WEBVTT 00:00:00.017 --> 00:00:05.137 Welcome to TV Plus Talk. I'm Chuck Joyner, and she is Charlotte Henry. 00:00:05.457 --> 00:00:07.437 Charlotte, it's a pleasure as always. 00:00:08.337 --> 00:00:12.717 So pleased to be back with you. We went from thinking we'd have a quiet August 00:00:12.717 --> 00:00:17.477 with not that many stories to discuss, with a couple of really quite big stories to discuss, right? 00:00:18.077 --> 00:00:23.577 It seems like that's also in the larger tech world and also Apple TV Plus, Charlotte. 00:00:23.577 --> 00:00:26.537 It uh august is usually kind of a quiet time wait 00:00:26.537 --> 00:00:29.777 you know building up to all the fall announcements but 00:00:29.777 --> 00:00:32.837 it's been a hot topic kind of time 00:00:32.837 --> 00:00:36.377 yeah i mean yeah every 00:00:36.377 --> 00:00:38.997 time you and i like oh we'll make a show there'll be 00:00:38.997 --> 00:00:41.837 a couple of things to talk about we'll have fun and then 00:00:41.837 --> 00:00:44.837 suddenly we've got like at least three major stories 00:00:44.837 --> 00:00:47.757 to discuss um and there's actually 00:00:47.757 --> 00:00:50.617 before we start there's a couple of things i want to bring up and one thing 00:00:50.617 --> 00:00:53.217 i really want to talk to you about is do you 00:00:53.217 --> 00:00:55.917 remember last week we were talking about son hyun ming my one of 00:00:55.917 --> 00:00:58.777 my favorite footballers moved to the mls which 00:00:58.777 --> 00:01:02.017 means he will be available to buy through apple tv you'll 00:01:02.017 --> 00:01:05.057 be able to see him i remember and 00:01:05.057 --> 00:01:13.337 i yeah i'm still in mourning but we'll move forward on that um if you recall 00:01:13.337 --> 00:01:17.637 i tried to explain what a big deal he is and we've started to see that in real 00:01:17.637 --> 00:01:24.657 life and also they We've seen this in terms of shopping as well. 00:01:24.837 --> 00:01:33.837 Apparently, the Son Hyun Min LAFC shirt has outsold Lionel Messi's Miami shirt and LeBron James. 00:01:37.297 --> 00:01:45.297 You know, I'm not a huge fan of any of the above, but I obviously know the names, 00:01:45.317 --> 00:01:46.757 and it is a bit surprising. 00:01:47.557 --> 00:01:50.957 That and I don't know if this is because what you 00:01:50.957 --> 00:01:57.557 call football we call soccer has become so much more of a global force it well 00:01:57.557 --> 00:02:02.457 it's that but also it's him as an individual as a particular individual he is 00:02:02.457 --> 00:02:10.117 the icon of Korean sport and obviously LA has a very big Korean community, 00:02:10.777 --> 00:02:16.717 he's a hugely popular figure and so he is outsold as i say lebron james steph curry, 00:02:17.497 --> 00:02:20.337 all of this and now i bring this up on this show not just so 00:02:20.337 --> 00:02:24.357 i get to talk about son hymen again but because it 00:02:24.357 --> 00:02:27.237 tells us something for the mls on apple tv 00:02:27.237 --> 00:02:29.997 right p you know i joked with you oh yeah maybe i 00:02:29.997 --> 00:02:32.777 will i was only half joking oh yeah maybe i will 00:02:32.777 --> 00:02:35.577 um take out an mls season pass just so i can watch 00:02:35.577 --> 00:02:38.737 him now if people 00:02:38.737 --> 00:02:41.437 are buying the shirt you think they're not sending their money to apple as well to 00:02:41.437 --> 00:02:49.477 be able to watch that's a very very very very fair point right yes so this this 00:02:49.477 --> 00:02:55.437 looks like a a sports relationship for apple that is flourishing and is to your 00:02:55.437 --> 00:02:59.177 point is probably paying dividends in the form of subscriptions yeah. 00:03:00.291 --> 00:03:05.431 I would think so. And I don't know, I've not heard that Sonny has the similar 00:03:05.431 --> 00:03:07.571 deal that Lionel Messi had. 00:03:07.631 --> 00:03:12.751 If you remember when Messi went over to the MLS, it was such a big deal that 00:03:12.751 --> 00:03:17.411 Apple made an arrangement with him that he got a cut of all the season pass subscriptions. 00:03:17.711 --> 00:03:21.571 Apple was effectively paying part of it to Lionel Messi. 00:03:21.871 --> 00:03:25.731 I don't know if it's the same case here, but either way, I suspect Apple is 00:03:25.731 --> 00:03:27.451 getting some of the trickle down benefit. 00:03:28.431 --> 00:03:31.511 You know i agree and i think it's interesting that 00:03:31.511 --> 00:03:37.171 from a business standpoint that they are essentially investing in the popularity 00:03:37.171 --> 00:03:41.991 of these players and investing in the popularity of the sport as opposed to 00:03:41.991 --> 00:03:46.491 just sitting back and saying oh okay sport you have to generate the audience 00:03:46.491 --> 00:03:51.251 and the excitement and then we will talk to you about what we're going to pay to to cover you. 00:03:52.031 --> 00:03:56.091 Yeah it's the whole thing apple it was significant right the deal was for 10 00:03:56.091 --> 00:03:59.911 years if you remember which is a pretty significant deal in sports broadcasts. 00:03:59.911 --> 00:04:04.011 We don't see much for that long, and it's particularly significant for not a 00:04:04.011 --> 00:04:09.231 hugely popular sport in the US and not a hugely popular league globally. 