Strategy Analytics: Apple's TV Service Fails to Impress; Device and Content Weaknesses Clearly Evident

March 26, 2019

According to Strategy Analytics, Apple starts with a huge built-in disadvantage, with only 175 million addressable TVs compared to more than 900 million for Netflix.

BOSTON--(BUSINESS WIRE)-- According to Strategy Analytics, while Apple TV’s new app brings users access to iTunes, a slick new interface, easy sign-up to premium OTT channels, and improved recommendations, its primary benefit is extending the Apple ecosystem beyond the Apple TV, iPhone, and iPad. Despite this, Apple starts with a huge built-in disadvantage, with only 175 million addressable TVs compared to more than 900 million for Netflix.

Apple also unveiled its SVOD service, Apple TV+ but like its Apple TV counterpart it too was far more hype than substance.

  • With A-list talent like Steven Spielberg, J.J. Abrams, Oprah, Jennifer Aniston, and Jason Momoa, Apple’s unveiling was not without star power, but to compete against the likes of Netflix, Amazon Prime Video, Hulu, and Disney’s soon to launch SVOD service Apple is going to need a deep, rich catalogue of titles, which they just did not show here.
  • In addition to a sparse catalogue, Apple failed to announce how much Apple TV+ will cost.
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