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Apple TV+ Launching November 1 for $4.99 Per Month
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From the Apple website in regards to the one year free offer: https://www.apple.com/newsroom/2019...ginals-from-the-worlds-greatest-storytellers/
"Only one one-year offer is available per family, regardless of the number of devices purchased."
"Only one one-year offer is available per family, regardless of the number of devices purchased."
It seems to be unclear for now. Tim did mention movies in addition to the Apple original stuff, but I’ve no idea what he meant by that. Sit tight and let’s see what gets revealed between now and the 1st of November.
It’s the whole quality vs quantity argument all over again.
Netflix may boast more content, but I increasingly find myself spending more time scrolling through content than actually watching them.
Apple video may have fewer shows on paper, but if they can appeal to me, I don’t mind paying. The first year will likely be free for me anyways since I am looking to upgrade from my iPhone 8+.
Yes, the competition is getting steep, but the knives have been out for Netflix a long time. I remember the Qwikster fiasco and all the doom and gloom that followed.. from the falling share prices, to the bad press and articles pushing buyouts from companies like Apple. Netflix managed to weather that storm and still come out on top, and right now they're the top paid streaming service on the planet. No, they're not too big to fail, but they're not going to be crushed by this news.
Nothing like what we see now. NFLX has lost almost 30% of its value since the big boy, Disney, made their plans known. Now another potential big boy with that fattest wallet on the block dropped their service for $4.99.
Absolutely soul crushing for Netflix.
I hold stocks for the long term, but if I owned a big stake in NFLX, I’d actually consider selling because the threat is so serious.
It was as bad or worse. Netflix's streaming service was still getting off the ground and their relationships with all the major studios was rocky. Starz had just decided to not renew their licensing contract with Netflix, which at the time was big chunk of their good streaming content.
https://www.washingtonpost.com/busi...011/10/25/gIQAEcROGM_story.html?noredirect=on
https://www.cnet.com/news/starz-halts-licensing-talks-with-netflix/
Their stock has plunged a number of times before and they've continued to survive and thrive.
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It’s different now bro...Disney is a soul crushing competitor and the undisputed king of content. They undercut Netflix ruthlessly with the $6.99 plan and now Apple did $4.99.
Netflix has to raise debt to fund their content expenses while Disney and Apple have nearly unlimited capital and far stronger earnings.
Netflix doesn’t make enough profit and still has an insane valuation. I predict pain.
Stock plunges unrelated to the core business are fine; AAPL has gone down too, but these are serious threats to the core business of Netflix.
Remember, no one really cares about “Netflix.” They are a essentially a content provider. When the content leaves or becomes unappealing, “fans” won’t stay because they like the service. It’s a commodity...streaming. They have no protection against competing services other than the content, which is expensive and usually owned by another player now with their own service, like Disney...so they lose licensed content left and right.
Original content is EXPENSIVE and risky. Apple can play and cover mistakes by buying more content. Netflix has no money. Disney has an endless library of owned content.
It probably needs to be a product you could watch the shows on. I’m assuming that you can’t watch them on the suddenly ironically named Watch.
You know, Netflix’s monthly bill is still cheap enough that I don’t mind just letting them bill me every month, even as I find I am using their service less and less these days.
But there is just something about Netflix’s original content that rubs me the wrong way. It just isn’t resonating with me. On paper, the plot and premise seem exciting, and they boast excellent casts, then you watch it and it feels like it’s lacking a certain spark. I can’t explain it. Maybe I am simply not the target audience, but it feels like someone was greenlighting a bunch of content just to meet a quota and not spending enough time actually monitoring the production process.
And they are losing a lot of licensed content. Arrow and elementary are gone (in Singapore at least). The marvel tv series is dead in the water. Killjoy was stuck at season 2 and I have no idea what the holdup is. I have watched a bunch of anime series and that’s pretty much it. I appreciate lucifer getting a fourth season, and am waiting for the next season of Sabrina, but in the meantime, I am being peppered with stinkers like Wu Assassin. And their penchant for killing shows after 2 or 3 seasons makes me wary of getting too invested in any of them.
As I play to upgrade my phone this year, a year of Apple TV+ seems to be in the bag, but a lot of Netflix’s own problems seem to be self-inflicted. Apple and Disney are simply there to twist the knife a little deeper.
When I saw the price I said "Wow, that's great". Then when I saw the entire launch lineup of content I thought "Wow, that's kind of overpriced".
