Apple Tests Bundling Apple TV+ and Apple Arcade With iCloud Storage Subscriptions
Apple is piloting a new subscription promotion in selected international markets, offering Apple TV+ streaming and Apple Arcade gaming at no extra charge to users who subscribe to certain iCloud storage tiers. The company has not said whether the model will expand to more markets or how long the pilot will last. Package contents and supported services vary by market, with local official plans determining specific benefits.
Apple is testing a new subscription promotion in selected international markets. In some countries and regions, users who subscribe to certain tiers of iCloud storage receive the Apple TV+ streaming service and the Apple Arcade gaming subscription at no additional cost. Apple has not said whether it will extend the model to more countries and regions in the future, nor has it disclosed how long the pilot will run. Package contents and supported services differ across markets, and specific benefits are subject to local official subscription plans.
Apple has long sold its services through the Apple One subscription bundle, which includes iCloud+, Apple Music, Apple TV+, Apple Arcade and other content products. Apple One is not available in all countries and regions, and demand for the full set of services varies among users in some markets. Under the adjustment, users who subscribe to certain tiers of iCloud storage also receive video content and gaming services; an iCloud+ subscription itself provides additional space for photos, videos and device backups.
On Apple TV+, Apple has continued to increase investment in original film and television content, releasing a number of award-winning series and films. Apple Arcade offers exclusive games without advertising or in-app purchases. Apple has not announced the duration of the pilot or any follow-up rollout plans.
Why this event matters
The event has a measured impact on 3 industrys. The strongest current signal is positive for Streaming Media, with intensity 35/100 and 65% confidence over a medium term horizon.
Streaming Media
- Direction
- positive
- Intensity
- 35
- Confidence
- 65%
- Horizon
- Medium term
Cloud Services & Data Centres
- Direction
- positive
- Intensity
- 30
- Confidence
- 60%
- Horizon
- Medium term
Video Games
- Direction
- positive
- Intensity
- 30
- Confidence
- 60%
- Horizon
- Medium term
Impact figures are analytical estimates that combine direction, intensity, confidence and event importance. They are not investment advice.