Curation as a Business Model, YouTube TV Price Increase, Thursday Q&A

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

  • Curation as a Business Model

  • YouTube TV Price Increase

  • Thursday Q&A

We begin today’s update in video streaming land and my thoughts on why proper and intelligent curation is not an attractive business model for most companies playing in the content game. This is why Apple’s Curation for Casual strategy for content distribution is so intriguing. The discussion then turns to YouTube TV’s price increase and why nearly every slimmed down cable bundle is pushing through higher prices. The price increases are not sitting well with users. We conclude with the latest installment of Thursday Q&A. I answer the following questions from Above Avalon members:

  • What is the rationale behind Apple removing games from Apple Arcade versus keeping a back catalog like streaming video and music services?

  • What are your thoughts on Apple keeping 50% of Apple News+ revenue?

  • In light of the recent iPad mini update, how do you perceive this new model? Does Apple have high aspirations for the model?

  • What is the difference between FY2Q19 and CY2Q19?

  • If you were allowed to ask a question on Apple's FY2Q19 earnings call, what would you ask?

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