We believe there is significant opportunity cost to Apple TV+. Admittedly it is difficult to quantify. Apple is transitioning from a transaction revenue model (iPhone and related device sales) to a hybrid revenue model as services such as Apple TV+ introduce a recurring revenue element. We like recurring revenue. By definition recurring revenue is predictable … Continue reading Apple TV+
Disney May Be the New King of the Content Jungle. Disney+ Coming to A Screen Near You in November. We've previously written in these pages that "Content Is King". Similarly, back in 2017 we posited that "Netflix Loses in A Disney Fox Deal". Disney - owner of the world's best content library - was in … Continue reading Disney – New King of the Jungle?
A Disney Fox deal could be announced as early as this week. "Content is King" to quote Sumner Redstone, and Disney in recent years has loaded-up on content (Pixar, Marvel, Lucasfilm) to push through its OTT network - BAMTech. Fox's movie library would further bolster Disney's original content library - feeding BAMTech's demand for content. … Continue reading Netflix Loses In A Disney Fox Deal