Also: by acquiring Gimlet, @ApplePodcasts could have original, exclusive audio content. (If they don't, they'll lose all those shows to Spotify, who will certainly make it exclusive)
And Apple's streaming service could make original TV and movies from Gimlet's IP.
It's WIN-WIN.
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If Apple wants to win against Netflix and Spotify in the world of streaming, they should start where they have the biggest advantage: PODCASTS. 60% of listeners use
@ApplePodcasts. They own the biggest podcast directory. They have editorial control over what gets featured.Pokaż ten wątek -
Apple has a huge opportunity here: Turn the "
@AppleMusic" subscription into an all-you-can-eat streaming buffet: - TV - Movies - Premium podcasts - Audio books - Music The pitch: "Instead of paying for Hulu, Netflix, Audible, and Spotify, get AppleStream."Pokaż ten wątek -
BTW - Apple is *already* investing in original content for their new streaming service. They've already bought the rights to a new thriller series by
@MNightShyamalan.https://www.theverge.com/2018/2/27/17059138/apple-tv-thriller-series-m-night-shyamalan …Pokaż ten wątek
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Price was surprising to me. I know they have some popular podcasts, but article says the ad rev for entire podcast market is small (few hundred million). Is this based on potential mostly?
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An increasing portion of Gimlet's revenue is now coming from Hollywood deals like Homecoming.
Plus: branded podcasts are still performing well (Gimlet Creative does that).
Also, there is still tons of growth in podcast advertising – that's still just getting started. - Pokaż odpowiedzi
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