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I think it's interesting that things are turning full-circle where people once were willing to pay extra to be able to skip ads. Now, after so many little price increases here and there and companies splitting out their content so that you have to buy xx number of subscriptions from different companies to be able to get all of the content, it seems like the average person is more willing to deal with ads again to save a few bucks.
[doublepost=1565132208][/doublepost]Sorry if I haven't been following along...has Apple announced yet how much Oprah+ is going to cost?
 
Your move, Apple and Netflix.

I am guessing Netflix will minimally have to put an end to raising price every 18 months, as well as no longer charging extra for UHD experience (Disney+ includes UHD for free).

As for Apple, while it could launch Apple TV+ at higher price than Disney+, a bundle that combines Apple Arcade, Music, TV+, and possibly iCloud and News+ would have to be pretty aggressive, minimally "buy 2, get 1 free" (e.g., $19.99 for Arcade, Music, and TV+).

Apple will have to get creative with its pricing/bundling, because it will get slaughtered in a straight fight.

No matter how good it turns out to be, Apple's slate of content hasn't been seen or heard by anyone, and can't compare to Disney's established stable of franchises, back catalog, and with this package, live sports (which, while declining, is what drives live TV).

Disney is being very aggressive with their introductory pricing (don't expect it to last), trying to get people hooked early, and carve out its subscriber base in a market that is heading toward further fragmentation.

The streaming market is going to be fought with exclusive content as the weapons, as the content creators either go direct to consumers, or are allied with established delivery services. Those without such weapons will find it hard to compete.

The notion that Disney/Fox, CBS, AT&T/Warner, or Neflix won't compete with Apple TV+ is laughable, when all the players are clearly girding for the battle by spending billions of dollars creating original content, including Apple itself.

The rise and fall in subscriber numbers coinciding with the seasonal airing of popular shows clearly indicates consumers are content driven, and not loyalty to any particular service.

In the entertainment business content is, and will always, be king. Whether AppleTV+ measures up will be determined by how much people want to watch its shows.
 
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Big problem with the Disney service for me is I’ve already bought pretty much every Disney, Marvel, Pixar, Star Wars, Indiana Jones movie on iTunes. So having access to the “back catalog” is not a factor for me, which reduces the value of the service.

Maybe I’ll still sign up, but it’s not as compelling a proposition as if I hadn’t purchased any of those already. Also pretty sure it won’t be long before they start jacking that price up. I bet you within 2 years that $7 per month will be at least $10 per month (which would be a 43% price increase). Guarantee you they’ve already planned this out in the boardroom.
 
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Apple will have to get creative with its pricing/bundling, because it will get slaughtered in a straight fight.

...

In the entertainment business content is, and will always, be king. Whether AppleTV+ measures up will be determined by how much people want to watch its shows.
True and even with very compelling contents, their perceived value will be weighed down by competitors (especially Disney, HBO, and Netflix).

Apple is further constrained by some real limitations. But at the same time, it has much wider variety of services at its arsenel:
  • iCloud ($0.99/month for 50GB individual, $2.99/month for 200GB family, $9.99/month for 2TB family)
  • Apple Music ($4.99/month for students, $9.99/month for individual, $14.99/month for family)
  • iTunes Match ($24.99/year)
  • Apple News+ ($9.99 for family)
  • Apple TV+ (family)
  • Apple Arcade (family)
It remains to be seen whether Apple will be able to utilize them for competitive advantage. Bundles such as these could cover very large percentage of potential customers:
  • $14.99 to $19.99/month individual: 50GB iCloud, Music (individual), and a choice of Arcade, News+, or TV+
  • $19.99 to $24.99/month family: 200GB iCloud, Music (family) and a choice of Arcade, News+, or TV+
  • $39.99 to $44.99/month premium: 2TB iCloud, Music (family), and Arcade, News+, and TV+
 
I’ll be getting this! Now I need to figure out how to watch sports. Any ideas? I plan on cancelling directv now.
 
It’s only a deal if you actually want ESPN. Is there a discounted bundle with just Disney+ and Hulu? I have no interest is sports.
It’s only a deal if you actually want ESPN. Is there a discounted bundle with just Disney+ and Hulu? I have no interest is sports.
My sentiments exactly. I would've just gotten Disney and Hulu a la cart, but, it's the same price as the bundle :(
 
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Indiana Jones still has distribution rights through Paramount. Only newly filmed Indiana Jones movies can be distributed through Disney. Maybe filming one in 2021.

Big problem with the Disney service for me is I’ve already bought pretty much every Disney, Marvel, Star Wars, Indiana Jones movie on iTunes. So having access to the “back catalog” is not a factor for me, which reduces the value of the service.

Maybe I’ll still sign up, but it’s not as compelling a proposition as if I hadn’t purchased any of those already. Also pretty sure it won’t be long before they start jacking that price up. I bet you within 2 years that $7 per month will be at least $10 per month (which would be a 43% price increase). Guarantee you they’ve already planned this out in the boardroom.
 
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