Tag: YouTube TV

YouTube vs. Netflix

YouTube vs. Netflix

YouTube is virtually the same size as Netflix from a Revenue standpoint. Netflix will finish 2020 with Revenue of approximately $25 billion. YouTube will finish 2020 with combined Ad Revenue and Subscription Revenue of approximately $22-23 billion. The two operations share similar revenue growth rates. Thus, if Netflix is worth $227 billion, what is YouTube … Continue reading YouTube vs. Netflix

Streaming Services Unbound

Streaming Services Unbound

There are a number of new streaming content providers on the block such as YouTube TV, ESPN+ and the forthcoming Disney+. In addition, legacy content providers such as the New York Times and CBS have caught subscription fever. (free article) Subscription fatigue? Time will tell. We provide subscriber metrics including number of paid subscribers and … Continue reading Streaming Services Unbound

Apple’s Strategy – The Good, The Bad & The Retro<span class="badge-status" style="background:red">Premium</span> 

Apple’s Strategy – The Good, The Bad & The RetroPremium 

When speaking or writing about Apple we have spent much of the past 18 months beating up on the iPhone. Yesterday's "Apple Event" didn't engender confidence in the firm's content strategy. Anchored by a curated, walled garden approach, Apple's strategy seems mired in the early 2000's at a time when young people have migrated to … Continue reading Apple’s Strategy – The Good, The Bad & The RetroPremium 

Apple’s New Video Service – How Many Subscription Services Can We Eat?

Apple’s New Video Service – How Many Subscription Services Can We Eat?

Will we subscribe to Apple’s forthcoming subscription video on demand (“SVOD”) service simply because it’s Apple? Apple plans to release various service bundles later this year that will contain video and news content. For purposes of this discussion let's focus on video content where the name of the SVOD game is "content quality". At launch, … Continue reading Apple’s New Video Service – How Many Subscription Services Can We Eat?