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State of the Screens

We still don’t know what’s in Apple’s streaming service, how much it will cost, or why we should…

By April 3, 2019No Comments
Big news: More details have come to light about Apple’s upcoming Apple TV+ streaming service, but many questions remain.

What we currently know:
1)
No ads
2) Available in 100+ countries
3) A-list content creators (see below)

What we still don’t know:
1)
What it will cost
2) Everything else 🙂

The big question: Where does Apple TV+ fit?

Video: Apple TV+ Preview — Coming Fall 2019

Content producers showcased at the event:
1)
Oprah
2) Steven Spielberg
3) Jennifer Aniston
4) Reese Witherspoon
5) Steve Carell
6) J.J. Abrams
7) Big Bird

Massive audience: Apple recently announced that they had 1.4B active devices with 900M of those being iPhones.

Quick math on the potential opportunity for Apple TV+:
1) Global Apple customers — ≈ 900M
2) Conversion rate — 10%
3) The potential customer base for Apple TV+ — 90M
4) Monthly subscription cost — $10
5)
Revenue/month — $900M
6) Revenue/year — $10.8B

Flashback: Apple’s TV industry embrace was an inevitable surprise

Podcast: Is Apple TV+ Just Another Video Streaming Service?

More #1: 25 Questions About Apple’s TV and News Announcements

More #2: Examining the Narratives Surrounding Apple’s Announcements

More #3: How Will Apple TV+ Shake Up Netflix? Analysts Are Split

Michael Beach

Michael Beach

Michael Beach is the Chief Executive Officer of Cross Screen Media, a media analytics and software company that enables marketers to plan, activate, and measure CTV and linear TV at the local level. Michael is also the founder and editor of State of the Screens, a weekly newsletter focused on video advertising that is a must-read for thought leaders in the advertising industry. He has appeared in such publications as PBS Frontline, The Wall Street Journal, The New York Times, Axios, CNBC and Bloomberg, and on NPR’s Planet Money podcast.

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