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Apple’s Video Streaming Plans: Key Open Questions

There were 221 active over-the-top (OTT) services in the US in 2018, up from 199 in 2017, per Parks Associates. And this figure is slated to increase as Disney, WarnerMedia, NBCUniversal, launch their own services in 2019 and 2020. Getting in the streaming race earlier could help Apple more quickly cultivate a following among consumers that may otherwise become users of other streaming services that launch sooner. In a March 2019 research note, Goldman Sachs predicted that Apple’s streaming could in a bull case scenario lure 20 million subscribers in two years if it was priced at $15 monthly.

From the article "Apple’s Video Streaming Plans: Key Open Questions" by Kevin Tran.

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The share of U.S. households that acquire their TV signals via over-the-air antenna increased to 20 percent—or about 24 million homes—from 16 percent from early 2015 through the end of 2017, according...

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