Apple has something Netflix does not, @edmundlee notes: more than a billion devices all over the world, which amounts to an infrastructure. That beats out the 130 million people worldwide who have subscribed to Netflix. https://t.co/ulbA8obDA2

— NYT Media (@nytmedia) March 23, 2019

“Netflix has 60 million customers in the US. Comcast has 25 million broadband customers. Hulu has 25 million. Amazon Prime has 97 million, but not all are watching its videos.
Their reach is minuscule compared with Apple, which has 1.4 billion devices in use around the world” https://t.co/10Yx3jeTXV

— Sameer Nair (@nairsameer) March 23, 2019

Fascinating tidbit:

“With the new video storefront/service, Apple will host and serve the streams, which means it will have primary access to the viewing data its users generate.”

They’re not linking to the apps, they’re hosting and streaming the content. Quite the shift. https://t.co/Xu7QG1Xhwv

— M.G. Siegler (@mgsiegler) March 21, 2019

Article says about Apple's gaming service:

- focus on iPad and iPhone
- already talking to devs
- not cloud-based
- probably focus on premium games
- monthly subscr. as business model
- pay devs based on how long users play the games
- service could possibly be teased on Monday https://t.co/x0UmltAHst

— Dr. Serkan Toto (Kantan Games Inc.) (@serkantoto) March 23, 2019

When you need to tune in for the March 25 #AppleEvent:
?? 10:00 am PT
?? 11:00 am CST
?? 1:00 pm ET
?? 6:00 pm GMT
?? 7:00 pm CET
?? 10:30 pm IST
March 26
?? 2:00 am SGT
?? 2:00 am CST
?? 3:00 am JST
?? 4:00 am AEDT
?? 6:00 am NZDThttps://t.co/rAuEF3yZrX

— CNET (@CNET) March 23, 2019

Apple doesn’t really want to be Netflix — it still wants to be Comcast https://t.co/nocdg58oSR

— David Pierce (@pierce) March 21, 2019

When you've cut the cord to everything, and sign up to a dozen individual services to justify (mostly to yourself) that you are now consuming what you want rather than what some faceless corporation bundled together... More subscription fatigue in 3,2,1...https://t.co/BRhLBEGVVL

— Subrahmanyam KVJ (@SuB8u) March 23, 2019

Apple's Reinvention as a Services Company Starts for Real Monday - Apple’s video, news, credit card and App Store gaming bundle subscription services detailed https://t.co/iPrmSHvncs

— Mark Gurman (@markgurman) March 23, 2019

"Apple News Magazines?"

Let's hope that's not the public name of the product. https://t.co/n9nNSK0wr6 pic.twitter.com/tynoR7Jh4e

— Shira Ovide (@ShiraOvide) March 22, 2019

Apple's carrot/stick strategy with publishers is suddenly oh so transparent.

1. Start Apple News, and promise to eventually monetize
2. OMG PAGEVIEWS but hey where's the money?
3. Oh hey look at this pretty new revshare modelhttps://t.co/XxuyLgNvHF

— David Ruddock (@RDRv3) March 23, 2019

Apple is also working on a games service. It won’t take on new cloud streaming offerings like Stadia. Instead, it will focus on iPhones and iPads and bundle together paid games from different developers that consumers can access for a monthly fee. https://t.co/iPrmSHvncs

— Mark Gurman (@markgurman) March 23, 2019

whoa, this @pkafka scoop is interesting, not what i expected at all re Apple's tv plans (though i had no idea what to expect) https://t.co/IRKuQblwgk

— Farhad Manjoo (@fmanjoo) March 21, 2019

Apple News' premium tier continues to confuse the hell out of me https://t.co/HWD4lLJwfW

— Joshua Benton (@jbenton) March 22, 2019

Really interesting. The most I think about it, the more I think Apple might be really smart to go this route rather than clone Netflix. https://t.co/Ti63iudgnx

