPhone demand declining, and regulatory pressures on Apple only increasing, Counterpoint Research sees a strong future for Apple Services. Specifically, its predictions include Services accounting for 25% of Apple’s total revenue by 2025.
“We know there is risk, but it is early stages right now,” said Counterpoint research director Jeff Fieldhack in a statement. “So, we are not expecting any impact to monetization of the iPhone installed base, at least not in the medium term.”
Describing Apple’s two billion active users as having created a flywheel effect, Counterpoint says that Services such as Apple Music, AppleCare+, and the App Store have seen commensurate growth. Its analysts say that by 2025, the single greatest contributor to Services revenue will be the Apple One bundle.
