Apple Adds Dozens of Licensed Movies to Apple TV+, More Signs of Apple TV+ Momentum, Apple Video Revenue Drivers


Today's Above Avalon Daily email covers the following topics:

  • Apple Adds Dozens of Licensed Movies to Apple TV+

  • More Signs of Apple TV+ Momentum

  • Apple Video Revenue Drivers

Hello everyone. Happy Monday. It's already turning into a busy week for Apple. Today's update will be focused on several Apple TV+ developments and Apple’s broader video play.

Let’s jump right in. 

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Apple Stores as a Reopening Barometer, Apple Buying Licensed Video Content, Facebook Buys Giphy

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

  • Apple Stores as a Reopening Barometer

  • Apple Buying Licensed Video Content

  • Facebook Buys Giphy

We begin today’s update with a letter from Deirdre O’Brien (Apple’s head of retail and people) to the Apple community regarding reopening stores. In particular, we cover the idea that Apple is being looked at as a barometer used to indicate the safety of reopenings. The discussion then turns to news of Apple reportedly buying licensed content for Apple TV+. We go over whether or not the move is a subtle shift in strategy. The update concludes with my thoughts on Facebook buying Giphy and why I think Facebook and Apple are increasingly becoming competitors.

Above Avalon membership is required to read this daily update. Members can read the update here.

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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.

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  • 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.

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