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Apple TV+ Takes on Netflix With New Hollywood Licensing Deals

Apple TV+ Takes on Netflix With New Hollywood Licensing Deals

苹果TV+通过新的好莱坞授权协议与奈飞竞争
Benzinga ·  13:34

Apple Inc (NASDAQ:AAPL) is in talks with major Hollywood studios to license more films for its Apple TV+ streaming service.

苹果公司 (NASDAQ:AAPL) 正在与好莱坞主要工作室洽谈,为其 Apple TV+ 流媒体服务许可更多电影。

This move aims to expand its library and attract a larger audience by offering a mix of new and classic content.

此举旨在扩大其库存量,并通过提供新旧内容的组合来吸引更多观众。

Apple has approached several top studios to acquire more programming for its customers in the US and internationally, Bloomberg reports.

据彭博报道,苹果已经接触了几家最高级的工作室,为其在美国和国际市场的客户获取更多的节目。

Also Read: Apple Innovates with AI Ads, Reportedly Tests Automated Placements in App Store and Beyond

此外还有本文:苹果开创人工智能广告荣华,据报道在 App Store 和 Beyond 中测试自动放置广告。

Apple TV+ has primarily focused on original productions. Despite successes like "Ted Lasso" and "The Morning Show," the platform has struggled to compete with giants like Netflix Inc (NASDAQ:NFLX).

尽管在如《泰德·拉索》和《早间新闻》等方面取得了成功,Apple TV+ 主要专注于原创制作,但该平台仍难以与奈飞等巨头竞争。

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To address this, Apple recently licensed about 50 movies, including classics like "Mean Girls" and "Titanic," and is now looking to expand this effort.

为了解决这个问题,苹果最近许可了大约 50 部电影,其中包括《校园女王》和《泰坦尼克号》等经典作品,并且现在正在努力扩大这一努力。

With its extensive library, Netflix has one of the lowest cancellation rates, while Apple TV+ experiences higher churn. In addition to licensing more films, Apple aims to enhance its service by exploring new strategic partnerships.

Netflix 有着广泛的库存,因此取消率是最低的之一,而 Apple TV+ 的流失率较高。除了许可更多的电影外,苹果还希望通过探索新的战略合作来增强其服务。

Recent reports indicated that Walt Disney Co (NYSE:DIS) is focusing on increasing "hours per subscriber" to enhance viewer engagement and compete with Netflix. Disney is working on personalized algorithms to recommend content.

最近的报告表明,华特迪士尼公司 (NYSE:DIS) 正专注于提高“每位订户的观看时间”,以增强观众的参与度,并与 Netflix 竞争。Disney 正在开发个性化算法来推荐内容。

Netflix had a market share of 22% in the second quarter of 2024, followed by Disney+ at 11% and Apple TV+ at 9%, as per Statista.

根据 Statista 的数据,2024 年第二季度,奈飞的市场份额为 22%,迪士尼+P11个百分点,而 Apple TV+ 为 9%。

In May 2023, analyst Tim Long estimated that Apple TV+ contributed only 2% to Apple's services revenue, Barron's reports. He projected that the streaming service would generate $1.5 billion in revenue in 2022, which would grow to $2.2 billion in 2023.

2013年5月,分析师 Tim Long 估计 Apple TV+ 只为 Apple 的服务业营收贡献了 2%,根据 Barron's 的报道,他预计流媒体服务将在2022年创造 15亿美元营收,在 2023 年将增长到 22 亿美元。

Needham analyst Laura Martin recently stated that selling CTV ads exclusively on AppleTV+ could boost Apple's revenue growth by 140 basis points, potentially doubling the current consensus growth rate of 1% for fiscal 2024.

Needham 分析师 Laura Martin 最近指出,如果在 AppleTV+ 上专门出售 CTV 广告,可以将苹果的营收增长率提高 140 个基点,可能将当前 2024 财年的一致增长率翻倍。

Price Action: AAPL shares traded lower by 1.90% at $224.52 at the last check on Thursday.

股票价格:AAPL 股价周四收盘时下跌 1.90%,至 224.52 美元。

Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

免责声明:本内容部分使用人工智能工具生成,并经Benzinga编辑审核发布。

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