Thoughts on an Apple Content Bundle, Potential Apple Bundle Pricing, Thursday Q&A 

Today's Above Avalon daily update includes the following topics: 

  • Thoughts on an Apple Content Bundle
  • Potential Apple Bundle Pricing
  • Thursday Q&A

Today's email begins with my thoughts on the increasing likelihood that Apple will launch a content bundle. We go over the various Apple services that I think will make up such a subscription. The discussion then turns to potential pricing for an Apple content bundle. We conclude with the latest installment of Thursday Q&A. I answer the following questions from Above Avalon subscribers:

  • Of the 900 million people with an iPhone, how many are on 16 GB / 32 GB devices?
  • Is there any realistic scenario where it becomes attractive for Apple to support a Disney bid for Fox? If Disney loses its Fox bid, could Apple acquire Disney’s media business?
  • What are the odds of Apple acquiring Magic Leap?

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