Apple’s Services Now Boast Over 660 Million Subscribers

While Apple’s Services business had the second-least growth overall, it was actually the only category that still saw a big increase over its Q1 2021 numbers, jumping to $16.9 billion from $15.8 billion during the holiday quarter.

This was likely driven primarily by Apple’s new Fitness+ service, combined with its Apple One Premier bundles, particularly since Fitness+ was only debuted in mid-December, near the very end of Q1 2021.

While Apple didn’t share a specific breakdown of subscribers, Apple CFO Luca Maestri did reveal that it now boasts 660 million paid subscribers across all of its services. Maestri also told the Financial Times that the company added 40 million new subscribers in Q2 2021, with paid subscriptions growing by 145 million over the past year.

These numbers include subscribers not just to Apple’s most well-known user-facing services such as Apple Music, Apple TV+, Apple Arcade, and Apple News+, but also things like iCloud storage and monthly AppleCare plans.

Despite having over half a billion subscribers, however, the lion’s share of Apple’s Services business still comes from the 15–30% commission it takes on App Store sales and its multi-billion-dollar search deal with Google. However, these are also the first Services numbers available since Apple dropped its App Store commission to 15 percent for smaller developers, suggesting that end-user subscriptions are growing at a healthy pace, easing Apple’s reliance on App Store revenue to drive as much of its services business.