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Okay to put this in additional context: Apple is reportedly spending $6 billlon on content. Disney, according to analysts, is spending $24 billion on content. The difference: Apple is streaming only. That is 25 percent of Disney’s budget for just streaming. https://t.co/FgV9SoKZ6k
— Julia Alexander (@loudmouthjulia) August 19, 2019
apple is spending more than $6bn on content for its upcoming streaming service (up from an initial $1bn commitment). they've spent more per episode on The Morning Show than Game of Thrones. scoop w/ @tim (we are both good at being on vacation) https://t.co/QqOn7QSkf4
— Anna Nicolaou (@annaknicolaou) August 19, 2019
Apple has so far committed to spend a total of more than $6bn on original TV & movies, even before a single customer has signed up for TV+. “Morning Show” alone is costing hundreds of millions. TV+ likely to beat Disney+ to market.
— Tim Bradshaw (@tim) August 19, 2019
Scoops w @annaknicolaou https://t.co/MHxo8rBjap
SCOOP: Apple is spending $6bn on content for its new streaming service in its race to catch Netflix - much more than its stated figure of $1bn. Its new Jennifer Aniston/Reece Witherspoon series has surpassed Game of Thrones as the most expensive ever made https://t.co/5cTll2YHaX
— Matthew Garrahan (@MattGarrahan) August 20, 2019
If Apple does go with $9.99 a month, that immediately seems like too much on a relative value proposition. https://t.co/1AVqfteOsV
— Alex Sherman (@sherman4949) August 20, 2019
Apple reprising its HomePod strategy for its TV service — overcharge people for the weakest offering in the market https://t.co/rmbyaBPa12
— Casey Newton (@CaseyNewton) August 19, 2019
Apple’s initial slate of shows will include “The Morning Show,” Steven Spielberg’s “Amazing Stories,” “See” with Jason Momoa, “Truth Be Told” with Octavia Spencer, and a documentary series about extravagant houses called “Home.” https://t.co/yz9PHwdTtp
— Mark Gurman (@markgurman) August 19, 2019
Report: Apple’s new streaming series ’The Morning Show’ cost most per episode than Game of Thrones. #GoT reportedly cost $15M per episode during Season 8
— Fandom (@getFANDOM) August 19, 2019
(via @FinancialTimes | https://t.co/gA4rb7aHBp) pic.twitter.com/lL0yAzY3pg
Apple is boosting its streaming content budget to $6B, sources tell the @FT, up from its initial plan of $1B. Also: Apple is spending more per episode of @TheMorningShow than HBO‘s $15M per episode of Game of Thrones. https://t.co/aegi9c5REM
— Steve Kopack (@SteveKopack) August 19, 2019
Hey Siri, what’s an untenable price for a new streaming service that’s launching with like 5 shows https://t.co/aLVUwRlZod
— David Chen (@davechensky) August 20, 2019
Of course, those will be the highlights, but there are likely to be other shows at launch as well, but still an overall limited selection compared to established players. $9.99 price is one of multiple prices/launch strategies being considered, but would align with Music, News.
— Mark Gurman (@markgurman) August 20, 2019
Not thrilled about another walled subscription garden by Apple, but escaping the sewer that is the ad-infested, in-app payments corrupted slot machines that they call mobile gaming these days might just be worth it. https://t.co/9HmobQ4ecq
— DHH (@dhh) August 20, 2019
I also don’t think Apple is particularly thrilled about the $6 billion number coming out for TV+. That’s a massive investment (2x their largest deal ever - Beats), for something Apple is trying for the first time against huge competition. It’s unclear how successful it’ll be.
— Mark Gurman (@markgurman) August 20, 2019
This is not about margins but defending the moat ten years out. All megatechs are facing sharply higher SG&A, lower margins & slower growth. When investors will realize this is anybody’s guess... https://t.co/2XLeJEU0fV
— Tierra Partners (@tierrapartners) August 20, 2019
I would happily pay a monthly fee that included my phone, iCloud, all these content services, etc. But pricing all these things piecemeal and letting them get crushed by Netflix and Disney? I don’t get it https://t.co/bSy90cqnUM
— nilay patel (@reckless) August 20, 2019
If Apple has ‘committed’ $6bn to TV, that won’t all be in one year, so for comparison purposes it’s a lower number. Meanwhile Netflix will apparently spend $15bn this year and has over $20bn of content on the balance sheet. Not quite play money but not a full-on attack on Netflix
— Benedict Evans (@benedictevans) August 20, 2019
IMO, $9.99 per month would be a hard sell for Apple TV+ now, since it lacks the content catalogs that Netflix, Amazon and Disney have. While Apple has indeed being weighing that price point, my strong belief is that it will start under that, and focus its pitch on the free trial.
— Mark Gurman (@markgurman) August 20, 2019
ICYMI: Apple TV+ could launch in November, priced at $9.99 per month https://t.co/gI0Kf0gLCP by @lukedormehl
— Cult of Mac (@cultofmac) August 20, 2019
Apple TV+ could launch in November, priced at $9.99 per month https://t.co/gI0Kf0gLCP by @lukedormehl
— Cult of Mac (@cultofmac) August 20, 2019
Sources: Apple plans to launch TV+ video service by November, weighing $9.99/month price, free trial + here’s the list of the first shows coming and more details on bundles, release plans, more w/ @anoushasakoui @Lucas_Shaw https://t.co/mHHQoOz0wG
— Mark Gurman (@markgurman) August 19, 2019
Apple Targets Launch of Apple TV+ in November for $9.99 : https://t.co/tnSPDlpwcd… #Apple #DigitalTransformation #Innovation #Future #DataGovernance #AI #ML #DL #BigData #Cybersecurity #Blockchain >> @Info_Data_Mgmt https://t.co/csD9FLanzF
— Caroline Higgins (@Info_Data_Mgmt) August 20, 2019
Report: Apple is aiming to launch Apple TV+ by November, at $9.99 a month, likely with a free trial as more shows are added
— Fandom (@getFANDOM) August 20, 2019
(via @business | https://t.co/ESVhC6edM9) pic.twitter.com/zmz0p9enWO
Scoop with @markgurman and @anoushasakoui: The debut slate, release strategy and possible pricing of Apple’s new video service. https://t.co/FD94S9X93z
— Lucas Shaw (@Lucas_Shaw) August 19, 2019
A free trial is likely as Apple builds up its library, according to people familiar with the matter, who asked not to be identified because the plans aren’t public https://t.co/bYf9oObJHw
— Bloomberg Technology (@technology) August 20, 2019
In other Apple news, the company plans to roll out the Apple TV+ movie and TV subscription service by November, part of a drive to reach $50 billion in service sales by 2020 https://t.co/bYf9oObJHw pic.twitter.com/wRnTBQrGib
— Bloomberg Technology (@technology) August 20, 2019
Apple reprising its HomePod strategy for its TV service — overcharge people for the weakest offering in the market https://t.co/rmbyaBPa12
— Casey Newton (@CaseyNewton) August 19, 2019