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Apple TV Plus ($AAPL) at One & the Apple One Bundle

Apple TV Plus ($AAPL) at One & the Apple One Bundle

 

Apple TV+ turned one on Sunday.

Julia Alexander wrote a good piece in The Verge arguing that one year later, Apple is “in it with both feet “(a quote from an earlier Barry Diller interview with Dylan Byers) “but the company’s work is only just beginning”.

I last wrote about Apple TV+ on June 2, exactly five months ago, arguing: “I think if there was ever a Curse of the Mogul critique that would fairly to a tech company, it would be to Apple TV+.”

The point, then, was that it launched with “an overly narrow bet on a too- small portfolio of content from Hollywood talent without any for engaging and retaining users”, while also having allocated nearly $7B for productions for Apple TV+.

Today, Apple TV+ has evolved into two bets as:

  1. an important part of a growing services business, and
  2. an evolving but imperfect bet on a streaming service

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About the Author

Andrew A. Rosen is a former Viacom executive who worked and consulted closely with senior executives across MTV Networks and BET Networks divisions between 2005 and 2016.

You can read more about Andrew’s experience. He is available for consulting projects, and speaking engagements. You can contact him to learn more.

Andrew Rosen2021-02-23T16:00:05+00:00

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