分析師聲稱,Apple Music的價值可能高達200億美元

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  • 分析師聲稱,Apple Music的價值可能高達200億美元

      201908/0205:10

    ◎財經新聞網站Barrons的報導顯示,如果Apple公司被迫分拆以遵守反托拉斯相關規定,Apple Music的價值可能超過Spotify的一半。到目前為止,關於Apple公司對自己的音樂串流媒體服務提供優於競爭對手的投訴,引發了更傾向於改革該公司的App Store政策,而不是強迫它分拆Apple Music。

    ◎Evercore ISI分析師Amit Daryanani的說明提供了一些值得思考的有趣數據。他指出:「Spotify的目前交易收入約為3.9倍,或是付費用戶的263倍,這些倍數應用到2018財年Apple Music,估計大約51億美元和5400萬用戶,價值在150億至200億美元。」但Spotify沒有公開推動Apple Music的分拆,相反地,它的抱怨集中在它對App Store上「公平競爭環境」的渴望。

    詳細內文:

    "Apple Music could be worth more than half of Spotify if Apple is forced to divest it to comply with antitrust-related actions," claims a report on financial news site Barrons. Which, we have to say, is an extremely big 'if' right up front: thus far, complaints about Apple giving its own music-streaming service an advantage over rivals are geared more towards reform of the company's App Store policies, rather than forcing it to divest Apple Music.

    Still, the note from Evercore ISI analyst Amit Daryanani offers some interesting stats to think about. "Spotify currently trades at about 3.9 times revenue or 263 times paid subscribers," wrote Daryanani. "Applying those multiples to our fiscal 2018 Apple music estimates of about $5.1 billion and 54 million subscribers would value Apple Music at $15-$20 billion." But as we said, even Spotify isn't publicly pushing for an Apple Music spin-off at this point: instead, its complaint has focused on its desire for a "level playing field" on the App Store.

     

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