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It's alright I guess. So far it seems like a lot of drama centered around a millionaire

I… really don't think it's centered around any single character.

with just about the most powerful & coveted job in an organization thinking she doesn't have enough power & wealth and threatening the remaining stability of the entire organization to get more. I suppose this resonates with most americans who like to think of themselves as future 1%ers. I'm going to be real interested to see how any other employee in this Morning Show production company with a dead-end position, crap pay, a rusty camry, 16-18hr shifts, and a pile of verbally abusive bosses feels about her characters brooding sense of unfairness lol

It sounds like you have an axe to grind, and also like you haven't seen the show. I can't really think of any character for whom your description fits. There's a brief moment towards the end of the season where Aniston's character tries a power grab, but it's a rather minor plot point, whereas you make it sound like a season-long arc.
 
This feels just like the iphone all over again. Critics lambasting TV+’s content at launch, because they think that Apple is being naive and pompous for thinking that they can just walk in and succeed with original content.

Once again, it’s worth thinking about how TV+ is the ingredient to a larger Apple experience. Use original content to get people into the TV app in order to funnel them into other video bundles. Apple not only earns revenue from TV+ (eventually), but also earns a cut from third party video subscriptions.

I do believe Apple is on to something big here with TV+ and the Apple TV app.
 
The trailer was very badly produced though and did not do the show justice.

I think the bigger mistake was handing out only the first three episodes to reviewers. The show was clearly designed for a long plot arc with big reveals towards the end of the season.

Maybe they should've given reviewers episodes 1, 2, and 8, but perhaps they didn't want journos to spoil it.
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This feels just like the iphone all over again. Critics lambasting TV+’s content at launch, because they think that Apple is being naive and pompous for thinking that they can just walk in and succeed with original content.

I don't think TV+ is years ahead of the competition the way the iPhone was years ahead of Symbian, Blackberry, Windows Mobile, and Palm OS.

It's a good offering, but nothing revolutionary.

Once again, it’s worth thinking about how TV+ is the ingredient to a larger Apple experience. Use original content to get people into the TV app in order to funnel them into other video bundles. Apple not only earns revenue from TV+ (eventually), but also earns a cut from third party video subscriptions.

I do believe Apple is on to something big here with TV+ and the Apple TV app.

Yes.
 
This feels just like the iphone all over again. Critics lambasting TV+’s content at launch, because they think that Apple is being naive and pompous for thinking that they can just walk in and succeed with original content.

Once again, it’s worth thinking about how TV+ is the ingredient to a larger Apple experience. Use original content to get people into the TV app in order to funnel them into other video bundles. Apple not only earns revenue from TV+ (eventually), but also earns a cut from third party video subscriptions.

I do believe Apple is on to something big here with TV+ and the Apple TV app.
Incorrect. It’s highly unlikely Apple will make any meaningful profit at all from Apple TV directly, unless they get several Star Wars calibre franchises under their belt under which is unlikely to happen for a very long time.

The whole purpose of Apple TV plus is to expand the Eco system and draw people to more hardware sales which then drives people to other services which is where the real profit expansion is happening. It’s like a drug pusher giving free tasters so once the client is hooked you’ve got them for life.
 
I loved the show. Everything except Steve Carell. He's hard to take in a serious role.
 
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I think the bigger mistake was handing out only the first three episodes to reviewers. The show was clearly designed for a long plot arc with big reveals towards the end of the season.

Maybe they should've given reviewers episodes 1, 2, and 8, but perhaps they didn't want journos to spoil it.
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No not at all the show delivered it’s story arches, character development and enough plot twists in the first three episodes. Apple did fine giving them that. The critics possibly had ulterior motives and skewed opinion pieces. The movie industry can be just as unscrupulous and shortsighted as any other, like stock analysts for example, who only until very recently had all been so far off the mark and incorrect with their analysis and financial estimates of Apple stock that it’s a wonder how they are still allowed to be employed.
 
