Apple says iCloud+ now includes Apple TV and Arcade at no extra charge in 100+ countries, plus Music Select, a set of ad-free radio stations, in some markets
THE SO WHAT
Apple folding TV and Arcade into iCloud+ in 100+ countries is another move toward “everything in the bundle” consumer pricing—ARPU and lock-in over standalone subscription margins. Competing subscription services should assume more cross-subsidy from platform players and plan for churn pressure where they overlap with these bundles.
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