Apple Unveils AppleCare One, Revisiting Apple Hardware as a Service, Crunching Some AppleCare One Numbers, ChatGPT Agent Follow-Up
Hello everyone. This update ended up taking a lot longer than expected to write. As you will see, the discussion goes over quite a few new financial / business assumptions involving AppleCare+ that needed some time to breathe in my head before publishing.
Given the lack of an update yesterday, today’s update will also be longer as we go into more in-depth on one story that originally was going to be published on Thursday.
Above Avalon Week-In-Review. A recap of analysis published elsewhere in the Above Avalon ecosystem this week.
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Let's jump into today's update.
Apple Unveils AppleCare One
Relying on the same branding as Apple One for bundling various Apple subscriptions into one large subscription, Apple is bringing bundling to AppleCare+ with AppleCare One.
In a press release issued on Tuesday, here’s Apple:
“Apple today unveiled AppleCare One, a new way for customers to cover multiple Apple products with one simple plan. For just $19.99 per month, customers can protect up to three products in one plan, with the option to add more at any time for $5.99 per month for each device. With AppleCare One, customers receive one-stop service and support from Apple experts across all of the Apple products in their plan for simple, affordable peace of mind. Starting tomorrow, customers in the U.S. can sign up for AppleCare One directly on their iPhone, iPad, or Mac, or by visiting their nearest Apple Store.”
Some early reaction online to this unveiling went along the lines of: It was about time that Apple offering something like this. AppleCare+ became available as a monthly subscription in 2019.
While the comment may have been said in jest, there is truth found in the broader idea that Apple is under, not over, monetizing its installed base. Instead of milking users with subpar and inferior products and services, the key is to sell offerings that improve the user experience found with being in the Apple ecosystem. This AppleCare One bundle offering would seem to fit that description as an increasing number of Apple customers have more than two Apple devices.
Another common reaction online to this news has been
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