"Perhaps an agreement has now been reached, although this would be all the more surprising given that both Apple and Disney are about to go head to head with their own rival streaming services."
You misunderstand the nature of their relationship, and what Apple is trying to accomplish with their streaming service. Apple and Disney aren't "going head to head." Disney's CEO, Bob Iger, sits on Apple's Board of Directors and intimately understands Apple. Cook and Iger see their businesses as complementary. That's why, unlike Netflix, Disney agreed to have a channel on Apple TV and give Apple a cut. Indeed, don't be surprised if Apple announces a bundle with Disney today.
Moreover, you're making the mistake people make over and over that in order for Apple to succeed, others must fail. When Jobs came back to Apple he shared his epiphany that Apple had to realize that it wasn't necessary for Microsoft to fail for Apple to succeed. Not understanding this is why so many pundits are consistently wrong in their predictions. They think that Apple has to be #1 in sales of a product to be successful, e.g., sale of phones, most music subscribers, most smart speakers sold, etc., when that's never Apple's goal. No, Apple TV Plus is all about adding value and hence some revenue to the Apple ecosystem, not being the most watched or beating Disney, etc.
You misunderstand the nature of their relationship, and what Apple is trying to accomplish with their streaming service. Apple and Disney aren't "going head to head." Disney's CEO, Bob Iger, sits on Apple's Board of Directors and intimately understands Apple. Cook and Iger see their businesses as complementary. That's why, unlike Netflix, Disney agreed to have a channel on Apple TV and give Apple a cut. Indeed, don't be surprised if Apple announces a bundle with Disney today.
Moreover, you're making the mistake people make over and over that in order for Apple to succeed, others must fail. When Jobs came back to Apple he shared his epiphany that Apple had to realize that it wasn't necessary for Microsoft to fail for Apple to succeed. Not understanding this is why so many pundits are consistently wrong in their predictions. They think that Apple has to be #1 in sales of a product to be successful, e.g., sale of phones, most music subscribers, most smart speakers sold, etc., when that's never Apple's goal. No, Apple TV Plus is all about adding value and hence some revenue to the Apple ecosystem, not being the most watched or beating Disney, etc.
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