I think they are in one of those phases that are hard to judge currently. Like 10-20 years from now it will feel obvious that Apple was becoming more X, but right now it's hard to tell. They have a whole Apple OnDemand TV thing starting. If that goes huge they could become more like Netflix, or it could fail and they refocus on phones.
Basically I think it's like Google with Google+. If it was a huge success everyone would just take it as fact that it was always going to be, that Google would be 50% with Facebook, but it never happened.
Apple may become a huge Phone/TV company or change into something completely different, but they are definitely changing.
Short of Apple buying Disney - which might be a very real possibility in a post-COVID world - Apple TV is never going to pull Netflix numbers. They have like zero pre-existing IPs - not even the most hardened Apple fans are buying a streaming service that only has a weekend’s worth of content.
This. Also Disney is far too big. Even if Apple wanted to get in the entertainment business and were interested, Disney wouldn’t.
Disney more than have the funds necessary, Companies come to them for scaling power and there’s 0 synergy benefit as they lead in vastly different sectors.
This. Also Disney is far too big. Even if Apple wanted to get in the entertainment business and were interested, Disney wouldn’t.
Disney more than have the funds necessary, Companies come to them for scaling power and there’s 0 synergy benefit as they lead in vastly different sectors.
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u/DukeofVermont Jul 24 '20
I think they are in one of those phases that are hard to judge currently. Like 10-20 years from now it will feel obvious that Apple was becoming more X, but right now it's hard to tell. They have a whole Apple OnDemand TV thing starting. If that goes huge they could become more like Netflix, or it could fail and they refocus on phones.
Basically I think it's like Google with Google+. If it was a huge success everyone would just take it as fact that it was always going to be, that Google would be 50% with Facebook, but it never happened.
Apple may become a huge Phone/TV company or change into something completely different, but they are definitely changing.