马斯克想动苹果公司的奶酪

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发生了什么事情?

推特公司与苹果公司看起来将在苹果商店应用购买服务上发生冲突。

这意味着什么?

埃隆·马斯克在过去几周时间里一直在推特总部亲自坐镇,不过他似乎将目标瞄准了一个合作伙伴。导致推特与苹果公司关系破裂的原因是苹果公司从商店应用购买中抽取了相当大的份额,据报道为购买额的15%至30%。

难怪苹果的行为会激怒马斯克,因为他对推特公司的期望是让该公司减少对广告收入的依赖,使得更多收入来自订阅费用。

故而在苹果公司或者谷歌母公司Alphabet想从推特公司新的Blue认证服务订阅费用中分一杯羹的话,它们可能会发现陷入了麻烦。

为何值得关注?

聚焦:苹果公司的服务

马斯克将目标瞄准了苹果公司的未来现金牛:服务。不过大家确信的是这家硅谷巨头将会最大努力争取应用商店的利益。

苹果公司的服务业务目前已经占该公司销售额的约20%,在iPhone需求放缓的情况下,服务业务对苹果公司比之前的任何时候都更加重要。

服务业务的销售包括了应用程序的购买费用与订阅费用,由于用户会经常付款并且稳定,因此对公司而言更具有吸引力。简而言之,马斯克的诉求可能已经触动到了苹果公司的核心利益。

更大的图景:坐等看戏

一大批科技公司一直在游说立法机构,寻求降低应用程序商店的费用,不过苹果公司与谷歌母公司Alphabet截至目前均成功地战胜了它们的挑战。

不过请注意,推特公司的情况可能并不相同,该公司的服务在目前几乎是不可或缺的媒介平台,甚至苹果公司与谷歌母公司Alphabet均使用推特的服务向客户进行推广。

故而,如果目前的纠纷是一场漫长对峙的开场球的话,观察哪家科技巨头会认输并挥舞白旗将会十分有趣。

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