Kind of agree, but you can watch ATV+ content on an iPad, AFAIK, you can't on an Apple Watch. I think it's limited to devices that ATV+ supports. So actually the Apple TV is the cheapest option if you want a free year (basically pays for 40% of the device).
I agree about the original content. Netflix has some quality shows and movies (American Factory was a recent watch *thumbs up*), but a lot of them don't look like they're worth watching. I feel the same way about Amazon and Hulu's originals too. Like you said, on paper it often sounds good. It's like they throw a bunch of money at a project and get some great talent attached to it, but then it doesn't quite come together and the writing often feels like an afterthought.
Hopefully Apple will do it better.
I think Netflix has enough popular originals to keep subscribers around, but they need to up their game because the mediocre to downright crap ones are watering down their brand.
Really, I barely watch Netflix and wouldn't miss it much if I cancelled my subscription.
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Netflix is looking at charging the biggest price they can because they only have to worry about their one service...I mean, yes, they are competing with others...and that effects what they charge...as does their catalog. But, they aren't selling us anything else.
Apple has to quantify all the services they provide...I think they want to imagine someone with centralized Apple services...if any one service is too expensive (arcade, music, magazines, etc.) they are cannibalizing their own prospective customers for other services...I think they want people to buy deeply into the Apple ecosystem, in all segements. Accordingly, I think they need to manage their prices a bit more than others. Likely, this will set them up for a real cash cow, a bundle that includes it all. If they can build these individual services up and then do that at a price that competes with what someone would pay for cable TV AND offer family sharing...I think the future will look bright for them.
Apple has to quantify all the services they provide...I think they want to imagine someone with centralized Apple services...if any one service is too expensive (arcade, music, magazines, etc.) they are cannibalizing their own prospective customers for other services...I think they want people to buy deeply into the Apple ecosystem, in all segements. Accordingly, I think they need to manage their prices a bit more than others. Likely, this will set them up for a real cash cow, a bundle that includes it all. If they can build these individual services up and then do that at a price that competes with what someone would pay for cable TV AND offer family sharing...I think the future will look bright for them.
Guess that depends on what you mean by “more new shows”. Are you saying at launch over the first year or some other metric? Many of the Disney+ shows that have been announced are not expected to show up until 2020. Apple has announced many shows, but has not yet given launch dates for most of them.
On another note, I wonder if all the new Marvel Universe shows will speed the exhaustion with the genre. I am not arguing on either side, but it is a huge amount of new content in the universe and if it does not bring new in new viewers but mostly just grabs those who already watch, it is a real risk for them.
The part that you are missing is each of the series can stand on its own. You don’t need to know much about the Marvel universe to watch them.
The crossovers and cameos are what slightly connects the things together, but it’s not required to enjoy the content
The Verge: Apple TV Plus is trying to be HBO, not Netflix
- Curation and quality over quantity
- Curation and quality over quantity
What you are missing is that, while these shows can stand alone, a large part of their audience is common. The risk is that they overload their audience and hit “Super Hero Fatigue”.
Again, it is more than slightly, and is designed to keep as much of the audience as possible watching all the shows.
Maybe there is never too much Marvel content, and their audience will never grow tired of it. I guess we will see.
Analysis about quality over quantity when nobody has seen any of Apples content. Absolutely worthless.
Nobody can say until some of it airs
Nobody can say until some of it airs
That’s actually not true that the audience is common. What you are not identifying is how many genres some of these shows/movies/characters cover. You always have the die hard fans, but you should try and look at the closet fans. There are actually a lot of people who enjoy watching whatever comes out of Marvel because they can be entertaining to a lot of different people.
Based on what are you saying these shows will mostly distinct audiences? From the MCU films, we saw mostly the same audience (greater than 70% overlap). Based on what the CW found with its Arroverse audience research, they also have about 65-75% overlap.
They are super hero shows/movies. They may also reach some other genre (like Dr. Strange with the magic angle), but at their heart they are super hero shows/movies, and that is where the source of the risk they face of “Super Hero Fatigue” originates.
You seem to be arguing both sides here. Which is it? In your view, is “a lot of people who enjoy watching whatever comes out of Marvel”, 10% of their audience, 25%, 50%, 75%? The problem is overexposure. The more of this content there is, and the more commonality in the audience, the greater the risk.