00:04:09.231 --> 00:04:12.431 So it was a big investment in both time and money from Apple, 00:04:12.431 --> 00:04:16.611 and they've continually needed a superstar to hang off it. 00:04:16.751 --> 00:04:20.011 So at first it had Messi, and now it's got Sonia Ming, 00:04:20.211 --> 00:04:24.531 and I think that's really interesting, and the sale of the jerseys just rather 00:04:24.531 --> 00:04:31.651 underlines what a big deal that is more in the whole broader MLS ecosystem of 00:04:31.651 --> 00:04:33.611 which Apple is now a key part. Yeah. 00:04:34.311 --> 00:04:37.711 Charlotte, I don't want to take us down a rabbit hole too far, 00:04:37.751 --> 00:04:42.911 but I think you bring up an interesting point that a lot of us, 00:04:43.011 --> 00:04:48.371 and I raise my hand and say I'm one of them, don't always appreciate the difference in the leagues. 00:04:48.911 --> 00:04:54.171 Here in the US, we maybe appreciate what we call football, American football, 00:04:54.171 --> 00:04:58.851 You know, the difference between the different conferences and maybe, 00:04:59.091 --> 00:05:00.811 you know, some of the other leagues out there. 00:05:01.291 --> 00:05:07.471 But I don't know that we appreciate the difference in the leagues that you all 00:05:07.471 --> 00:05:10.811 have or that football slash soccer has. 00:05:11.291 --> 00:05:17.371 And so you bring up that he is playing in a, if I'm understanding correctly, 00:05:17.651 --> 00:05:22.571 a relatively minor league or less popular league. That's a better phrase probably. 00:05:22.791 --> 00:05:29.911 Sure. And yet, he has this incredible popularity and is selling all these jerseys. 00:05:30.391 --> 00:05:37.871 Right, exactly. And beyond that, that is, I think, a benefit to Apple and the Apple TV ecosystem. 00:05:40.841 --> 00:05:44.381 Because I'm sure it is manifesting in subscriptions. Yeah. 00:05:44.621 --> 00:05:50.401 And, I mean, if the Messi deal had not worked out, this deal would not have 00:05:50.401 --> 00:05:52.101 happened, whatever the deal is. 00:05:52.921 --> 00:05:58.761 So, you know, I feel like that there is some payoff. 00:05:59.001 --> 00:06:04.261 There has to be some payoff here. If you have one player who migrates to the U.S. 00:06:05.321 --> 00:06:10.801 And Apple TV has the rights to those games or matches. 00:06:11.041 --> 00:06:14.481 Sorry. I'm probably using the wrong phrases for that. No, no. 00:06:14.821 --> 00:06:18.741 I would love to see. I would love to know some more of the specifics of the 00:06:18.741 --> 00:06:20.421 detail. Maybe some of that will come out, right? 00:06:21.741 --> 00:06:24.501 We'll see. You know how tight-lipped Apple is about everything. 00:06:24.701 --> 00:06:27.621 It would almost have to be up to him to release it. 00:06:28.421 --> 00:06:32.601 Yeah, interesting. Interesting. Just continuing on the sort of Apple-y sport 00:06:32.601 --> 00:06:36.641 theme, we've got Apple F1, the movie. 00:06:37.281 --> 00:06:40.381 You and I talked about the significance of it being in cinemas. 00:06:41.201 --> 00:06:44.641 It's now out. You can buy it at a digital purchase. 00:06:44.881 --> 00:06:49.101 That's a collaboration with Warner Brothers, but since August the 22nd, 00:06:49.181 --> 00:06:54.661 it has been available to buy and to watch for yourself at home, which is the next step. 00:06:54.881 --> 00:07:00.021 But what that means, of course, is still not part of Apple TV+. Not yet. 00:07:00.813 --> 00:07:04.013 Not yet. It'll get there. It'll get there. Oh, for sure. 00:07:04.193 --> 00:07:07.553 We know that it's going to be there. But it's interesting how it's going through 00:07:07.553 --> 00:07:12.293 these tiers with the last, last one being Apple's own streaming service. 00:07:13.133 --> 00:07:16.453 Yeah. Well, listen, you know, they're going to milk it for all they can. 00:07:16.613 --> 00:07:18.713 And that's as it should be. 00:07:19.513 --> 00:07:22.973 I'm embarrassed to say. Grab it. Don't come cheap. Yeah. I'm embarrassed to 00:07:22.973 --> 00:07:24.633 say I did not get to see it in the theater. 00:07:25.253 --> 00:07:28.673 The closest IMAX theater to me was just an unrealistic drive. 00:07:29.993 --> 00:07:34.573 So this is on my list to watch on my home theater system, which, 00:07:34.733 --> 00:07:42.093 while it won't rival an in-theater experience, it'll be better than just watching it on my iPad. 00:07:42.653 --> 00:07:45.993 So I'm very much looking forward to it. 00:07:46.073 --> 00:07:50.353 But there's no denying, I mean, it seemed like over on my live show, 00:07:50.533 --> 00:07:57.833 every week we were saying, oh, it's crossed this milestone in global take. 00:07:57.973 --> 00:08:00.733 And it's crossing that milestone in global take and it 00:08:00.733 --> 00:08:04.013 just keeps you know it's it keeps creeping up i 00:08:04.013 --> 00:08:07.013 just heard this well i've got a number for you if you want oh 00:08:07.013 --> 00:08:09.973 please yeah apparently according to 00:08:09.973 --> 00:08:12.893 the press release announcing it being available for 00:08:12.893 --> 00:08:16.013 digital purchase uh it is heading up 00:08:16.013 --> 00:08:18.873 towards 600 million dollars at the global 00:08:18.873 --> 00:08:22.253 box office which makes it brad pitt's highest grossing 00:08:22.253 --> 00:08:25.293 feature film to date and i 00:08:25.293 --> 00:08:28.233 just heard this morning on uh on ken ray's show 00:08:28.233 --> 00:08:31.673 that uh superman was 00:08:31.673 --> 00:08:38.953 number one for the summer and