“In the ecosystem of Apple (WKN: 865985) Apple Music is the number one streaming service, ”said service chief Eddy Cue last summer when he confirmed that the music streaming service had reached 60 million subscribers. Thanks largely to Apple’s ongoing offering to give away the new video streaming service for free for one year on hardware purchases, Apple TV + has managed to attract customers so quickly.
In fact, Apple TV + has more customers than the competing service from Disney (WKN: 855686), which was introduced around the same time.
Apple TV + is already number 3
A report from the Wall Street Journal last week that shed light on some of the questionable content Amazon (WKN: 906866) Prime Video Throws also contains some interesting data. Referring to ampere analysis, the article compares the customer base of several prominent video streaming services.
|service||U.S. Customer base (Q4 2019)|
|Netflix (Code: 552484)||61.3 million|
|Amazon Prime video||42.2 million|
|Apple TV +||33.6 million|
|Hulu (including Hulu TV)||31.8 million|
|Disney +||23.2 million|
DATA SOURCE: AMP ANALYSIS ABOUT WSJ.
Based on these numbers, Apple TV +’s customer base is about half the size of Apple Music just two months after its launch. But that’s exactly what happens when you sell tens of millions of devices every month and thereby give away subscriptions to the streaming service free of charge as a bonus.
CEO Tim Cook said Apple “has come to the conclusion that a great way to get more people to see the content is [Apple TV+ kostenlos zu bündeln], and that it would be a good gift for our users. ”The technology giant from Cupertino knows that he still has to catch up in terms of original content – which makes it more difficult to win paid subscribers. Therefore, Apple has to provide what it has to its customers so that customers can also talk about it.
Disney + had 10 million registrations on day one, though that number included free trials. In addition to subscribers to Hulu (also part of Disney) and ESPN +, the House of Mouse is expected to announce the official number of Disney + subscribers when it releases its first quarter results on February 4. Disney said in November that it had 3.5 million ESPN + subscribers and 28.5 million Hulu subscribers.
Prime Video is included in Amazon’s popular Prime membership program, but not all members use the service. Some may just be there for free shipping. Amazon announced last week that its music streaming business now has 55 million customers worldwide, including people who use the ad-supported version for free.
Market leader Netflix released its fourth quarter report last week, which shows that it has 61 million paid memberships in the United States. Ampere’s estimate for Netflix is likely to include free tests that Netflix no longer details.
The real test for Apple TV + will only take place later this year, when all these device buyers have to decide whether they are willing to pay $ 5 a month for the service after the free trial ends.
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John Mackey, CEO of Whole Foods Market, a subsidiary of Amazon, is a member of The Motley Fool’s board of directors.
This article was written by Evan Niu in English and published on Fool.com on January 25th, 2020. It has been translated so that our German readers can take part in the discussion.
The Motley Fool owns shares of and recommends stocks from Amazon, Apple, Netflix and Walt Disney and recommends the following options: Long January 2021 $ 60 calls on Walt Disney and Short April 2020 $ 135 calls on Walt Disney.
Motley Fool Germany 2020