3 ms·
it's likely a loss leader strategy to get subscription numbers up. the long term goal is to replace cable... with cable-like appletv+. they're not expanding the
by clairity 4y ago
it's likely a loss leader strategy to get subscription numbers up. the long term goal is to replace cable... with cable-like appletv+. they're not expanding the pie, but rather fighting to capture existing pie, particularly against netflix & amazon, who they see as more direct competitors than traditional media companies. apple likes lives sports because there's no fan base to build up, and they get to just be a distributor (similar to music) rather than a content creator (which is a harder and riskier business). they don't like giving up editorial control, but they need the subscriber base.
frankly, i'm not a fan of this strategy as there's no synergy between the computing and content businesses, but apple has fallen for the relentless march to grow at all costs, and sees content as low-hanging fruit for them (again, i disagree with this assessment).
apple home, car, glasses, etc. make much more sense, but those are too slow growing for both professional and unprofessional investors alike.
- scarface74 4y agoApple isn’t paying for rights to MLS to be part of AppleTV+. The exclusive deal is for the MLS to have their own “channel” that you subscribe to separately that you can only buy through the AppleTV app.
- clairity 4y agoright, they want to draw people to the appletv app and entice them to subscribe to appletv+, via, for example, a tie-in with "ted lasso". in any case, they'd most certainly roll up those mls subscriptions into total subscriber numbers in any investor relations as "proof" of their strategy.