f1 was a very close number two i mean that's huge 00:08:38.953 --> 00:08:45.973 for apple that that really is a huge moment yeah yeah so yeah it feels like 00:08:45.973 --> 00:08:49.973 you know they're they're making some really good solid decisions here on what to back. 00:08:50.693 --> 00:08:58.573 And like every one of these, they make choices and sometimes they work, sometimes they don't. 00:08:59.968 --> 00:09:06.448 Yeah, but this has been, without doubt, a significant win and a significant 00:09:06.448 --> 00:09:11.448 sort of move towards being a media production company as well. 00:09:13.028 --> 00:09:19.748 Agreed. Agreed. But we do have an Apple Sports situation that maybe is not working out. 00:09:20.388 --> 00:09:22.708 Oh, we're going to jump to that, are we? Let's do it. 00:09:23.508 --> 00:09:29.568 Well, there's a report out there that Apple is ending its relationship with 00:09:29.568 --> 00:09:34.268 Major League Baseball, or at least the Friday night version of Major League Baseball. 00:09:34.508 --> 00:09:39.468 Now, from what we could see, there's only one sports reporter that is making 00:09:39.468 --> 00:09:44.788 this really all paths lead back to that report. 00:09:44.968 --> 00:09:48.668 So we don't have this absolutely confirmed as we record this. 00:09:49.468 --> 00:09:54.368 Yes. It seems to be something that everyone has jumped on and saying, yeah, it's very likely. 00:09:55.328 --> 00:09:59.528 Yeah, there's a lot that's swirling around. There's the original report from 00:09:59.528 --> 00:10:01.428 a Yahoo News reporter that you highlight. 00:10:01.788 --> 00:10:10.128 I'm seeing a story on sportspro.com that it's talking about that Apple might 00:10:10.128 --> 00:10:14.148 lose it because there's a whole thing going on with MS, 00:10:14.508 --> 00:10:17.268 sorry, with NBC. We don't have MSNBC anymore, do we? 00:10:17.408 --> 00:10:22.308 And ESPN. so there's a bit going on in that space and it'll be one to watch 00:10:22.308 --> 00:10:27.948 we don't have anything confirmed yet we do have to say that um apple you know 00:10:27.948 --> 00:10:29.508 espn has a big deal already, 00:10:30.408 --> 00:10:38.448 so yeah there is a fair bit going on there is a so we'll have to see how it goes we're not sure. 00:10:40.048 --> 00:10:44.628 Apple has a like has a seven-year deal right that seven-year deal started in 00:10:44.628 --> 00:10:50.968 2022 it's not like it's a deal that ends in 2025 and apple doesn't want to renew it. 00:10:53.568 --> 00:10:59.188 Like it's not straightforward if this is the case no you're right you're right 00:10:59.188 --> 00:11:04.228 it also and this is rampant speculation on my part all right so let's just say 00:11:04.228 --> 00:11:10.148 please oh i love it but but i've i have seen a number of articles recently talking 00:11:10.148 --> 00:11:13.448 about um and i've had some heard some friends talking about it, 00:11:13.868 --> 00:11:16.988 the fragmentation of sports coverage. 00:11:17.708 --> 00:11:21.008 How many times have I moaned about it to you? Well, yeah, exactly. 00:11:21.828 --> 00:11:27.068 And more people are starting to recognize it, that it's getting harder and harder 00:11:27.068 --> 00:11:32.048 to go to one place and see the majority of your favorite sport. 00:11:32.748 --> 00:11:40.048 And it makes me wonder that Apple has decided not to play in this field of fragmentation 00:11:40.048 --> 00:11:48.328 or is the Major League Baseball trying to buy its way out of the contract with Apple since, 00:11:48.528 --> 00:11:51.068 as you pointed out, it's got a bigger deal with ESPN? 00:11:52.328 --> 00:11:55.008 Yeah. Is somebody trying to consolidate it? 00:11:56.034 --> 00:12:00.634 Yeah. Entirely plausible, entirely plausible. Remember, ESPN has just launched 00:12:00.634 --> 00:12:04.074 out its new streaming service as well, its new direct-to-consumer product. 00:12:04.834 --> 00:12:08.054 So we don't know if it's trying to get more into that as well. 00:12:09.274 --> 00:12:14.934 We don't know where NBC fits into all of this. This is quite an interesting situation to watch. 00:12:15.074 --> 00:12:18.714 Obviously, this is the type of story I love and spend a lot of time reporting. 00:12:18.934 --> 00:12:21.214 So I'll keep an eye on it for you, Chuck. 00:12:21.554 --> 00:12:25.114 Yeah, please do, Charlotte, because I know you pay a lot more attention to it than I do. 00:12:25.334 --> 00:12:30.794 I'm much more of a casual sports watcher if I go that far. 00:12:31.994 --> 00:12:35.174 Golf is another thing, but, you know, the rest of the sports. 00:12:35.394 --> 00:12:37.254 I was going to say, what? Yeah. 00:12:37.814 --> 00:12:42.414 I didn't notice that when I was texting you after every hole at the Masters, but okay. 00:12:43.794 --> 00:12:47.554 Yeah, but the rest of the sports, you know, I do think that it's a problem, 00:12:47.554 --> 00:12:54.414 and we're watching American football sort of go through part of this early phase where, 00:12:54.734 --> 00:12:58.974 you know, on Christmas Day, you know, one service gets it and on Thanksgiving 00:12:58.974 --> 00:13:00.394 another service gets it. 00:13:00.554 --> 00:13:04.234 And then somebody else does broadcast rights and, yeah, it's all. 00:13:04.234 --> 00:13:07.014 And then one day in the playoff, Peacock gets it. 00:13:07.334 --> 00:13:12.294 Right. And then Thursday nights, Amazon has, you know, has Thursday night football. 