David Angehrn’s Post

Streaming customers are developing subscription-pausing habits as services like Netflix, Disney+ and Apple TV+ become the go-to way of watching TV in many households, instead of cable. The monthly median percentage of premium streaming video subscribers who rejoined the same service they had canceled within the prior year was 34.2% in the first nine months of 2024, up from 29.8% in 2022. The increasingly ingrained habit underscores the importance of streamers regularly delivering hit shows and films as well as live fare such as sporting events. Streaming services are trying to use a mix of bundles, promotions, well-timed marketing emails and lower-cost ad-supported plans to lure customers back faster or help them feel they are getting enough value to stick around longer. 📺 Read more: https://on.wsj.com/40Mjn5y

Did you know Apple TV+ only accounted for 0.3% of U.S. TV screen viewing in June? Despite this, Apple is investing $20 billion in original content to make Apple TV+ a central piece of its ecosystem. This move underscores Apple's commitment to premium content and its broader strategy to integrate services like Apple Music and Apple Arcade. Learn how Apple's strategy could reshape the streaming landscape and what it means for your business. Apple TV+ is not just about winning the streaming wars; it's about controlling the entire media experience. With successful series like 'Ted Lasso' and 'The Handmaid’s Tale,' Apple is well-positioned to lead by creating a universal interface for streaming services. What do you think about Apple's approach to the streaming market? 🤔 Read the full article and let me know your thoughts. Link in comments. #AppleTVPlus #Streaming #MediaStrategy #BusinessInsights #DigitalTransformation

Netflix is discontinuing Apple iTunes billing for subscribers in several countries, including the U.S. and Canada, directing them to pay Netflix directly. This follows their 2018 decision to halt new subscriptions through Apple to bypass the 15%-30% fees. Despite initially adopting Apple's in-app subscriptions in 2015, Netflix is now urging remaining Apple-billed users to switch their payment method to Netflix, aiming to maximize its subscription revenue retention. In my recent newsletter for direct subscribers (not here on Linkedin), I spoke about why platform fees are B.S. https://lnkd.in/e5EMZhww TLDR: I don’t inherently have a problem with platform tax. My issue is when platforms force you to use their in-app billing. And let’s be honest, 30% is highway robbery and we’re wondering why streaming services aren’t profitable????  For some reason, I’m the only person talking about this, which I’m cool with. And by the way, these types of spats are the true streaming wars. Not which general interest video streaming service amasses the most subscribers. #streamingwars #ott #video #media #entertainment  #streaming #tv #avod #fast #svod #tvod

In case you were not aware, subscription pauser is a convenient way to better manage your streaming services. Instead of cancelling, consider pause billing for a few months, then come back when you are ready. Many services offer this feature, including Netflix, Disney+ and Apple TV+. #streaming https://lnkd.in/gqiCpjg4

Despite investing billions into original content and strategic partnerships, Apple TV+ is facing a tough challenge in the highly competitive U.S. streaming market. Recent data reveals that Apple TV+ accounts for just 0.2% of total TV viewing time in the United States. This modest share highlights the intense competition Apple TV+ faces from established streaming giants like Netflix, Amazon Prime Video, and Disney+. While Apple has introduced critically acclaimed shows and movies, the platform's limited library compared to its rivals may be contributing to its struggle to capture a larger audience. As Apple continues to invest in high-quality content and expand its offerings, the company is undoubtedly working to increase its market share. However, with such a small slice of the pie, Apple TV+ faces an uphill battle to become a major player in the streaming world. Hashtags: #AppleTVPlus #StreamingWars #Television #StreamingServices #AppleTV #MediaIndustry #EntertainmentNews #StreamingMarket #TechInvestments

The Final Nail in the Coffin for the Streaming Wars: Apple has invested a staggering $20 billion in shows and movies since the launch of Apple TV+, yet it generates fewer views in a month than Netflix does in a single day. This stark contrast has led Apple to reconsider its strategy and cut back on TV spending. Check out this article for a deeper dive into how this decision might reshape the streaming landscape and what it means for consumers and competitors alike. #StreamingWars #AppleTV #Netflix #Media #Investment #TechNews

Apple seeks to license more Hollywood films for streaming Apple is in talks to license more films from Hollywood studios to boost its streaming portfolio. The iPhone maker's successful deal to license around 50 movies from Hollywood studios earlier this year has encouraged it to pursue more content. Apple TV+ streaming service, known for its original series like Ted Lasso, The Morning Show, and Slow Horses, has so far differentiated itself in the streaming landscape with a focus on in-house content. However, the platform is among the streaming services with the highest number of customers cancelling a subscription. The move to license more Hollywood films comes as Apple TV+ aims to expand its library of offerings and attract more users in a competitive industry. The streaming service has garnered 72 Emmy Award nominations across various categories. Apple did not immediately respond to a request for comment on the matter. . . . #Apple #Hollywood #Streaming #AppleTVPlus #Licensing #Movies #TVShows #StreamingService #Entertainment #tribunetrends

We’re at a transitional moment in streaming — user growth is slowing and major players are looking to consolidate. The perfect time, then, for The New York Times to interview many of the industry’s big names — including Netflix co-CEO Ted Sarandos, Amazon’s Prime Video head Mike Hopkins, and IAC chairman Barry Diller — about what they think comes next. There seemed to be broad agreement on most of the big themes: More ads, higher prices, and fewer big swings on prestige TV. These changes are all united by the shift towards profitability, rather than growth-at-all-costs. If the initial prices of many streaming services seemed unsustainably low at launch, it turns out they were — prices have been steadily rising, while the streamers have also introduced more affordable subscription tiers for viewers who are willing to watch ads.

It’s strange to think of a company with a market cap of $3.41 trillion as a startup. But when it comes to original streaming content, Apple TV+ is relatively new to the game. It only started developing original scripted series in 2017 and launched its first hit, The Morning Show, in late 2019. Despite setbacks caused by the pandemic and guild strikes, Apple earned 72 Emmy nominations across 16 of its original shows during the announcement on July 17, its highest total ever. For comparison, the industry’s streaming leader, Netflix, received 107 nominations. When viewed by 2024 year-to-date minutes watched by platform, it’s clear that Apple is punching above its weight. Emmy awards have traditionally been valued based on post-ceremony ratings and the awards show viewership itself. With streamers now leading the Emmys, Luminate’s streaming consumption metrics offer real-time insights into the impact of award nominations. Read Carolyn Finger's newsletter insights here: https://lnkd.in/gYDPYmWq

The "streaming bundle wars" are heating up as Comcast roles out StreamSaver, which will be available exclusively to subscribers of their internet service. They will be launching a bundle of Peacock, Netflix, and Apple TV+. This is an obvious answer to Disney and Warner Bros Discovery's announced bundle. Paramount+ is now on the clock. #streaming #streamingbundle #streamingwars #streamsaver