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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We kick things off with Neil’s thoughts on an Apple TV+ / Paramount+ streaming bundle. The discussion then turns to Verizon unveiling a Netflix and Max streaming bundle. We look at these developments from the perspective of companies attempting to combat video streaming churn.

Above Avalon Gifts are now available for the 2023 holiday season. The full list of exclusive gift options available to members are found at the end of the update and here.

Subscribe $20/month

Subscribe $200/year

Payment is hosted by MoonClerk and secured by Stripe. Apple Pay and other mobile payment options are accepted. After signup, use this link to update your payment information and membership status at any time.

An audio version of this update is available to members who have the podcast add-on attached to their membership. More information about the podcast add-on is found here. Special Inside Orchard bundle pricing is available for Above Avalon members. Additional membership customization is available via the Financial Models add-on.

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

Apple Discussing Apple TV+ and Paramount+ Bundle, Verizon Announces Netflix and Max Bundle, Combatting Video Streaming Churn, Above Avalon Gifts (2023)