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                      Why Analysts "Believe" in Apple TV+

   Josh Centers

   TidBITS readers love to debate whether [1]Apple TV+ is a success or
   failure. With only an estimated 8.1 million US subscribers and only
   about 20 million paying customers worldwide, it lags far behind
   streaming giants like Netflix (209 million subscribers) and newcomer
   Disney+ (116 million subscribers). Observer spoke with some industry
   experts for [2]analysesof Apple's strategy. The upshot:

     Long story short: it's all a revenue diversification play designed
     to create added value for Apple's products and bundles. That's a
     separate ambition from Netflix's goal of selling only subscriptions
     for entertainment content or Peacock's goal of helping to sell
     Comcast internet and TV deals.

   Apple's main goal is to supplement its highly profitable hardware
   businesses and bolster its Apple One service bundle. To improve that
   value proposition, it's building Apple TV+ slowly, focusing on quality
   over quantity and spending much less than its streaming rivals.
   Meanwhile, it's amassing an extensive database of viewer preferences to
   inform future content decisions. More like Ted Lasso and For All
   Mankind, please.

   One problem for Apple TV+ is its high churn rate, which analysts
   attribute to a lack of 'snackable TV,' like the 11 seasons of Frasier
   that people can watch over and over again. But Apple has time to catch
   up there as well, if it so wishes. Amazon purchased MGM but can't
   stream all of its content due to existing licensing deals.

   [3]Read original article

References

   Visible links
   1. https://talk.tidbits.com/t/apple-announces-california-streaming-event-for-14-september-2021/16589/8
   2. https://observer.com/2021/09/state-of-the-streamer-apple-tv-is-charting-a-unique-path-through-the-streaming-wars/
   3. https://observer.com/2021/09/state-of-the-streamer-apple-tv-is-charting-a-unique-path-through-the-streaming-wars/

   Hidden links:
   4. https://tidbits.com/wp/../uploads/2021/10/Ted-Lasso-Believe.jpg

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