Wannabud said:The Apple bundle is a different enough value proposition for customers that I don't think they will suffer the same level of cancelations. More diverse set of products and many might not even be there for the Apple TV component. We have it and I've only watched two shows on Apple TV in the last 3 years. And I obviously represent the average consumer....texagbeliever said:
Given NFLX's subscription problem, is there any thought that AAPL's music/Apple TV could post similar subscription loss problems?
An old article from around their Q4 earnings in Jan. Basically 60% of Apple TV subscribers were on a free promotional offer back in January.
https://variety.com/2021/digital/news/apple-tv-plus-freeloader-problem-percent-free-1234890385/
Apple had been giving away the free Apple TV+ subs since they launched a few years ago (mainly with iPhone sales). Do they need to get people off the free subs and onto a paying sub? Yes, but I don't think it will be a huge needle mover. Too much of their performance will be tied to the iPhone.
Check out Severance on Apple TV+. YWIA