00:13:12.494 --> 00:13:19.274 So, yeah, it's a crazy world out there that if you're a real fan, of one of these sports, 00:13:19.574 --> 00:13:24.294 or frankly, if you're just trying to watch your favorite team, 00:13:24.574 --> 00:13:29.594 you may have to subscribe to four or five different services and have a broadcast 00:13:29.594 --> 00:13:31.294 subscription to be able to keep up. 00:13:32.871 --> 00:13:38.391 Guess what, Chuck? What, Chuck? There's a whole chapter in my book about this. Oh, really? 00:13:39.431 --> 00:13:44.211 Oh, yes. In Streaming Wars, out on October 3rd in the UK, 28th in the US, 00:13:44.451 --> 00:13:48.011 there's a whole chapter about sports streaming, which deals with this issue 00:13:48.011 --> 00:13:49.711 of fragmentation. There you go. 00:13:50.351 --> 00:13:53.171 I honestly, folks, that was not a setup. 00:13:53.451 --> 00:13:58.031 That was genuine just conversation between Charlotte and I. So I'm delighted 00:13:58.031 --> 00:14:00.791 to hear that. I look forward to it. It wasn't a setup by you. 00:14:04.071 --> 00:14:06.511 All right. Now I'm the stooge. Thanks so much. 00:14:09.211 --> 00:14:13.031 Yeah, but it's a hugely interesting space. It's a hugely interesting story that 00:14:13.031 --> 00:14:16.611 we'll have to keep our eyes and ears on. 00:14:17.371 --> 00:14:20.591 I think it would be a bit of a setback to Apple, actually, if it lost the baseball. 00:14:20.911 --> 00:14:24.571 Not that it's done so well. And there's been some quite controversial moments. 00:14:24.711 --> 00:14:28.791 Do you remember when you and I talked about Aaron Judge's record-breaking home 00:14:28.791 --> 00:14:32.211 run and how people were really worried it was going to happen on Apple TV? 00:14:32.811 --> 00:14:37.271 Not on their usual broadcaster. In the case of the Yankees, it would be Yes 00:14:37.271 --> 00:14:40.811 Network with the commentators that they like. 00:14:42.411 --> 00:14:47.471 So there's been a few moments with Apple TV. Apple refused to give up that game, by the way. 00:14:47.851 --> 00:14:51.351 So it's sort of tried to plant its flag in baseball. 00:14:53.971 --> 00:14:57.891 But I'd be surprised if Apple went out without a fight, unless, 00:14:58.091 --> 00:15:00.511 of course, it feels like it's just not getting its return. 00:15:01.191 --> 00:15:05.171 Because it's never charged extra for baseball. 00:15:05.891 --> 00:15:07.531 You just get it. It's sort of free. 00:15:08.931 --> 00:15:14.051 Yeah, and maybe Apple was expecting a little bit more of a favored nation status 00:15:14.051 --> 00:15:18.471 because of that, because they were trying to draw people into their service 00:15:18.471 --> 00:15:21.391 and deliver it to their customers. Or to make a lot of money through the advertising. 00:15:21.891 --> 00:15:23.191 Well, yeah, there's that too. 00:15:24.691 --> 00:15:30.091 I always get confused, but I don't even think you need a TV Plus subscription to watch the baseball. 00:15:31.591 --> 00:15:35.191 I can't confirm or deny that. I don't know. I can't remember, 00:15:35.191 --> 00:15:37.911 but I'm pretty sure you just get it within the app. 00:15:38.171 --> 00:15:41.791 Anyway, it will be interesting to see how that story plays out, as I say. 00:15:42.771 --> 00:15:47.291 Do you know what else is not interesting, though, Chuck? What's not interesting, 00:15:47.431 --> 00:15:50.291 Charlotte? No. Well, it is interesting, but I'm cross about it. 00:15:50.871 --> 00:15:53.871 Okay. They're putting the price up again of TV+. 00:15:56.151 --> 00:15:59.311 Yes yeah i saw that and yeah i 00:15:59.311 --> 00:16:02.771 feel like let's break this down yeah yeah i'll 00:16:02.771 --> 00:16:05.451 let you break it down first because i have my break it down and then 00:16:05.451 --> 00:16:08.211 we'll do the ted talk so in the uk 00:16:08.211 --> 00:16:14.151 it's going up by one pound to 9.99 a month 9.99 sterling a month but the annual 00:16:14.151 --> 00:16:18.571 price will stay the same at 89 pounds a year basically they want you to buy 00:16:18.571 --> 00:16:27.351 that annual subscription obviously um in the u.s it's going up from $9.99 to $12.99. 00:16:28.929 --> 00:16:33.609 Which is, you know, that's sort of a, excuse my math, that's about a 25% increase, 00:16:33.709 --> 00:16:35.669 isn't it, suddenly? Yeah. 00:16:37.249 --> 00:16:41.669 Yeah. That's quite a big increase to me. Well, it is. 00:16:43.289 --> 00:16:48.029 What I think is extra interesting about this, though, is that if you are just 00:16:48.029 --> 00:16:50.629 talking about the Apple TV Plus service, 00:16:51.609 --> 00:16:58.329 if you are, and to your point, you know, you can also save some money if you subscribe long term. 00:16:58.929 --> 00:17:06.689 Um, but also if you are an Apple one bundle subscriber, the price doesn't change. 00:17:07.429 --> 00:17:10.949 So in effect, that was my question to you. That's what I wanted to know. 00:17:11.009 --> 00:17:12.389 Cause I am an Apple one subscriber. 00:17:12.649 --> 00:17:17.429 I subscribe to the top tier of Apple one because I find all the services useful. 00:17:17.769 --> 00:17:21.209 Um, particularly what I wanted in that bundle was Apple news plus. 00:17:21.569 --> 00:17:23.849 Right. Um, cause that actively saves me money. 