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At this point, there are still tons of unknowns around the streaming video service that Apple would have unveiled at an event on March 25, during which we hope to see, among other things , the first real video clips that will be part of Apple 's next Netflix rival.
The event, which is set at the Steve Jobs Theater at 10 am local time, is of paramount importance for several reasons. There is the announcement itself, which will drive the iPhone maker into a territory dominated by rivals like Netflix and HBO – streaming giants that have been around for a long time and know better than anyone else how difficult it is to select creators and programs that generate buzz, the audience and prestige that creative teams crave in all areas.
The upcoming event will also be the first time that Apple uses the site for anything other than an ad on the iPhone.
"This is the moment," Apple's official announcement of the event said in the media, and two analysts at investment firm Wedbush believe this is the case for several reasons. For starters, according to a new comment on the Apple projects that analysts have distributed to customers today, 100 million subscribers to Apple 's future rival, Netflix, seem to be a "medium-term, realistic goal", the message says.
"If Apple runs its operations with a minimum of slowdowns and aggressively acquires its content, given the company's considerable installed base and unparalleled loyalty to its brand," analysts write. Reaching 100 million subscribers for this new service in the next 3 to 5 years seems so realistic. target. A product that could generate additional revenue of up to $ 10 billion in Apple's coffers – and another Apple product that allows customers to stay connected to the company's ecosystem.
The note is a further indication that a much anticipated revelation of what Apple is focusing on in terms of original shows matches the expectations of visitors on March 25th. We could also get an idea of Apple's subscription offer for Apple News regarding articles such as newspapers and magazines, assuming that the company was able to dispel disagreements with publishers who apparently threatened to postpone this announcement.
However, the streaming TV service is a big bet. It is an attempt to try something much more difficult than it seems and that also generates competition at an exponential rate these days. Similarly, Disney, AT & T, NBC and many other brands with deep pockets also jump into the scorching waters. There is a legitimate question about the amount of quality content that actually exists and about the price that subscribers will want to subscribe to, making offers like that of Apple even more risky – and potentially lucrative if the Company manages to pull this message. of.
It is interesting to note that Wedbush's note describes Apple's March 25 announcement as a simple enigma: a major "transformative" content acquisition this year that will immediately put Apple in the top of the charts.
"We (and many more) are getting what we expected and predicted, as the company is poised to announce its first-ever streaming video service that will be a cornerstone of its wings of services in areas such as video content and potentially more read games. the next decade, "reads the note.
The new streaming service will likely be launched this fall, the message continues, "and will include a host of content partners (eg, HBO remains the largest variable X) as well as original content from Apple with the company being produced. with Oprah, Reese Witherspoon / Jennifer Aniston, Steven Spielberg, and a few other projects, the company spending about $ 1 billion on original content this year. "Of course, companies like Amazon and Netflix are spending a lot more content until the end of the year." That's why Wedbush analysts think "the clock has come for midnight for Cupertino "in order to arrange a major content acquisition.and for doing so this year, with merger / acquisition agreements that may include teams with studios such as a24, Lionsgate, Sony and even Netflix.
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