An Upcoming Flood of TV Content, Netflix Mulls Pricing for Ad Tier, Apple TV+ Pricing Strategy (Daily Update)

The following update was sent to members on August 29th.

Hello everyone. Let’s jump right into a new week of updates.


An Upcoming Flood of TV Content

Here’s the Financial Times:

“Since 2016, the veteran US television executive John Landgraf has been predicting the arrival of ‘peak TV’ — the moment when the number of new scripted shows reaches an all-time high.

The streaming boom has proved him wrong every time but he gamely made the prediction again this month, telling guests at the Television Critics Association press tour that 2022 would mark ‘the peak of the peak TV era’.

Landgraf, chair of Disney’s FX network, conceded that he could be wrong this time too. But there is little doubt that this autumn will present audiences with a flood of some of the most expensive television ever produced.”

It’s not good to be known as the prognosticator of peak TV. There is no question that streaming has led to the overall video pie getting larger. While we may see a temporary plateau in the number of scripted shows produced, betting on peak TV is basically betting against video. That’s not an attractive bet to me.

An offshoot to Landgraf’s “Peak TV” theory does intrigue me though.

An Above Avalon membership is required to continue reading this update. Members can read the full update here. 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.

(Members: Daily Updates are always accessible by logging into Slack. If you haven’t logged into Slack before, fill out this form to receive an invite.)


Above Avalon Membership

Payment is processed and secured by Stripe. Apple Pay and other mobile payment options are accepted. Special Inside Orchard bundle pricing is available for Above Avalon members.

The daily updates have become widely read and influential in the world of Apple and technology. They are unmatched in the marketplace in terms of comprehensive analysis and research on all things Apple. Members reside in 60 countries and hold a diverse range of backgrounds and occupations. They include Silicon Valley executives and investors, the largest Apple shareholders, and the leading Apple journalists in the business.

More information about Above Avalon membership, including the full list of benefits and privileges, is available here.