Reality is, Apple is coming to terms that they never really cracked either category; in terms of streaming devices Apple TV is OK, but that market is owned by Roku, followed by Google and Amazon. As for smart speakers, HomePod is essentially a flop, a distant third behind Amazon and Google
I'd disagree. I think Apple likely measures success in those categories very differently than Roke, Amazon and Google.
I doubt anyone buys an Apple device because of the services. Apple makes great hardware, but with a few exceptions (e.g., iMessage and Apple Music), its software and services suck badly. Plus most of Apple's services, such as Apple Music and iTunes, are already available on other platforms.
I'm sure many people buy Apple devices because of the services. Apple Music and iTunes were the largest competitive advantages for both the AppleTV and HomePod. Or else you'd get a cheaper device with more functionality. And Apple Musc and iTunes were available on other desktop or mobile platforms, not speakers or TVs...