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.
据知情人士透露,苹果公司计划以32亿美元收购近期推出音乐订购服务的高端耳机制造商B eats电子公司,以支持自身流媒体音乐业务发展。(《华尔街日报》)
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.
外界认为,这项交易可能是苹果历史上的一个里程碑。一旦完成,该交易将成为苹果迄今为止规模最大的收购案,同时也将是一次不同寻常的收购,因为苹果将收购的是一家已经拥有稳定消费者品牌的公司。(《纽约时报》)
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由音乐制作人吉米·艾欧文和嘻哈歌星德瑞博士共同成立,此前一直以其生产的耳机闻名。今年早些时候,该公司开始提供收费订购的音乐流媒体服务。不过,苹果已有提供全球最大音乐下载服务的iTunes商店,也于去年推出了iTunes音乐电台。这使得一些业内观察人士质疑这项收购行动。Forrester研究所分析师詹姆士·麦奎维说,两家公司的用户群有很大程度的重叠。(英国广播公司)
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.
媒体报道的收购价格也大大超出了Beats此前的估值。继去年9月从私募基金凯雷投资集团获得5亿美元的最近一次融资之后,Beats的市值被评估为仅10亿美元。(英国广播公司)
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.
投资者仍想不通苹果首席执行官蒂姆·库克为什么会打破苹果数十年来只参与约2亿到4亿美元较小规模收购案的传统。多数观察人士认为,苹果正试图结合技术手段和音乐产业的创新理念来重振数字音乐的销售。(路透社)
长期以来,下载音乐文件一直饱受限制,而且成本较高,与在网络上播放的流媒体音乐服务相比更是如此。尽管苹果一直没有公开就可能收购Beats公司的具体动向发表评论意见,但业界分析师还是声称,这一交易可能意味着苹果公司也加入了音乐服务迁移的大军之列。
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.
这项可能的交易将为苹果提供进军两大发展迅速的市场的机会:高端耳机和订购音乐。据一名知情人士称,每月收取固定费用、提供无限量音乐的服务正在快速增长,以瑞典流媒体音乐服务商Spotify A B为首,该公司在全球范围内拥有逾1000万付费用户。(《华尔街日报》)
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,数字音乐下载的销售量近来有所下降。过去几年的爆炸式增长使得苹果的iT unes商店一跃成为世界最大音乐零售商。但根据市场研究公司N ielsenSoundScan发布的数据,美国数字单曲销售量在去年下滑6%至13亿首,数字唱片销量持平于1.18亿。(《华尔街日报》)
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.
苹果在2003年用iT unes商店改变了音乐产业,但一直对进入流媒体市场犹豫不决,如今终于决定采取行动。如果苹果对Beats的订购服务模式进行大力营销宣传,甚至将其融入自身在线服务和数码产品系统中,这可能大大提升流媒体的发展。(《纽约时报》)
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.
目前苹果和Beats都没有正式出面确认收购谈判的相关事宜,但已得到熟悉谈判情况的匿名人士的确认。(《纽约时报》)
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