wigby

I think it’s silly to single out iPhone X as two-handed because of the lack of reachability. It’s obvious that the lack of home button is the real reason behind this omission.

simply258 said:

I doubt they are still negotiating. What would they say? Apple: Same price. Disney: No. Apple: Yes. Disney: No. And so on. But I guess now that others are doing it for the same price as HD, Disney won't risk looking greedy with higher prices. It actually doesn't cost the studios more because they've already shot the film, it's just a matter of processing 1 file per movie into the appropriate format, it actually costs Apple more because it's their servers that will host these larger files.

It doesn't cost the studios more according to you to go to 4K with no price increase but it does cost them. They build these price increases into future revenue earnings years in advance. To have Apple come along and negotiate them out of those revenue increases is the same as losing money to them. We will see if the shareholders notice this little speed bump in their earnings calls.

smaffei said:

$180 is double what the competition is charging and 20% more than the last generation of Apple TV.

So, that HD->4K "free" upgrade really isn't free. Eddy baked the cost of the 4K content upgrade into the price of the unit.

Kind of reminds me of the Fire discount except customers pay for that in the form of advertising and privacy.

NY1822 said:

anyone think they will redesign the remote?

Please no one respond. That's the last reason we all have to watch this event for true surprises 

sog35 said:

SpamSandwich said:

If accurate, I really don't understand the thinking behind this. These new guys need to think like a lean startup, not a flush with cash arm of Apple. That's a sure fire way to lose your shirt going into negotiations. But hey, it's not THEIR money, right? Jeez.

act like a start up?  Why?

Apple is already a decade behind Netflix.  

Apple has $250 billion in cash.  At this point time is more valuable than money.  Its the same reason they bought Beats instead of growing their own streaming platform.

I have no problem with Apple spending HUGE cash in growing their video platform.  

As a shareholder I see them spending billions on content as an investment.

I disagree that they are in a race. All it takes is one hit 5 years from now and Apple will be setup and ready to go. No need to rush good content. Good stories and storytellers will always be valued and Netflix does not have any kind of monopoly on that.

In the meantime, they can throw their cash around as a negotiating tactic. They might not even be serious but by upping the bidding, they can damage their competition. Of course that also raises prices for us too eventually.