Rocwurst

What I haven't seen mentioned anywhere is whether transactions paid for with a tap of your wrist using Apple Pay on your Apple Watch will show up in the lovely new Wallet app financial graphics and data on your iPhone?  

Currently Apple Watch Apple Pay transactions do not show in the Wallet app on your iPhone unlike if you pay with a tap of the iPhone which is quite frustrating.

1STnTENDERBITS said:

Nitpicky but relevant, you can't say Apple has an audience of more than a billion users because nothing supports that.  You can say Apple has more than a billion active devices.  Those two things are not the same and can't be used interchangeably.  We both know there's no 1-to-1 correlation.   Apple does have a ton of potential subscribers.  There's no doubt about that.  But they don't have as many potential subscribers as Netflix so their base of users isn't the advantage you make it out to be.  Netflix includes Apple's base as potential customers along with users of any device that has streaming ability regardless of ecosystem.

Except, that 1 Billion Apple users using 1.4 billion active Apple devices ARE ALREADY signed up users with AppleIDs in Apple's ecosystem.  That is a big difference from billions of users who have a web browser that *might* sign up for Netflix.

The barrier of entry is significantly different - Apple users would merely click a button or two to enable AppleTV+ and in many cases their credit card details are already also on file as iTunes, App Store or iCloud paid users.  

Way back in Sept 2014, there were 885 million active iTunes/App Store users, all with credit card enabled accounts already set up with Apple.

All Netflix has is 149m existing users and a much higher bar for users to jump to even try out their services.

Malcolm, don't forget one of the most impressive statistics regarding Apple Pay's dominance of the mobile payments industry: Apple reported in Oct 2017 that Apple Pay has now captured an amazing 90% of all mobile contactless transactions where active. Merchants and others who have partnered with Apple say that Apple Pay is accounting for 90 percent of all mobile contactless transactions globally in markets where it’s available. Note that those 20 markets represents a full 70 percent of the world’s card transaction volume.

iOS_Guy80 said:

900 million is not to shabby. I would have guessed it to be around 950 M. A figure I would like to know is how many people with an Apple ID have more than one Apple device (any product) registered to that same ID. Do they publish records showing the yearly growth of registered users?

Apple reported 782 million active iCloud users over 3 years ago and 885 million active iTunes/App Store users way back in Nov 2014. Asymco projected the latter figure would have passed 1 Billion active iTunes/App Store users by the start of 2015 and 1 Billion iCloud users by early 2017. And remember, a large proportion of those iTunes accounts are shared family accounts with the one credit card.

In contrast Google reported only 1 Billion active Google Play Store users in Sept 2015 out of 1.4 Billion active Android devices. More recently Google reported 2 Billion active Android devices, so that means around 1.4b active Google Android users.

rr41 said:

What are other 500 millions devices? It seems an exaggerated number. Certainly not all iPads.

Out of 1.4 billion active devices, Apple has reported 900m+ iPhones and 100m Macs. Analysts estimate there are 50m active Apple Watches and 50m Apple TVs which leaves around 300m iPads and iPod Touches (which both run iOS).  That gives a total of about 1.2 billion active iOS devices.