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Comment by joegahona | Hacker News Reader

"Services" includes Apple TV+, Apple Music, Apple Arcade, Apple News, and iCloud+. I wish Apple broke out the subscriber or revenue numbers for each item in Services.

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Does services also include the 'protection money' Apple gets from Google to keep Google as the default search provider in Safari? That's worth a few hundred million a year, isn't it?

> That's worth a few hundred million a year, isn't it?

More like $20 billion, perhaps up to 25% of all services revenue. https://www.fool.com/investing/2023/02/21/20-billion-reasons...

It also includes the Apple One bundle. I wonder if the bundles complicate that breakdown — I certainly never use Apple Music or Arcade, and almost never TV+.

Anecdotally, I cannot figure out how to cancel One without losing my iCloud photo library. As soon as I do figure that out, I'll be iCloud only.

Your iCloud Photo Library is just storage. So just sign up for enough iCloud Storage to cover what you have now, and you're good.

Those may actually be the smaller part of services.

Services also include the App Store, AppleCare, and the Google deal to be the default search engine in Safari, which is massive.

Apple TV+, Apple Music, Apple Arcade, Apple News, and iCloud+ will outpace the Appstore as they gain traction. They just have to ensure that they maintain quality.

There is no way that happens unless mobile game monetization is so severely regulated that studios switch gears entirely. Remember 70% of revenue of the App Store comes from games.

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