00:17:24.869 --> 00:17:29.369 So I was worried, therefore, I was going to get a note saying that your Apple 00:17:29.369 --> 00:17:32.569 One bundle is going up again. So it's very interesting to know that it isn't. 00:17:32.849 --> 00:17:39.469 Yeah, that's my understanding of it. And so another article I read that was 00:17:39.469 --> 00:17:43.129 not related to this, in fact, I believe I read it before the announcement, 00:17:43.689 --> 00:17:48.569 was the amount of money that churning subscriptions costs these companies. 00:17:49.489 --> 00:17:53.009 That it's not just a matter of all, well, they're not getting Charlotte's money 00:17:53.009 --> 00:17:54.429 anymore for a couple months. 00:17:55.069 --> 00:18:00.449 It must actively cost them money to, I guess, do the bookkeeping or whatever 00:18:00.449 --> 00:18:03.369 to make sure that you don't get something you're not paying for. 00:18:03.749 --> 00:18:07.889 And so everybody seems to be fighting that churn in different ways. 00:18:08.129 --> 00:18:13.369 This may be Apple's way of doing it and also enhancing the value of some of 00:18:13.369 --> 00:18:20.469 their other services into one bundle so that you can maybe look at that bundle and say, 00:18:20.569 --> 00:18:24.609 hey, this is even a better value than me trying to buy separate services. 00:18:27.107 --> 00:18:30.087 Yeah, I agree with everything you've just said there. 00:18:30.327 --> 00:18:35.187 I think that's entirely right. And it's, again, having done a lot of research 00:18:35.187 --> 00:18:40.267 into streaming for my book, churn is the thing that these companies cannot stand. 00:18:41.527 --> 00:18:44.207 And you know those who are younger than you and i 00:18:44.207 --> 00:18:47.427 are particularly good at bouncing out of services each month 00:18:47.427 --> 00:18:50.467 so yeah they want to watch the end 00:18:50.467 --> 00:18:53.747 of stranger things but after stranger things done cancel 00:18:53.747 --> 00:19:00.087 the netflix subscription and so the companies are really acutely aware of this 00:19:00.087 --> 00:19:05.387 the the question i when i was reading this story and potentially getting irritated 00:19:05.387 --> 00:19:09.927 i was going to have to pay more thank you for dissipating that anger chuck is 00:19:09.927 --> 00:19:13.287 every time there's a price rise, 00:19:13.907 --> 00:19:20.667 subscribers have to ask the question is it worth the price still you know that 00:19:20.667 --> 00:19:24.627 is always a question you go okay it's another pound or in the case in america 00:19:24.627 --> 00:19:29.647 another three dollars people then quite once you do that you don't think you 00:19:29.647 --> 00:19:33.247 get a note it reminds you of your subscription it reminds you of the price, 00:19:33.387 --> 00:19:37.327 and you have to think again whether or not you want to keep that service. 00:19:38.247 --> 00:19:41.087 So my question to you, Jack, and I think I know the answer to this, 00:19:41.367 --> 00:19:45.407 is do you consider Apple TV Plus worth $12.99 a month? 00:19:47.107 --> 00:19:51.727 Yes, because of the quality of service, excuse me, the quality of stories, 00:19:52.847 --> 00:19:58.347 and frankly, the quantity of things that I'm really interested in. 00:19:59.587 --> 00:20:03.387 That some of them are absolute. You know, I want to watch that. 00:20:03.867 --> 00:20:06.007 Others, and we've talked about some of them here on the show. 00:20:06.647 --> 00:20:12.067 Others I've been drug into and ended up being very happy I was drug in because they were so good. 00:20:13.007 --> 00:20:16.987 You're welcome. I mean, yes, really. Yeah, you've done it to me. 00:20:17.147 --> 00:20:18.587 A few other people have done it too. 00:20:19.327 --> 00:20:24.587 I guess my thing always is, and this would be difficult to quantify for some 00:20:24.587 --> 00:20:27.567 people, and especially if you have a family, then it gets really complex. 00:20:27.567 --> 00:20:34.767 But if I do a rough calculation of how many hours of content do I get in a month 00:20:34.767 --> 00:20:39.607 for an Apple TV subscription that I'm using, forget availability, 00:20:39.847 --> 00:20:41.347 just that I actually watch. 00:20:43.027 --> 00:20:48.087 The number comes out pretty good. If I go to some other services and say, 00:20:48.187 --> 00:20:51.227 well, you just picked out Stranger Things, so I believe that's Netflix. 00:20:51.927 --> 00:20:58.967 Okay, if I'm really into Stranger Things, then how many episodes am I going to get? 00:20:59.147 --> 00:21:03.987 How many dollars per hour am I going to spend on that? 00:21:05.527 --> 00:21:10.567 And am I watching anything else on Netflix? Because the one thing you said, 00:21:10.727 --> 00:21:13.507 and I think you're right, Younger people are paying more attention to this. 00:21:13.587 --> 00:21:17.047 But I've gotten pretty good myself at saying, you know, I don't use this. 00:21:17.047 --> 00:21:18.167 But it's because you're a very young one. 00:21:18.547 --> 00:21:23.007 Well, thank you. And I think we need to talk to your eye doctor. 00:21:24.487 --> 00:21:27.167 But, you know, that's the way I do it. 00:21:27.307 --> 00:21:31.807 You know, I want to get the value out of something. And so maybe I can wait 00:21:31.807 --> 00:21:38.927 a couple weeks, a couple months to watch a series until it's all released on that service. 