Apple (Finally) Got Serious About Streaming and Expanded to Android
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Apple is finally taking its streaming service serious and has made it possible to subscribe to Apple TV+ on Android devices.
This might seem like a small and intuitive move, but Apple TV is only the second Apple-owned app to monetize on Android out of two. Apple Music is the first.
Streaming via mobile is a multi-billion dollar industry and Apple wants to take a bite of that. In 2024, Android users paid Disney+ and Max, the top two streamers, $840M through Google Play.
Apple TV on Google Play started accepting payments the week of Valentine's day and according to Appfigures Intelligence, has already seen users spending a little over $600K. That's before Google takes its fee.
It's not a big haul, but considering Apple isn't a big name in streaming, even on the App Store. It's a good start and a foundation to build on with original content, becasause content is still king. The majority of that money, a little under half, comes from the US with the rest coming from more than 25 other countries.
The revenue is a result of 2.6M fresh downloads, according to our estimates, which Apple TV saw from Google Play since February 14th. A quick back-of-the-napkin calculation puts Apple TV's Android subscribers at around 60K, which means those downloads aren't converting very well - yet.
Growth will take some time, considering Apple's limited selection of shows, but as the collection grows, so will revenue, something I'm sure Apple is already hard at work on.
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All figures included in this report are estimated. Unless specified otherwise, estimated revenue is always net, meaning it's the amount the developer earned after Apple and Google took their fee.
