WSJ: Apple competes most directly with Comcast

From "There Are Five Different Races in Streaming TV. Here’s Where Apple Fits In" ($) in Monday's Wall Street Journal:

In some ways, Apple is emulating Inc., which competes with Netflix in original streaming entertainment but also runs Amazon Prime Video Channels, not unlike Apple TV Channels. Google’s YouTube is also a player in multiple categories.

Among traditional media players: AT&T Inc. has its DirecTV online skinny bundle and plans to enter the Netflix entertainment race later this year, building off its HBO and Warner Bros. programming. AT&T’s Bleacher Report live- streaming service is part of a crowded sports arena that includes Disney ’s ESPN+, Amazon and the major sports leagues, as well as DAZN, a startup chaired by a former ESPN president. Disney also is a subscription-entertainment player through its control of Hulu and the forthcoming Disney+ service.

Cable giant Comcast Corp., for its part, is offering a Roku-like service to its internet-only customers, and its NBCUniversal unit has a streaming-video business in the works to push its own content.

My take: I can see why the Journal's Venn diagram pairs Apple with Comcast, but that may say more about Venn diagrams than it does about Apple and Comcast.

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