First thoughts: If I was Gimlet, I'd be knocking on Apple's door to get a competing offer. Why? Apple is launching a streaming TV service. Apple needs content IP for original TV shows and movies (to compete with Netflix). Gimlet has this! https://twitter.com/nwquah/status/1091496410392875008?s=21 …
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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.3 odpowiedzi 0 podanych dalej 3 polubionePokaż ten wątek -
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.4 odpowiedzi 1 podany dalej 12 polubionychPokaż ten wątek -
W odpowiedzi do @mijustin
What would Apple win if they won this war? Honestly it seems better to sell the shovels than get involved in the low margin entertainment business (except as is necessary to bootstrap demand for their hardware)
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W odpowiedzi do @ideasasylum
Subscription revenue!
They want some of that "Netflix money"
They've evaluated the upside, and are already investing (BIG!) in original content.
https://www.theverge.com/platform/amp/2019/1/30/18202831/apple-tv-streaming-tim-cook-earnings-call-investors-disney-netlflix-hulu …pic.twitter.com/6ZRHmUXoGc
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W odpowiedzi do @mijustin
I’m still not convinced. Netflix is not profitable but Apple wouldn’t like you to justify your next AppleTV/iPhone/iPad purchase and if a locked-in exclusive content channel helps that then they play the game.
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But Apple is already putting iTunes on Samsung devices. They're shifting priorities. Less = vendor lock- in. More = streaming / media options on every device. They're gearing up for a battle with Netflix. https://www.theverge.com/platform/amp/2019/1/6/18170797/samsung-2019-tvs-itunes-support-airplay-2 …
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