Where Apple fits in the TV streaming wars


  1. Jerry W Doyle said:
    There are a multiplicity of content providers competing for eyeballs with limited periods for viewing available content. I am one of them knowing that I am the exception. I have such limited time to view entertainment content that instead, I learn of a particular movie or series and just purchase it to view at my discretion, usually on a transcontinental or international flight. Examples include, purchasing through iTunes, the entire series of House of Cards, Breaking Bad and Deadwood along with several movies over the years. I know folk, though, who spend hours viewing entertainment content.

    I believe Apple is positioned propitiously to compete successfully in this streaming content war; and it is a war. Like any war, there is going to be high cost in blood and treasury. Blood in the sense of failed series and people’s jobs, and money in the sense of finding superlative content. It’s all about “resources,” and this is where and why I believe Apple will prevail as one of the winners left standing.

    Here are the primary strengths Apple has for succeeding:

    1) Installed Base: Apple’s growing install based of approximately one billion (I hear 900 million as the actual number & 1.4B including all Apple hardware devices) is the launching platform that keeps on giving. If one is in the ecosystem, then one plays in that ecosystem.

    2) Discretionary money: Apple has and most likely will continue to have discretionary money as far as the eyes can see. And it will take volumes of it to play competitively in this game. Some of the players competing lack commensurate liquidity and financial sources of continuing revenue at needed levels. They instead, will go deeper and deeper in debt until they no longer can compete adequately. Additionally, that abundance of money gets Apple access to top talent in the movie industry to turn out premium content.

    3) Operational Flexibility: Apple’s humongous growing install base predicated on Apple hardware and facilitated through Apple Pay allow it to incentivize movie streaming content in a multiplicity of ways that competing streaming content providers only can “salivate” over.

    4) Apple’s industry relationships: Similar to Apple Music, Apple continues to cultivate working relationships with key players in the movie industry, establishing appropriate linkages with the right talent so as to have a network of resources to tap for turning out premium content. People in the film industry, similar to folk in the music industry, welcome working relationships with Apple. Again, this will go a long way toward Apple prevailing in this fiercely competitive field.

    I could enumerate other facilitating factors that will drive Apple to succeed in the movie streaming war, but I believe the four denoted above are Apple’s key strengths for success.

    Does anyone want to add others?

    November 1, 2019
    • David Drinkwater said:
      To add:

      1) According to MacRumors, Apple TV+ is available on many Apple devices, but also many other devices/platforms. So I am wondering whether Apple TV+ can be a lure for more Apple Ecosystem users like iTunes was back in the day.

      2) I’m also wondering if the new Mac Pro “Maximus Meanie” for creatives won’t also potentially be able to draw people into the Apple TV+ market, given that it will provide excellent rendering/editing tools.

      November 2, 2019
  2. David Emery said:
    I think Apple will need a smash hit to get those who are not getting TV+ for free to join in. So far, the reviews for “Morning Show” aren’t that good (see PED’s previous post.)

    November 1, 2019
  3. Gregg Thurman said:
    Is it possible the early reviews of Apple TV+ content are like the early reviews of Apple products: initially panned by the “experts”, then made dominate by the consumer within 3 years.

    November 1, 2019
  4. Gregg Thurman said:
    AAPL is up $3.66, establishing a new all-time high, in early trading on very strong volume.

    Hollywood is tepid about Apple TV+ because it finds the “art” lacking, WS loves Apple TV+ because it sees dollar signs.

    Who are YOU going to believe?

    November 1, 2019
    • Scott Davis said:
      Neither. Sorry, Gregg but WS can’t be trusted either. They I’ll bail as soon as the wind shifts.

      – Dr. Scott

      November 1, 2019
  5. Aaron Belich said:
    The best shows have a slow burn before the hook is properly set. Characters, settings, and the interconnections they share should all be properly established.

    Unless you’re Tarantino.

    November 1, 2019
    • Gregg Thurman said:
      Just watched Ep 3. The hook is set.

      IMO Ep 3 is the best of the launch trio. Characters have become more complex and vulnerable with a strong sense of uncertainty, just like real life, thrown in.

      As always the “experts” have proven (once again) their skill is in glomming together 300 agenda driven words, on a subject about which they know nothing of, on command.

      The seven day free trial for those that aren’t going to purchase a qualifying product, is going to set a lot of $4.99 hooks.

      Combined with recharacterized hardware revenue Apple TV+ subs are going to result in very significant Services revenue growth.

      November 2, 2019
  6. Gregg Thurman said:
    WoW. I was fully prepared to pay $4.99 a month to watch Apple TV+. But I’m not going to have to.

    When I signed up for my one-week free trial Apple gave me credit for the new iPad Pro I received last month, an iPad Pro I received as an out-of-warranty replacement (at no charge) for a three-year-old that had an expanding battery that was pushing the display out from the chassis. Ergo, I got a one-year free subscription.

    November 1, 2019

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