You are on page 1of 2

Apple is uniquely positioned for major growth in several

verticals. And, given proper motivation, Apple can grow into a


more diversified, sustainable business.

. Expanding Apple Music

Apple Music has been one of the largest contributors to the


growth in Apple’s services revenue. But it isn’t only about the
revenue. This growth allows Apple to pour resources into the
platform, including original content. And with a $3.2B per year
budget, Apple can start to get creative because Apple Music
doesn’t need to make money right away. Apple has more cash
than it can count.

And of course, with such a high degree of use and importance


(and control) in consumers’ lives, WeChat is an incredibly
valuable, profitable product/platform.

iMessage should try to follow suit.

WeChat is owned by Chinese internet giant Tencent, a massive


conglomeration with a market cap of $543B (more than
Facebook). And while WeChat’s revenue and profit numbers are
not public, as of August 2015 it was valued at ~$83B, ½ of
Tencent’s total market cap. This implies WeChat, a messaging
app may be worth over $271B today
Apple Music will play an enormous role in the future of the
company. Pandora could be an interesting pick up for them.
Pandora, the most used music streaming service (free version),
has a market cap of only $1.13B. he other interesting player here
would be SoundCloud,

You might also like