The Threat to Apple TV+’s Bundle Bet

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The Threat to Apple TV+’s Bundle Bet
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Apple has yet to divulge any hard paid-subscriber numbers on Apple TV+ to date, though third-party sources paint the streaming service’s reach as lower than one might expect. While Apple has a mas…

With any bundle offering, Apple TV+ should initially see accelerated uptake. Just look at what the Amazon Prime bundle offering hasBut at the same time, the bundle strategy — specifically Apple’s multi-tiered, intra-Apple service strategy internally dubbed “Apple One” — has the potential to further complicate the Apple TV+ consumer pitch, which would be counterproductive to accelerating growth.

Sure, it’s easy enough for Apple to say, “If you already have Apple Music, you could subscribe to Apple TV+ for just an extra …” . But multiply that by four in a standard 30-second ad, or even a standard billboard or digital banner, and you risk confusing consumers.

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