Dan Gallagher
speaker
617 appearances
15 recordings
1 series
first heard Sep 2017
last heard Nov 2019
Dan Gallagher’s voice in public audio — every appearance, attributed to the second.
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Appearances
They may have stricken a deal with bands for either performances or certain albums.
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But for by and large, you know, they're charging pretty similar prices for access to similar content.
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Yeah.
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And, you know, services is an interesting segment for Apple because it lumps in a lot of things the company does.
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It includes the when people used to buy music from Apple and buy it and download it.
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That's still a business.
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It's much less now that most people are streaming.
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But both of those go into services as well as people who download movies to their phones.
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And then all the apps that we put on our phones, if we pay for that app, that goes through that service.
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And if that app includes a subscription that we're paying every month, that goes through that service, as well as things they're building for businesses.
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So the services segment for Apple is kind of a big hodgepodge mix of a lot of things.
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But music streaming is, based on some estimates I've seen, which makes sense, is it's going to be the fastest growing part of that segment, at least for the next few years.
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Yeah, something around 40%, I guess, over the next few years.
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Not in the sense relative to some other services that are in that service bucket.
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The one analyst I quote in my report estimates the gross margins of Apple Music at around 15%.
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That's in the ballpark with a few other estimates that I've seen.
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And it's also not, Spotify expects to be about 24% this year.
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That's a projection they actually gave before they went public.
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So they're all within that ballpark in the sense that, and music streaming in general is just not that profitable of a business because you have to pay so much to the rights holders, the record labels, the publishers, the artists that have that.
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So yeah, so there's not,
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Showing 461–480 of 617 · page 24 of 31
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