A ppleInc. ispreparing to bolsteritsstream ing-m usic business w itha proposed $3.2billiondeal toacquireBeats Electronics LLC,thehigh-endheadphonem akerthat recentlylaunchedtheBeats M usic subscriptionservice,accordingtopeople fam iliar w iththe m atter.
據(jù)知情人士透露,蘋果公司計劃以32億美元收購近期推出音樂訂購服務(wù)的高端耳機(jī)制造商B eats電子公司,以支持自身流媒體音樂業(yè)務(wù)發(fā)展。(《華爾街日報》)
T hedeal w as characterizedas apotentiallandm arkfor A pple. If com pleted,it w ouldbethecom pany’s biggest acquisitionbyfar,andunusual in thatA pple w ould be buying acom panythat alreadyhadafirm lyestablishedconsum er brand.
外界認(rèn)為,這項交易可能是蘋果歷史上的一個里程碑。一旦完成,該交易將成為蘋果迄今為止規(guī)模最大的收購案,同時也將是一次不同尋常的收購,因為蘋果將收購的是一家已經(jīng)擁有穩(wěn)定消費者品牌的公司。(《紐約時報》)
B eatsw asfounded by m usicproducerJim m yIovine andthe hip-hopstar D r D re anduntilrecently w as best know n for itsheadphones. It starteda subscription-basedm u-sic stream ingserviceearlier this year. H ow ev-er,A pplealready hasitsow n iT unesstorew hich is thew orld’s largest m usicdow nloadservice. It alsolaunchediT unes R adiolast year.T hat has m ade som e industryw atchers questionthem ove. Jam esM cQ uivey,an analyst w ithF orrester,said therew asa big overlap ofcustom ers betw eenthe tw ofirm s.
Beats由音樂制作人吉米·艾歐文和嘻哈歌星德瑞博士共同成立,此前一直以其生產(chǎn)的耳機(jī)聞名。今年早些時候,該公司開始提供收費訂購的音樂流媒體服務(wù)。不過,蘋果已有提供全球最大音樂下載服務(wù)的iTunes商店,也于去年推出了iTunes音樂電臺。這使得一些業(yè)內(nèi)觀察人士質(zhì)疑這項收購行動。Forrester研究所分析師詹姆士·麥奎維說,兩家公司的用戶群有很大程度的重疊。(英國廣播公司)
T he reportedprice is alsoahuge prem iumonBeats’s previous valuation. Beats w as valuedat just $1bn afteritslast fundingroundinSeptem ber,w hichsaw it get a $500m invest-m ent from the Carlyle G roup.
媒體報道的收購價格也大大超出了Beats此前的估值。繼去年9月從私募基金凱雷投資集團(tuán)獲得5億美元的最近一次融資之后,Beats的市值被評估為僅10億美元。(英國廣播公司)
Investors are still strugglingtom ake senseof w hyC E O T im C ookw ouldbreakA pple’sdecades-long tradition ofrelatively m inoracquisitionsof about $200m illion to $400m illion. M ost observers sayit’s goingafter am ixof technologyandm usic industrytalent inaneffort torevive digital m usic sales.
投資者仍想不通蘋果首席執(zhí)行官蒂姆·庫克為什么會打破蘋果數(shù)十年來只參與約2億到4億美元較小規(guī)模收購案的傳統(tǒng)。多數(shù)觀察人士認(rèn)為,蘋果正試圖結(jié)合技術(shù)手段和音樂產(chǎn)業(yè)的創(chuàng)新理念來重振數(shù)字音樂的銷售。(路透社)
長期以來,下載音樂文件一直飽受限制,而且成本較高,與在網(wǎng)絡(luò)上播放的流媒體音樂服務(wù)相比更是如此。盡管蘋果一直沒有公開就可能收購Beats公司的具體動向發(fā)表評論意見,但業(yè)界分析師還是聲稱,這一交易可能意味著蘋果公司也加入了音樂服務(wù)遷移的大軍之列。
T hepotential deal w ould provideA pplew ith anentreeintotw oburgeoningm arkets:high-endheadphonesandsubscription m usic.Services that charge am onthlyfee for access toanunlim itedam ount of m usic are grow ingrap-idly,led by Spotify A B,w hich countsm orethan10m illionpayingsubscribers w orld-w ide,accordingtoa personfam iliar w iththe m atter.
這項可能的交易將為蘋果提供進(jìn)軍兩大發(fā)展迅速的市場的機(jī)會:高端耳機(jī)和訂購音樂。據(jù)一名知情人士稱,每月收取固定費用、提供無限量音樂的服務(wù)正在快速增長,以瑞典流媒體音樂服務(wù)商Spotify A B為首,該公司在全球范圍內(nèi)擁有逾1000萬付費用戶。(《華爾街日報》)
B y contrast,salesofsong and albumdow nloads have flattenedrecently,after years ofexplosivegrow th that m adeA pple‘siT unesStorethebiggest m usicretailer inthew orld.U .S . digital tracksales fell 6% last year to1.3billion,w hiledigital album salesw ereflat at118m illion,accordingtoN ielsenSoundScan.
相比之下,數(shù)字音樂下載的銷售量近來有所下降。過去幾年的爆炸式增長使得蘋果的iT unes商店一躍成為世界最大音樂零售商。但根據(jù)市場研究公司N ielsenSoundScan發(fā)布的數(shù)據(jù),美國數(shù)字單曲銷售量在去年下滑6%至13億首,數(shù)字唱片銷量持平于1.18億。(《華爾街日報》)
A pple,w hichtransform edthem usic indus-tryin2003w iththe iT unes store but has beenhesitant toenterthestream ing m arket,w asfinallytaking theplunge. If A pplem akesam ajor m arketingpushfor Beats’s subscriptionm odel—or,even better,if A ppleintegratesBeats intoits ecosystem of onlineservices andphysical products—it couldm eanabiglift forstream ing.
蘋果在2003年用iT unes商店改變了音樂產(chǎn)業(yè),但一直對進(jìn)入流媒體市場猶豫不決,如今終于決定采取行動。如果蘋果對Beats的訂購服務(wù)模式進(jìn)行大力營銷宣傳,甚至將其融入自身在線服務(wù)和數(shù)碼產(chǎn)品系統(tǒng)中,這可能大大提升流媒體的發(fā)展。(《紐約時報》)
N either A pple nor Beats has confirm ed the acqui-sition talks,at least officially,though they w ere con-firm ed by people briefed on the discussions who spokeon the condition of anonym ity.
目前蘋果和Beats都沒有正式出面確認(rèn)收購談判的相關(guān)事宜,但已得到熟悉談判情況的匿名人士的確認(rèn)。(《紐約時報》)
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