00:21:38.927 --> 00:21:42.787 And then I'll jump back in, watch it, jump back out. 00:21:43.747 --> 00:21:50.647 And so, you know, those are, listen, this is the world we're kind of in and 00:21:50.647 --> 00:21:55.067 the cable companies have made it this way because they kept trying to sell us 00:21:55.067 --> 00:21:57.947 bundles of things we didn't want and charge more money. 00:21:59.507 --> 00:22:03.047 Now we're fighting back again because they're still trying to do it in a different 00:22:03.047 --> 00:22:05.327 way. This is the way we fight back. 00:22:07.910 --> 00:22:11.490 Chuck's leading a revolution. That's not why I thought this show was going to go, but I'm here for it. 00:22:12.170 --> 00:22:17.170 I'm very up for it. Well, I mean, look, it'd be great if you had all the money 00:22:17.170 --> 00:22:22.210 in the world, but unfortunately we don't, nor do we have all the time in the world to watch. Right. 00:22:23.490 --> 00:22:26.870 It's worth noting that you can get discounts. 00:22:27.510 --> 00:22:32.490 You know, Apple are offsetting some of this with there are some discounts available, 00:22:32.850 --> 00:22:36.250 you know, maybe three months at a lower cost or whatever. So it is worth looking 00:22:36.250 --> 00:22:40.190 out for that if you're starting up a new subscription or something. 00:22:41.630 --> 00:22:51.030 I do think, though, Apple may find a problem here because I think that not enough 00:22:51.030 --> 00:22:55.850 people know about TV+, not enough people value TV+, in the way that you or I do. 00:22:56.230 --> 00:23:00.750 I think what might happen is they keep people because they're pushing people 00:23:00.750 --> 00:23:04.750 towards Apple One. I suspect there are a bunch of people that have Apple One 00:23:04.750 --> 00:23:06.610 because they want the storage or whatever. 00:23:07.950 --> 00:23:13.430 And that's fine. And I happen to think Apple One is a pretty good value bundle, actually. 00:23:16.370 --> 00:23:21.950 But I think you're going to get people questioning whether £10, 00:23:22.350 --> 00:23:25.690 $13 is the right amount for TV+. 00:23:25.690 --> 00:23:29.850 I think if I asked a lot of people, they would say, don't know many programs 00:23:29.850 --> 00:23:31.850 on TV+, don't want to pay for another service. 00:23:31.850 --> 00:23:36.570 It's gone up too much think about how cheap apple tv plus was when it launched 00:23:36.570 --> 00:23:42.410 what was it $4.99 something like that and basically for a year no one paid for it anyway. 00:23:44.770 --> 00:23:53.550 So it's gone from free for most people to 10 pounds or 13 dollars that's a in 00:23:53.550 --> 00:23:56.710 six years it's not an insignificant hike. 00:23:58.450 --> 00:24:01.430 It's not but think about when apple 00:24:01.430 --> 00:24:04.810 tv plus came out it was almost an 00:24:04.810 --> 00:24:10.390 experiment and the the number first of all the number of shows was relatively 00:24:10.390 --> 00:24:16.350 low and the number of shows that had been designated as hits was even lower 00:24:16.350 --> 00:24:22.170 and then yes then momentum started to build and i'm not about to try to figure 00:24:22.170 --> 00:24:24.730 out which one was the one that did it, 00:24:24.870 --> 00:24:27.730 but certainly Ted Lasso was up there. 00:24:28.790 --> 00:24:33.510 But since then, we have major hit after major hit. 00:24:33.730 --> 00:24:37.010 We have something that you pay a lot more attention to than I do, 00:24:37.050 --> 00:24:38.730 and that is all the awards. 00:24:39.170 --> 00:24:44.010 So Apple's getting an amazing amount of publicity and recognition, 00:24:44.290 --> 00:24:50.110 maybe even just flat-out awareness of the services from those awards. 00:24:50.110 --> 00:24:53.290 And that means that there's stuff on there that's worth watching. 00:24:54.170 --> 00:24:56.350 And so, you know, are... 00:24:57.530 --> 00:25:03.990 Again, if it's the right value for you, great, but I have a lot less problem 00:25:03.990 --> 00:25:11.290 paying for Apple TV Plus at the price they are selling it for than I do for Netflix. 00:25:12.530 --> 00:25:15.310 Netflix has a huge back catalogue. I don't care. 00:25:16.570 --> 00:25:21.730 Oh, look, it's all personal preference. Of course it is. And my guess is your 00:25:21.730 --> 00:25:23.330 personal preference is in the minority. 00:25:24.010 --> 00:25:28.210 My guess is people will pay for Netflix before they ever even think about playing 00:25:28.210 --> 00:25:30.470 for TV+. I'm not saying that's a good decision. 00:25:30.630 --> 00:25:33.710 I'm not saying that people aren't missing out on great programming. They are. 00:25:34.010 --> 00:25:38.810 They really, really are. But I suspect if you did some polling or field research, 00:25:38.810 --> 00:25:39.870 that is the way it would go. 00:25:40.650 --> 00:25:44.370 Look, you mentioned how tight-lipped Apple are about everything, 00:25:44.370 --> 00:25:48.470 and you're certainly right, but we don't know any numbers for TV+. 00:25:48.470 --> 00:25:51.470 And we both have followed Apple long enough to know 00:25:51.470 --> 00:25:54.430 if they were big we'd know those numbers 00:25:54.430 --> 00:25:57.670 right oh yeah well if they 00:25:57.670 --> 00:26:00.970 were would we because because they don't disclose 00:26:00.970 --> 00:26:04.110 yeah but they show off when it's good well 00:26:04.110 --> 00:26:07.690 they show off but they don't necessarily disclose numbers even on the earnings 00:26:07.690 --> 00:26:12.970 calls they you know they disclose what they have to very happy yeah they would 00:26:12.970 --> 00:26:19.530 show off if that number was big enough and so i think we can conclude that it's 00:26:19.530 --> 00:26:22.330 one of the lower valued streamers by users. 