Neil Cybart Neil Cybart

MLB’s New Media Rights, Tesla Planning CarPlay Support, More on Meta’s Business Model

Today's Above Avalon Daily update includes the following stories:

  • MLB’s New Media Rights

  • Tesla Planning CarPlay Support

  • More on Meta’s Business Model

We wrap up a busy week with two news stories that jumped out at me. The update begins with a closer look at MLB (U.S. baseball) signing a new media rights deal. Our focus then turns to reportedly big news on the CarPlay front as Elon Musk is looking to eventual support CarPlay in Tesla vehicles. The third story ties up a few loose ends regarding our Meta discussion from yesterday.

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Neil Cybart Neil Cybart

Apple Raises Apple TV+ Monthly Pricing by 30%, More Guerrilla Marketing Surfaces for Severance, Apple Reportedly Wants Out of MLB

Hello everyone. Welcome to a new week.

We will jump into things by venturing into Apple TV+ land.


Apple Raises Apple TV+ Monthly Pricing by 30%

In a press statement issued last Thursday, here’s Apple:

“The monthly subscription price for Apple TV+ will increase in the U.S. and select international markets for new subscribers beginning today, August 21. In the U.S., the monthly price is now $12.99 (up from $9.99). Existing subscribers will see the change 30 days after their next renewal date. The annual subscription price remains unchanged, as does pricing for Apple One, which is the easiest way to enjoy all of Apple’s subscription services in one plan at the best value.

Since its launch, Apple TV+ has expanded its deep library of hundreds of exclusive Apple Originals, with thousands of hours of premium programming across genres and brand new releases weekly — all ad-free.”


The following exhibit shows stated Apple TV+ monthly pricing since the 2019 launch including this newest 30% increase. The two prior increases were 40% (2022) and 43% (2023).

This latest price increase is different from the others as Apple did not alter Apple TV+ pricing for annual and Apple One subscriptions.

 
 

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Neil Cybart Neil Cybart

Apple’s “Peek Performance” Event Review (Interesting Tidbits and Observations)

Today’s Above Avalon daily update contains the second half of my Apple event review. We go over the most interesting tidbits and observations from Apple’s “Peek performance” product event.

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Above Avalon members receive the full Above Avalon experience throughout the week.

The cornerstone of Above Avalon membership is access to Neil’s exclusive daily updates about Apple. Daily updates are 2,000 words and sent via email Monday through Thursday. Updates revolve around the following topics:

  • Apple business and strategy analysis.

  • Neil’s perspective and observations on current news and Apple competitors.

  • Neil’s Apple financial estimates.

  • Full coverage of Apple earnings, product events, and keynotes.

If it is of interest to Apple, it is something I pay attention to.

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  • Receive Exclusive Daily Updates. The cornerstone of Above Avalon membership is access to Neil’s exclusive daily updates about Apple. Each email is 2,000 words and includes Neil’s analysis and perspective on the most important stories and news impacting Apple. Unlike other paid emails that may sporadically talk about Apple, every Above Avalon daily update is focused on Apple. New updates are sent Monday through Thursday. Approximately 200 daily updates published throughout the year. Sample daily updates can be viewed here, here, and here. Members have the option of receiving a consolidated weekly version of the daily updates. In addition, an RSS feed is available for members. The daily updates can also be consumed in audio via the Above Avalon Daily podcast (available to members as an add-on feature).

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