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Incorrect. It’s highly unlikely Apple will make any meaningful profit at all from Apple TV directly, unless they get several Star Wars calibre franchises under their belt under which is unlikely to happen for a very long time.

The whole purpose of Apple TV plus is to expand the Eco system and draw people to more hardware sales which then drives people to other services which is where the real profit expansion is happening. It’s like a drug pusher giving free tasters so once the client is hooked you’ve got them for life.

It’s not that hard for Apple to break even. At $50 a year, assume an annual budget of 2 billion, we are looking at 40 million subscribers. Doesn’t seem like that hard a sell given its massive install base. I guess it doesn’t hurt that the lack of a back catalogue helps keeps costs low. No point getting into a senseless bidding war.
 
It’s not that hard for Apple to break even. At $50 a year, assume an annual budget of 2 billion, we are looking at 40 million subscribers. Doesn’t seem like that hard a sell given its massive install base. I guess it doesn’t hurt that the lack of a back catalogue helps keeps costs low. No point getting into a senseless bidding war.
Nope. It’s not going to happen. Apple Music is the same. It’s there to bring people in, forge relationships with artists, create brand association with the music industry and push hardware sales and fortify the eco system. It’s not a money spinner.
 
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Nope. It’s not going to happen. Apple Music is the same. It’s there to bring people in, forge relationships with artists, create brand association with the music industry and push hardware sales and fortify the eco system. It’s not a money spinner.

It doesn't need to be a money spinner. It's already 20% of Apple's revenues, and it's been growing fast. That's perfectly fine for Apple.
 
It doesn't need to be a money spinner. It's already 20% of Apple's revenues, and it's been growing fast. That's perfectly fine for Apple.
I never said it needed to be a money spinner. I was replying to your post which said Apple TV plus would make sizeable returns. I said likely it wouldn’t. Curious to know which sources you are using that show Apple TV is garnering 20 per cent of apples revenues. That’s an absolutely astounding figure. Do share. Or do you mean Apple Music. That’s even more astounding. Let me know where these stats are from. Cheers
 
I never said it needed to be a money spinner. I was replying to your post which said Apple TV plus would make sizeable returns. I said likely it wouldn’t.

Where did Abazigal say something about the size of returns?

Curious to know which sources you are using that show Apple TV is garnering 20 per cent of apples revenues. That’s an absolutely astounding figure. Do share. Or do you mean Apple Music. That’s even more astounding. Let me know where these stats are from. Cheers

Services are 20%.
 
Going in I expected a 'woke' PC drama designed to please the Twiterrati. Was completely hooked and watched the whole thing over the weekend with my wife. The writing is thought-provoking and at times punches you in the guts. There are so many shades of gray and it looks at the me-too movement from all sides which I was not expecting from something coming from Tim Cook's Apple. There's a moment between Steve Carrell and Martin Short that made the whole show worth watching for me. Jennifer Aniston was unexpectedly great and Billy Cudrup lit the screen up every time he was on.
 
I never said it needed to be a money spinner. I was replying to your post which said Apple TV plus would make sizeable returns. I said likely it wouldn’t. Curious to know which sources you are using that show Apple TV is garnering 20 per cent of apples revenues. That’s an absolutely astounding figure. Do share. Or do you mean Apple Music. That’s even more astounding. Let me know where these stats are from. Cheers

I am not the poster you were quoting, but I am referencing this article by Aboveavalon here.


Neil Cybart estimates that by 2022, Apple Music will turn a profit of 2.8B, while TV+ will generate a profit of 0.6B. 1.5B for Apple Arcade, 0.5B for Apple news. I know this doesn't sound like much, but consider that even Netflix has yet to turn a profit (since it is still servicing a sizeable amount of debt), which just goes to show how brutal the streaming market can be.

A profit of 5 billion doesn't seem like a lot given how Apple easily earns many times that from the sales of iPhones alone, but money is still money at the end of the day, I guess.
 
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Where did Abazigal say something about the size of returns?



Services are 20%.


