Amazon Memo - Working Backwards

Working backwards from the customer - Amazon-style press release

Apple Books · iMessage Book Clubs McCombs PM Course Assignment 12

Amazon Memo · Assignment 12

TO:Apple Books Leadership FROM:Chisara Duru, Product Manager, Apple Books DATE:April 2026 RE:Why Social Reading is Apple Books' Most Underutilized Growth Lever, and Why iMessage is the Right Place to Start

The Problem

Apple Books has a retention problem that catalogue and price cannot solve.

We have the ecosystem. We have the hardware. We have the distribution advantage that no competitor can replicate. Every iPhone ships with Apple Books pre-installed. And yet, reading habit formation remains fragile. Users open the app, buy a book, read 30 pages, and disappear. Our completion rates reflect this. Our weekly active user numbers reflect this. The problem is not acquisition. It is the fact that reading alone is easy to abandon.

Spotify solved the same problem for music by making it social. Goodreads built an entire company on the insight that reading is more sticky when it is witnessed. We have not acted on this insight in any meaningful way, and I think that is a mistake we can correct without building anything that does not already exist inside Apple's stack.

The Initiative I Am Advocating For

I am asking for resourcing to ship iMessage Book Clubs as a native feature inside Apple Books: a lightweight social reading layer that lets users create shared reading rooms, annotate passages together, and track each other's progress, all within the reading experience they already have.

This is not a social network. We are not building Goodreads. I want to be specific about what I am and am not proposing because I think the instinct to scope this conservatively is correct, and I want to show that conservative scoping is exactly what makes this investable.

What I am proposing is one thing: make reading feel less solitary for users who already have people they want to read with. The social graph already exists in iMessage. The reading app already exists in Books. The only thing missing is the connection between them.

Why This is the Right Bet

Three reasons this initiative is worth the investment, in order of importance.

First, it solves the retention problem without requiring us to win on catalogue or price. We will not out-Kindle Kindle on book selection. We will not beat them on price. What we can do is offer something they structurally cannot match: a social reading experience that lives natively inside the world's most-used messaging platform. No third-party app can replicate that.

Second, the business mechanics are strong. Every club invite is an acquisition event. A user who receives an iMessage club invite and does not own Apple Books is pulled into our ecosystem by a person they trust. That is organic acquisition with a cost structure of zero. Every user who joins a club for a title they do not own is a purchase conversion waiting to happen. We gate participation on book ownership, which means the social mechanic directly drives book sales.

Third, it compounds. Users with active book clubs have a reason to open Apple Books every day that is independent of whether they feel like reading. In our beta data, users in active clubs showed meaningfully higher weekly reading minutes and materially better book completion rates than comparable solo readers. Completing more books means buying more books.

What I Am Asking For

One cross-functional team: two iOS engineers, one backend engineer, one designer, and full-time PM attention for one quarter. The feature can ship in three phases over twelve weeks, with the remaining time for testing, refinement, and launch preparation.

This is not a large investment relative to the opportunity. The social reading space is unowned. We have every asset required to own it. The only input missing is the decision to build. I would welcome the chance to walk through the full proposal in more detail.

Chisara Duru

Product Manager, Apple Books