— John William Sherrod (@jwsherrod) March 21, 2019

Apple v. Netflix v. Amazon v. Hulu. Game on: https://t.co/zG3TLlAUJH

— Edmund Lee (@edmundlee) March 22, 2019

Apple News Magazines come in two formats: one is ANF-based (Apple News Format), and the other is PDF-based. This will let existing ANF publishers take advantage of the new magazine infrastructure https://t.co/DBgH6SokOf

— Steve Troughton-Smith (@stroughtonsmith) March 22, 2019

The first skirmishes have already been fought in what could turn into a tech cold war between Apple and Netflix. “The game is on,” said the Netflix chief executive, Reed Hastings. https://t.co/Hr2cUUi3wM

— NYTimes Tech (@nytimestech) March 23, 2019

Another partner for Monday’s Apple News subscription service: Vox. Apple going beyond magazines and newspapers, including websites too. https://t.co/ese36CMmj4

— Mark Gurman (@markgurman) March 22, 2019

Apple's Reinvention as a Services Company Starts for Real Monday - Apple’s video, news, credit card and App Store gaming bundle subscription services detailed https://t.co/iPrmSHvncs

— Mark Gurman (@markgurman) March 23, 2019

This article is a very positive spin on the fact that Apple's core business of selling iPhones, iPads & Macs is stagnating

So their future is squeezing more money out of existing device owners & partners/developers instead of innovating their way out. Sadhttps://t.co/IXSMoBbrFQ

— Dare Obasanjo (@Carnage4Life) March 23, 2019

Apple is also working on a games service. It won’t take on new cloud streaming offerings like Stadia. Instead, it will focus on iPhones and iPads and bundle together paid games from different developers that consumers can access for a monthly fee. https://t.co/iPrmSHvncs

— Mark Gurman (@markgurman) March 23, 2019

#Apple has regained its position as most valuable company in the world as company tries biggest strategy change since the iPhone in 2007. Reinvention as a services comp starts for real on Mon. Devices take a back seat to video, news, gaming subscriptions. https://t.co/P1X1lnLMCE pic.twitter.com/cThsfVTHdr

— Holger Zschaepitz (@Schuldensuehner) March 23, 2019

Apple is getting set to unveil a new video game streaming service on Monday, says a report.

Sony, Microsoft, Nintendo, Google, Apple, rumors of Amazon. Gaming is the hottest commodity in the world right now! ????https://t.co/S7oSLgBmxy

— The Hunter ? (@NextGenPlayer) March 23, 2019

Apple's carrot/stick strategy with publishers is suddenly oh so transparent.

1. Start Apple News, and promise to eventually monetize
2. OMG PAGEVIEWS but hey where's the money?
3. Oh hey look at this pretty new revshare modelhttps://t.co/XxuyLgNvHF

— David Ruddock (@RDRv3) March 23, 2019

When you've cut the cord to everything, and sign up to a dozen individual services to justify (mostly to yourself) that you are now consuming what you want rather than what some faceless corporation bundled together... More subscription fatigue in 3,2,1...https://t.co/BRhLBEGVVL

— Subrahmanyam KVJ (@SuB8u) March 23, 2019

ICYMI - Apple will have a hard time signing New York Times https://t.co/cQLUPw3HiW by @lukedormehl

— Cult of Mac (@cultofmac) March 23, 2019

ICYMI: Apple will have a hard time signing New York Times https://t.co/cQLUPw3HiW by @lukedormehl pic.twitter.com/il7o4ebYXr

— Cult of Mac (@cultofmac) March 22, 2019

Apple will have a hard time signing New York Times https://t.co/cQLUPw3HiW by @lukedormehl pic.twitter.com/f795uiZpSo

— Cult of Mac (@cultofmac) March 22, 2019

アップルも定額ゲームサービスを始めるようで、3月25日の発表会で発表されそうです。 https://t.co/cVMc2NyvLb

— hidebusa (@hidebusa1) March 23, 2019

Apple 'Netflix for Games' Subscription Service May Be Shown Monday https://t.co/XImhKOK3PH pic.twitter.com/Ac0jJVqhwf