The discussion was about Apple TV plus making a profitable return or not. I used Apple Music as an example of where this is not the case and these types of devices are used to push hardware sales, which then lock consumers into an eco system which transfers into the other more profitable service yields. You then mentioned Apple actually make a 20 percent return, implying this was in reference to Apple music as that was what we then discussing. Even so I fail to see what total service profit fundamentals have to do with whether or not Apple TV plus will provide revenue or not. Again, they are and most likely will not be a driving force of any significance in moving the needle of financial returns. And Apple knows this, and are fine with it as they should be.
 
It doesn't need to be a money spinner. It's already 20% of Apple's revenues, and it's been growing fast. That's perfectly fine for Apple.
Exactly. And not only are services 20% of revenue—they have a gross profit margin of about 70%. That allows Apple to maintain their ~38% overall gm, even with hardware down around 31%.

Put another way, services are subsidizing hardware prices.
 
I am not the poster you were quoting, but I am referencing this article by Aboveavalon here.


Neil Cybart estimates that by 2022, Apple Music will turn a profit of 2.8B, while TV+ will generate a profit of 0.6B. 1.5B for Apple Arcade, 0.5B for Apple news. I know this doesn't sound like much, but consider that even Netflix has yet to turn a profit (since it is still servicing a sizeable amount of debt), which just goes to show how brutal the streaming market can be.

A profit of 5 billion doesn't seem like a lot given how Apple easily earns many times that from the sales of iPhones alone, but money is still money at the end of the day, I guess.
Those figures surprise me and I would be cautiously optimistic over those financials. But happy to be proven wrong particularly in light of how much music artists get paid in the wake of today’s cataclysmic changes in the music industry.
 
This feels just like the iphone all over again. Critics lambasting TV+’s content at launch, because they think that Apple is being naive and pompous for thinking that they can just walk in and succeed with original content.

Once again, it’s worth thinking about how TV+ is the ingredient to a larger Apple experience. Use original content to get people into the TV app in order to funnel them into other video bundles. Apple not only earns revenue from TV+ (eventually), but also earns a cut from third party video subscriptions.

I do believe Apple is on to something big here with TV+ and the Apple TV app.
But you always think Apple has some grand brilliant plan that no one can see. How many people are paying for Apple TV+ right now? Maybe Apple doesn’t care if they think it’s going to get people into the TV app buying an HBO subscription or something. But it Apple’s grand designs here are really just making commission off TV app “channels” subscriptions...I guess you could call it brilliant if it makes Apple a lot of money but is that really all Apple is about now? Not making great products but finding ways to make money off their install base any way they can? To me that’s not exciting as a fan of the company.
 
Where did Abazigal say something about the size of returns?



Services are 20%.
Yeah and you know what the bulk of services are? Apple getting their 30% cut every time someone spends .99 or 1.99 to buy more coins or remove ads from a game. Sure it’s highly unlikely Apple will ever give out hard subscription figures but so far we’ve gotten next to nothing about Apple News+, TV+ or Arcade. If these services were really taking off ala Disney+ Apple would be crowing about it. We‘d get press releases touting it.
 
Yeah and you know what the bulk of services are?

I don't, and neither do you, because Apple doesn't actually drill it down any further in public.

Apple getting their 30% cut every time someone spends .99 or 1.99 to buy more coins or remove ads from a game. Sure it’s highly unlikely Apple will ever give out hard subscription figures but so far we’ve gotten next to nothing about Apple News+, TV+ or Arcade. If these services were really taking off ala Disney+ Apple would be crowing about it. We‘d get press releases touting it.

OK, but so what?

There seems to be a weird mismatch here between "this is as revolutionary as the iPhone" (I don't think that's right), "they will never break even" (I wouldn't be surprised if they already have) and "this serves only as a conduct to sell more hardware" (it doesn't have to be either-or, but if it were purely that, they probably wouldn't let you run Apple TV+ on third-party TV sets and Roku).

It's a revenue stream. It doesn't have to be the biggest, or the most profitable; it can exist in its own right and be… just fine.
 
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