Disney Unveils Disney+, Thoughts on Apple TV+ Pricing Options, Apple Spending $500M on Apple Arcade

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

  • Disney Unveils Disney+

  • Thoughts on Apple TV+ Pricing Options

  • Apple Spending $500M on Apple Arcade

We kick off today’s update with my thoughts on Disney’s investor day and Disney+. The discussion then turns to what Disney+ pricing may mean for Apple TV+ pricing. The email concludes with news that Apple is spending hundreds of millions of dollars on Apple Arcade. We go over why the news is so remarkable and the difference between Apple funding original video for Apple TV+ and iOS games for Apple Arcade.

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