— Apple Streem (@applestreem) March 23, 2019

This is what a company that's under poor leadership and out of ideas looks like. #Applehttps://t.co/MsFLulKHtN

— ? ????? ????? : 都市放火 ? (@urbanarson) March 23, 2019

ゲームも定額性？ → Apple 'Netflix for Games' Subscription Service May Be Shown Monday https://t.co/23tFqRXbv5

— 波乗野郎 (@shojiueda) March 23, 2019

Apple's rumored game service wouldn't include 'freemium' titles https://t.co/4KPakPdlQI

— Engadget Gaming (@engadgetgaming) March 23, 2019

Another partner for Monday’s Apple News subscription service: Vox. Apple going beyond magazines and newspapers, including websites too. https://t.co/ese36CMmj4

— Mark Gurman (@markgurman) March 22, 2019

Yeah I don’t think I’ll be signing up for this service. https://t.co/WIwtWcpU9e

— Erick Erickson (@EWErickson) March 22, 2019

"Apple News Magazines?"

Let's hope that's not the public name of the product. https://t.co/n9nNSK0wr6 pic.twitter.com/tynoR7Jh4e

— Shira Ovide (@ShiraOvide) March 22, 2019

Fixation on achieving rapid scale irrespective of business controls remains intact https://t.co/RdkAN86c2u

— rebeccagrossmancohen (@bechgc) March 22, 2019

so wait, it’s just Vox dot com? https://t.co/LBEo383O6P

— rvb (@ryanvailbrown) March 22, 2019

Apple Is Said to Sign Up Vox Site for News Subscription Service - Bloomberg https://t.co/DerT4uzEWb // 애플 뉴스 구독 서비스 관련 복스 미디어와 계약, 어떤 매체일지 궁금하군요. 더 버지 잘 보고 있는데 기존 매체 프리미엄 섹션일지?

— lunamoth (@lunamoth) March 22, 2019

Apple News' premium tier continues to confuse the hell out of me https://t.co/HWD4lLJwfW

— Joshua Benton (@jbenton) March 22, 2019

Apple’s show time special event: what to expect from the TV and news service announcements https://t.co/9IsgKEVSRF pic.twitter.com/HHzi86Rjbe

— The Verge (@verge) March 22, 2019

Apple’s show time special event: what to expect from the TV and news service announcements https://t.co/9IsgKEVSRF pic.twitter.com/Lp4u2kayYJ

— The Verge (@verge) March 21, 2019

12 new trailers you should watch this week https://t.co/QTvWEuptgC pic.twitter.com/cnURWgQ4Z1

— The Verge (@verge) March 23, 2019

A monthly video game subscription might be a topic in Monday's Live Streaming event for Apple:https://t.co/unm9n10ls8

Developers would then be paid according to the amount of time played per title.

— Killercow (@killercow) March 23, 2019

Apple's Reinvention as a Services Company Starts for Real Monday https://t.co/gWldTF0pKU

— Rich Tehrani (@rtehrani) March 24, 2019

$AAPL Apple's Reinvention as a Services Company Starts for Real Monday https://t.co/04DhzJglXf
-
"Company tries biggest strategy change since the iPhone in 2007"

— Ophir Gottlieb (@OphirGottlieb) March 24, 2019

.@Apple's reinvention starts Monday https://t.co/ypyyLKmKCR via @business @markgurman

— Linus Chua (@LinusChua) March 24, 2019

When Apple boss Tim Cook takes the stage at the Steve Jobs Theater in Silicon Valley on Monday, he will usher in a new era for the world’s largest technology company https://t.co/5zvAsanJDw via @business

— Ken Yeung (@thekenyeung) March 23, 2019

Speaking of shit that's bad for games but actually has a chance of becoming a business model we have to worry about instead of Stadia's bullshit:https://t.co/5FJo1BXgaF

— IT'S BIG BALL CHUNKY TIME (@GravelordNifty) March 23, 2019