If you lease your vehicle fleet, you’re already familiar with Netflix logic, where access is prioritized above ownership.
It looks as if Apple is moving in the same direction.
Apple as a service
Most businesses (maybe including yours) are striving to offer at least some services on a subscription basis. Apple is no exception, and has grown an $86 billion services business since roughly 2015. Now, it appears the company may have a hardware-driven plan to extend that.