Breakingviews - Apple TV could be pilot for more dramatic things

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Breakingviews - Apple TV could be pilot for more dramatic things
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(Reuters Breakingviews) - Apple is known for the cleanness of its smartphone des...

CEO Tim Cook speaks at an Apple event at their headquarters in Cupertino, California, U.S. September 10, 2019. REUTERS/Stephen Lam

NEW YORK/SAN FRANCISCO - Apple is known for the cleanness of its smartphone designs, yet its TV plans have until now been full of static. On Tuesday, the $970 billion company made things a tad clearer, by announcing that its new Apple TV+ package will be cheaper than rivals. That doesn’t guarantee it will be a smash hit, but it’s enough to get a bunch of people trying it out, which will help Chief Executive Tim Cook with a longer-term goal.

At $5 a month, Apple’s offering costs less than half the $13 charged by Netflix for its most popular plan, and the hitherto competitive $7 charged by Walt Disney for its own over-the-top product announced earlier this year. That adds a price war to the content war already underway. Netflix, Amazon and Disney have spent billions on programming. Apple has $102 billion of net cash to dip into. It has committed $6 billion for original shows and movies, the Financial Times reported in August.

Regardless, Apple TV is likely part of a larger strategy shift from hardware to subscription revenue. One tell is that the company is giving away a free year of service with the purchase of an iPhone, iPad or Mac. That’s a decent way of getting customers on the hook to pay Apple recurring fees. Apple also unveiled a subscription gaming service for $5 a month for a family. While the content is limited that may not matter.

For the nine-months ending June 29, Apple’s service revenue represented 20% of its $196 billion in sales. It’s growing at a fast clip, some 16% over the period compared to the same period a year ago. That compares with Apple’s flagship stream of hardware revenue, which declined. Keeping the trajectory of services going is growing more critical.

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