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  1. proslijedio/la je Tweet

    Critical point for anyone thinking about Apple TV+ subscriptions -- from blog earlier today 👇👀 "Quick reminder on accounting of iPhone revenue into Services"

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    ‘Company man’: Apple’s Peter Stern is the no-nonsense former cable TV exec leading Apple’s subscription services via

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  3. proslijedio/la je Tweet

    So I have the new TV app from on my iPhone XS, part of beta 12.3 but none of my content plays natively in the app -- still links out 🤔🤔🤔

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  4. proslijedio/la je Tweet
    22. svi 2019.

    And now your rewatch begins. Every Game of Thrones episode is now available for offline viewing. Try HBO free with the new Apple TV app.

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  5. proslijedio/la je Tweet
    Odgovor korisnicima

    Best is via apple channels cause you can offline download

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  6. proslijedio/la je Tweet

    Interesting to consider that Apple is outspending Disney by multiples in terms of original programming budget for vs. -- Apple going all-original programming whereas Disney relying heavily on old movies and tv shows (both very different than Netflix)

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    Tech Platforms vs Legacy Media aka Consumer First vs Business Model First -- notice a trend 😉 Original Content Bingeable ▪️Netflix ▪️ Amazon ▪️ Apple (assumed) Original Content Week-to-Week ▪️ HBO / HBO Max ▪️ Showtime ▪️ Hulu ▪️ Disney+

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  8. proslijedio/la je Tweet
    Odgovor korisnicima

    Disney — engagement with streaming hopes to drive movie tix, theme park trips, merch, etc Apple — engagement with streaming hopes to drive device purchases Amazon — engagement with streaming hopes to drive retail sales Time = Money

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  9. proslijedio/la je Tweet

    Disney and Apple are not competitive, not competing, generally indifferent to what one another does.

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  10. proslijedio/la je Tweet
    29. ruj 2019.
    Odgovor korisniku/ci

    What Apple needs now is a platform like YouTube and pass on subscription $ to content creators. Lots of useful stuff on YouTube.

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  11. proslijedio/la je Tweet
    Odgovor korisnicima

    free with device purchase is a pretty good way to get lots of users quickly -- says over 200 mm devices sold annually -- beyond that it will be all about content quality and engagement

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  12. proslijedio/la je Tweet
    Odgovor korisniku/ci

    How many massive bets is Disney or Peacock making -- not sure I understand -- Apple doing more originals than anyone other than Netflix, Amazon and maybe Hulu

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  13. proslijedio/la je Tweet

    Check out the ads showing up in Discover within content & between content — high quality brands advertising on - Bud Light, USAA, Michelob and Apple

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  14. proslijedio/la je Tweet
    25. lis 2019.

    improving search is theoretically bad for the ad business, if google actually showed you organic search results anymore

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  16. proslijedio/la je Tweet
    28. lis 2019.

    "The topic du jour in tech right now is the sudden reappraisal of some high-flying startups based on unit economics/gross margins (e.g. WeWork, Uber, DoorDash, Postmates, etc). “Growth solves many problems at startups, unit economics is not one of them”

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  17. proslijedio/la je Tweet
    28. lis 2019.

    . in 2016: "I've got an unwritten blog post about unit economics. One of the things that Silicon Valley does when it gets risk-seeking, which it did in '99 and now, is they invest in businesses with lower and lower gross margins."

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  18. proslijedio/la je Tweet
    1. stu 2019.

    Giving away Peacock prob the right move. Ad buyers desperate for brand safe premium inventory. Hulu is monetizing at $10+/mo per sub. Burke thinks Peacock can do $5. As ratings continue to fall for linear and viewing goes to no ads SVOD, Peacock becomes big recipient of those $.

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  19. proslijedio/la je Tweet
    4. stu 2019.
    Odgovor korisnicima

    this is the most common pushback I hear, discounting to loyal customers who would be users/shoppers anyway. At least in ecomm/digital, my hypothesis is companies underestimate their maintenance/reactivation marketing spend, so overstate the cost of loyalty programs in aggregate

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  20. proslijedio/la je Tweet
    22. stu 2019.

    which is funny, because apparently people way more important than me having that same reaction changed the course of the company

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