00:26:24.110 --> 00:26:30.590 And therefore, I think a price hike is a risk. And let's be blunt about it. 00:26:31.930 --> 00:26:37.630 Apple has enough capacity, I'm sure, to keep that price down, surely. 00:26:38.010 --> 00:26:40.670 It can soak up some of this, surely. 00:26:42.010 --> 00:26:44.010 Does it need to raise the price? 00:26:45.990 --> 00:26:51.050 Somewhere somebody has done the algorithms to say, if we raise it by this much, 00:26:51.310 --> 00:26:53.150 we're going to lose this many people. 00:26:53.650 --> 00:26:55.650 Most likely we're going to lose this many people. 00:26:56.330 --> 00:27:00.070 And is the bottom line better? 00:27:01.635 --> 00:27:07.855 You know, are we losing, you know, are we, so this was not, especially a price 00:27:07.855 --> 00:27:10.715 increase of that amount was not done lightly. 00:27:11.435 --> 00:27:14.375 It was done, you know, with a lot of research and a lot of thinking. 00:27:15.215 --> 00:27:20.035 But I also, you know, unfortunately, Sharma, there's the other school of thinking 00:27:20.035 --> 00:27:23.975 that says that if you give things away too cheaply or just give them away, 00:27:24.195 --> 00:27:25.495 that people don't value them. 00:27:25.935 --> 00:27:29.935 And so, you know, are we in now a situation where. 00:27:31.375 --> 00:27:41.075 Apple wants to move into the same category as the Disney's, as the Netflix's, as the Amazon Prime. 00:27:41.315 --> 00:27:42.075 Yeah, Prime. 00:27:42.355 --> 00:27:47.635 You know, now, I mean, it feels like the pricing is now getting into that category. 00:27:48.155 --> 00:27:52.035 Are they confident that they are now that kind of player? 00:27:53.575 --> 00:27:57.275 How many times have we talked about the lack of publicity that they do for some 00:27:57.275 --> 00:27:59.435 of the shows that we think are the best? 00:28:00.275 --> 00:28:03.095 So yeah well it's interesting you 00:28:03.095 --> 00:28:06.075 mentioned disney let's should we do a price comparison and i 00:28:06.075 --> 00:28:10.395 always think it's interesting to do a price comparison with disney plus because 00:28:10.395 --> 00:28:14.695 the two services launched at the same time right so i always think there's value 00:28:14.695 --> 00:28:20.715 in doing that um so disney standards with ads plan costs 4.99 a month this is 00:28:20.715 --> 00:28:25.475 all in pound sterling um tell me if it It differs greatly in US dollars. 00:28:25.935 --> 00:28:29.915 Standard plan costs $8.99 a month or $89.90 a year, $90. 00:28:30.455 --> 00:28:39.155 There's a premium plan that's $12.99 or $129.90. So, and that gives you 4K and all of that stuff. 00:28:39.495 --> 00:28:43.635 So it's, they're kind of in the same ballpark. 00:28:44.630 --> 00:28:47.550 Um you can get a version of disney plus 00:28:47.550 --> 00:28:50.670 much cheaper the standards with ads version but at 00:28:50.670 --> 00:28:56.390 the higher end there's not a massive difference is there unless i'm missing 00:28:56.390 --> 00:29:01.010 something no i don't believe there is and you bring up i think a really interesting 00:29:01.010 --> 00:29:05.950 point that may be lost on folks and that is that once again apple apple targets 00:29:05.950 --> 00:29:09.370 a premium audience they aren't playing this game of, 00:29:09.510 --> 00:29:12.890 well, I can get Apple TV for half as much if I watch their ads. 00:29:15.790 --> 00:29:22.690 So once again, Apple takes that position that we're not going to ask you to 00:29:22.690 --> 00:29:25.030 endure that. We're going to give you the 4K. 00:29:25.730 --> 00:29:29.770 So if you want to go somewhere else, you're going to have to ramp up to that tier. 00:29:30.350 --> 00:29:35.010 So your point is excellent, that at the top tier, where Apple likes to play, 00:29:35.250 --> 00:29:36.650 the numbers aren't that much different. 00:29:37.530 --> 00:29:42.250 Yeah and you know when you said oh apple wants to be playing with you know being 00:29:42.250 --> 00:29:47.450 the same ballpark as i thought you were going to say hbo max i thought you were 00:29:47.450 --> 00:29:53.730 going to say that it wants to be a high-end product at a higher end price and 00:29:53.730 --> 00:29:57.030 i think that may be where we're getting to on it, 00:29:57.770 --> 00:30:03.550 i i would agree um i you know i'm not sure it's a good strategy but i think 00:30:03.550 --> 00:30:09.190 that might be where we're heading yeah and i i can't say right now i'm not sure 00:30:09.190 --> 00:30:15.490 that i i can't think of an hbo max series that i'm really anxious to watch. 00:30:17.490 --> 00:30:22.490 Now maybe i'm paying more attention to apple tv plus but i don't remember anything 00:30:22.490 --> 00:30:26.010 that's coming out and you'll probably name five of them because you're much 00:30:26.010 --> 00:30:31.950 more in touch with this but you know so it it seems like a no-brainer for me 00:30:31.950 --> 00:30:36.450 and especially with the apple one bundle to pay attention to Apple TV+. 