1. Apple launched Vision Pro as its next major platform. App growth is slower than expected. 2. New monthly Vision Pro app releases decline steadily. Developer engagement shows challenges. 3. Major companies like Google, Meta, and Netflix have not prioritized Vision Pro apps. Independent developers lead efforts. 4. Tim Cook remains optimistic about future spatial computing growth. Ecosystem improvements are anticipated.
While Vision Pro represents a long-term platform shift, the slow app uptake raises short-term concerns. Similar to early iPhone days, growth was gradual, suggesting limited immediate price impact.
The article highlights challenges in the Vision Pro app ecosystem, which might affect future platform growth and investor sentiment. Although it has long-term significance, the direct near-term impact on AAPL is moderate.
The Vision Pro's ecosystem will likely influence revenue over an extended period as improvements and developer engagement increase. Historical iPhone growth took time before fully impacting sales.