Disney+ is off to a smashing start in its quest to dominate the streaming wars.
After launching on November 12, the Mickey Mouse company revealed this morning that it has already surpassed 10 million sign-ups. That makes the “millions” Apple TV+ pulled in during its first week look pretty weak.
BritBox has stepped up its fight against Apple TV+ and other streaming services by expanding its reach to the United Kingdom.
Priced at just £5.99 a month, the service offers an impressive catalog of content from leading British TV channels — including BBC, ITV, Channel 4, and Channel 5.
If you’ve been enjoying Apple TV+ and wondering why your vision is suddenly better, it’s not that you’re getting younger. It’s that Apple’s new service streams the highest-quality 4K content yet.
That’s according to new tests that measure the bitrate of video streams. They reveal See has the highest bitrate so far, closely followed by The Elephant Queen.
The first Apple TV+ reviews are out — and, broadly speaking, they’re not great. Critics generally slammed the marquee shows on the Apple TV+ slate. Anyone wanting to pull together a movie poster with positive pull-quotes would need to do some serious wading through bile to emerge with choice excerpts.
That’s a shame. And while it might seem easy to write off the bad reviews — based on the just the first few episodes of four shows, all shown to critics prior to the service’s launch — the poor reception might suggest deep-seated problems for Apple TV+. It sounds like a service that suffers from a lack of vision.
Apple TV+ hasn’t even launched yet, but already investment gurus are seeing cartoon-style dollar signs in their eyes.
According to Morgan Stanley analysts, Apple TV+ could be a $9 billion-per-year business by 2025. That’s a whole lot of $4.99 sign-ups!
Apple isn’t just taking on Netflix’s business with Apple TV+; it’s also challenging its philosophy for commissioning shows.
In a new article for Wired, Apple TV+ boss Zack Van Amburg says that the company is going on gut instinct for its new shows. That’s vastly different to Netflix’s famously data-driven approach to commissioning.
Netflix warned investors that the upcoming launch of Apple TV+ and Disney+ could generate “modest headwinds” when it comes to new subscriber growth. Despite the warning, Netflix shares surged in after-hours trading today after it reported better-than-expected earnings.
In a letter to shareholders, Netflix didn’t sound too worried about the upcoming streaming wars. The company pointed out that it’s already been competing against streamers and regular TV for over a decade now.
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Apple TV+ and Disney+ may be the two new kids on the streaming services block, but the majority of Netflix subscribers are in no rush to check them out.
According to a survey carried out by Piper Jaffray analysts, around 75% of current Netflix subscribers have no plans to subscribe to either new service. That’s good news for Netflix investors in the short-term. But I’m not convinced that it gives a fair indication of what might eventually happen.
Disney+ and Apple TV+ may not have made their debut yet, but their influence is already showing up in the market place. Netflix, the established guard of streaming content, recently launched a new strategy to hook subscribers.
For one of its new shows, Netflix is offering the first episode for free — even if you’re not a Netflix subscriber.
