The Future of Apple's Cash Machine, Apple Sets Original Video Content Budget, Apple Studios Taking Shape 

Today's Above Avalon email includes the following stories: 

  • The Future of Apple's Cash Machine
  • Apple Sets Original Video Content Budget
  • Apple Studios Taking Shape

We kick off today's email by going deeper into the discussion found in this week's AboveAvalon.com article ("Apple Has the Best Business Model for Generating Cash"). Specifically, we go over my thoughts on the Apple cash machine changing in the future. The discussion then turns to the WSJ reporting Apple has established a $1B budget for original video content. We go over my thoughts and observations on the report, including how that $1B stacks up to the budgets of other companies getting into original video content. The email then turns to my Apple Studios theory and how Apple's latest moves in video and music continue to fit with the idea of Apple establishing a somewhat independent content arm. 

These stories are available for Above Avalon members. To continue reading, click here.


Become an Above Avalon member to read today's stories and receive future stories in a daily email containing 2-3 stories (10-12 stories/week). You can use the payment forms/links below to sign up ($20/month or $200/year). For more information on membership, click here

 
 
 
 
Previous
Previous

Estimating iPhone Sales Mix by Model, Video Streaming Is an Arms Race, Thursday Q&A

Next
Next

Aetna Looking to Subsidize Apple Watch, Thoughts on New Apple Watch Pricing and Naming