分析調查稱Apple Music在美國正以比Spotify快2.5倍的速度成長

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  • 分析調查稱Apple Music在美國正以比Spotify快2.5倍的速度成長

      201810/2117:28

    ◎根據Loop Venture的分析師Tom Munster的調查,Apple Music在美國擁有2100萬名付費用戶,Spotify擁有2000萬名用戶,而他認為這個差距將迅速擴大,因為Apple正在以比Spotify快2.5倍的速度把將潛在客戶轉變為付費客戶。

    ◎Loup Ventures的調查報告中指出,7月份時Tim Cook表示,Apple Music在北美和日本的付費訂閱戶方面已成為市場領導者。而Loup Ventures估計,Apple Music在北美擁有2100萬名付費訂閱戶,Spotify則為2000萬名付費訂閱戶。調整潛在市場範圍後(估計95%以上的Apple Music訂閱戶都在iOS系統上),Apple正在以比Spotify快2.5倍的速度把潛在客戶轉變為付費用戶。

    ◎Apple公司較高的轉換率可以部分歸因於,iPhone用戶與Android用戶相比擁有更多可支配收入。其次,更重要的貢獻者是Apple對iOS的所有權,它提供了無縫整合的音樂體驗以及提示促使iPhone用戶訂閱。Spotify仍控制著全球付費音樂串流媒體市場約62%的佔比,略低於9月17日的65%。蘋果則已從9月17日的30%佔比增長到34%。Pandora的佔比從6%降至4%。

    詳細全文:

    Apple Music has 21 million paid subscribers in the U.S. vs. 20 million for Spotify, according to Loop Venture's analyst Tom Munster. That gap will widen quickly based on Munster's other big conclusion: Apple is converting potential customers into paying customers at a rate 2.5x faster than Spotify.

    From a note to subscribers by Loup Ventures' Gene Munster via 24/7WallSt

    In July, Tim Cook reported that Apple Music became the market leader in terms of paid subs in North America and Japan. We estimate Apple Music has 21m North American subs vs. Spotify at 20m.

    Adjusting for addressable market (we estimate that 95%+ of Apple Music subscribers are on iOS), Apple is converting potential customers into paying customers at a rate 2.5x faster than Spotify.

    Apple's higher conversion rate can be attributed in part to iPhone owners having more disposable income compared to Android owners. A second, more material contributor is Apple's ownership of iOS which distributes a seamlessly integrated music experience along with prompts to get iPhone owners to subscribe.

    Spotify still controls the global paying music streaming market with about 62% share, down slightly from 65% in Sep-17. Apple has grown to 34% from 30% in Sep-17. Pandora has lost share from 6% to 4%.

    Hypebot

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