|
|
|
|
|
|
by gnicholas
1701 days ago
|
|
|
When I see a hardware company shifting toward subscription revenue, it makes me wonder if they see decreasing revenue opportunities for their hardware business. Apple has shifted toward subscriptions, undoubtedly in part because they could see that iPhones are no longer changing significantly from year to year. Could this be one of the reasons Remarkable is launching this service? Or are they just trying to get more revenue (and higher profit margins) out of their existing business? |
|
|
it’s almost never because of a revenue decline. it’s almost certainly revenue plateauing that’s seen as a problem, in a political economy that simplistically only values ‘more’. i’m sure remarkable could be a good niche business (where niche is many, many millions of dollars), but that’s clearly not enough. diverting limited resources from developing better on-device software to cloud-based software is the telling move here. many companies are capable delivering enough incremental value over time to create a (more slowly) growing, sustainable business without instituting a subscription model (logitech or even pre-itunes apple, for instance).