Apple Vision Pro Targets Professionals With Microsoft 365 Suite — Skips Netflix, YouTube, Spotify
Portfolio Pulse from Ananya Gairola
Apple Inc.'s new mixed reality headset, Vision Pro, will feature Microsoft 365 apps, targeting professional users. The device will include productivity tools like Teams, Word, Excel, and PowerPoint with custom features for the headset. However, popular entertainment apps like Netflix, YouTube, and Spotify will not be available on Vision Pro. Zoom Video Communications is launching a new app for the device to enhance hybrid collaboration.
February 01, 2024 | 9:07 am
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POSITIVE IMPACT
Microsoft's suite of apps will be featured on Apple's Vision Pro, potentially increasing the usage of Microsoft 365 services among Apple users.
Microsoft's presence on the Vision Pro could lead to increased usage and reliance on its productivity tools, which is positive for MSFT in the short term.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 80
POSITIVE IMPACT
Zoom is launching a new app for Apple's Vision Pro to enhance hybrid collaboration, aligning with the device's productivity focus.
Zoom's new app for Vision Pro could improve its positioning in the hybrid collaboration market, likely positive for ZM in the short term.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 70
NEUTRAL IMPACT
Apple's Vision Pro will launch with Microsoft 365 apps, positioning it as a productivity tool, but lacks entertainment apps like Netflix, YouTube, and Spotify.
The inclusion of Microsoft 365 apps could attract professionals, but the absence of popular entertainment apps might limit broader market appeal. The impact on stock is neutral short term as the market digests the product's positioning.
CONFIDENCE 85
IMPORTANCE 75
RELEVANCE 90
NEGATIVE IMPACT
Alphabet's YouTube will not be available on Apple's Vision Pro at launch, which may limit the platform's content offerings.
YouTube's absence from Vision Pro could be a disadvantage for the platform's content ecosystem, possibly impacting Alphabet negatively in the short term.
CONFIDENCE 75
IMPORTANCE 40
RELEVANCE 50
NEGATIVE IMPACT
Alphabet's YouTube will not be available on Apple's Vision Pro at launch, which may limit the platform's content offerings.
YouTube's absence from Vision Pro could be a disadvantage for the platform's content ecosystem, possibly impacting Alphabet negatively in the short term.
CONFIDENCE 75
IMPORTANCE 40
RELEVANCE 50
NEGATIVE IMPACT
Netflix has opted not to launch its app on Apple's Vision Pro, which could affect its presence in the mixed reality space.
Netflix's decision to not be part of Vision Pro's launch could be seen as a missed opportunity in the mixed reality space, potentially negative in the short term.
CONFIDENCE 75
IMPORTANCE 40
RELEVANCE 50
NEGATIVE IMPACT
Spotify Inc. has decided not to launch its app on Apple's Vision Pro, which could impact its reach in the mixed reality market.
Spotify's decision to not participate in the Vision Pro launch could be seen as a negative in terms of reaching new users in the mixed reality space, potentially impacting SPOT in the short term.
CONFIDENCE 75
IMPORTANCE 40
RELEVANCE 50