00:30:37.030 --> 00:30:39.790 The rest, not so sure. 00:30:40.950 --> 00:30:44.610 Yeah, I mean, I'm a huge advocate of the Apple One bundle. As I said, 00:30:44.670 --> 00:30:48.890 I use the top tier one. But I suspect for normal folk... 00:30:51.221 --> 00:30:54.081 They're not they don't know there's not enough must 00:30:54.081 --> 00:30:56.941 watch shows on tv plus as i say they are missing 00:30:56.941 --> 00:30:59.861 out on some good stuff but i suspect there's not enough 00:30:59.861 --> 00:31:02.461 and i'm not sure a price hike is going to be 00:31:02.461 --> 00:31:06.101 the thing that gets people watching oh yeah 00:31:06.101 --> 00:31:09.181 no there's no question i mean that that is a definite 00:31:09.181 --> 00:31:11.961 detriment so what i hope to 00:31:11.961 --> 00:31:14.881 see apple do and i'm sure you do too is ramp up 00:31:14.881 --> 00:31:19.141 the publicity a little bit we've said 00:31:19.141 --> 00:31:22.041 it ever since we started this show i think we should probably give 00:31:22.041 --> 00:31:24.961 up wondering about that um but yeah 00:31:24.961 --> 00:31:27.641 it's it's going to be a real this is 00:31:27.641 --> 00:31:30.841 again i mean there's so many interesting things to 00:31:30.841 --> 00:31:35.621 watch that are going on in the tv plus space and its ability to raise the price 00:31:35.621 --> 00:31:42.081 and maintain levels uh is really gonna you know i mean the subscription levels 00:31:42.081 --> 00:31:49.161 is going to be something that is what i think the key to the next phase of apple tv plus. 00:31:50.061 --> 00:31:52.941 Not least because they seem to be but you know and they're bundling on 00:31:52.941 --> 00:31:56.041 the extras we've talked already about um we talked 00:31:56.041 --> 00:31:58.841 about mls season pass i suspect we'll see more things like 00:31:58.841 --> 00:32:01.641 that so you know it's a i 00:32:01.641 --> 00:32:04.341 think it's quite a key moment for tv plus now that i 00:32:04.341 --> 00:32:08.161 think about it on the back of this price rise almost lucky 00:32:08.161 --> 00:32:11.041 that you we have a podcast to cover 00:32:11.041 --> 00:32:13.981 it all isn't it charl you we 00:32:13.981 --> 00:32:17.881 plan it this way right absolutely um 00:32:17.881 --> 00:32:21.041 lots of stuff coming out this week before we we uh 00:32:21.041 --> 00:32:23.821 wrap up are you ready go for it 00:32:23.821 --> 00:32:26.541 well invasion is season three is 00:32:26.541 --> 00:32:29.181 already out i think you were excited in that one weren't you 00:32:29.181 --> 00:32:32.261 yeah yes cropped and shape island 00:32:32.261 --> 00:32:35.541 which i think is a kids program they're coming out 00:32:35.541 --> 00:32:39.321 on friday august 29th um we've 00:32:39.321 --> 00:32:42.921 all then in september mid-september we've got 00:32:42.921 --> 00:32:46.141 the return of the morning show and then slow horses season five 00:32:46.141 --> 00:32:48.761 um i think morning show season four will be 00:32:48.761 --> 00:32:51.701 another big moment uh yeah look 00:32:51.701 --> 00:32:54.521 they've had for august which is normally quite quiet over the 00:32:54.521 --> 00:32:58.081 summer there's been quite a lot of stuff come out on tv plus so anything 00:32:58.081 --> 00:33:01.461 you're particularly keen to dive into um well 00:33:01.461 --> 00:33:05.541 invasion of course as you said um i'm looking forward to the return of the morning 00:33:05.541 --> 00:33:11.361 show a show that i would have that i never intended to watch more than one episode 00:33:11.361 --> 00:33:15.461 of and now we're into the fourth season and i'm really looking forward to it 00:33:15.461 --> 00:33:18.641 um you're well foundation yes. 00:33:19.881 --> 00:33:25.241 Foundation is still going on uh you know it that's it when i when i stop and 00:33:25.241 --> 00:33:30.681 think about how many great shows that I am either watching or looking forward to watching, 00:33:31.281 --> 00:33:33.321 Apple TV Plus is a great value. 00:33:35.107 --> 00:33:38.467 I'm working my way through on a show that you recommended to me, 00:33:38.567 --> 00:33:42.947 which we discussed last week in more depth. So go back and listen to that, which is prime target. 00:33:43.107 --> 00:33:47.067 I hope people go back and listen to them, watch the show that we discussed that in more details. 00:33:47.287 --> 00:33:51.607 And I still need to get back into SideQuest. I need to watch the revamped final 00:33:51.607 --> 00:33:54.127 episode of Mythic Quest and watch SideQuest. 00:33:54.267 --> 00:34:00.347 Maybe I'll watch SideQuest and Mythic Quest and we can discuss those in more depth next show. 00:34:01.247 --> 00:34:05.167 Well, as we said, for a month that's meant to be quiet, The two shows we've 00:34:05.167 --> 00:34:07.027 done, we've plowed through an awful lot, haven't we? 00:34:07.307 --> 00:34:12.887 We have. And I think we can expect more of the same, whether it's positive or 00:34:12.887 --> 00:34:14.707 negative. There's always going to be something happening. 00:34:16.267 --> 00:34:19.207 So where can we keep up with you, Chuck, while all of that takes place? 00:34:19.827 --> 00:34:23.887 You can find me over at macvoices.com. That's where I have a lot of interesting 00:34:23.887 --> 00:34:25.887 interviews with a lot of tech folks. 00:34:26.467 --> 00:34:33.847 We do a live show Tuesday nights at 8 p.m. Eastern Time on YouTube at youtube.com slash macvoices.tv. 00:34:33.987 --> 00:34:36.887 And you can find me on the socials pretty much 00:34:36.887 --> 00:34:40.087 all of them as at chuck joyner charlotte where 00:34:40.087 --> 00:34:45.087 can we find you yeah i'm at charlotte a henry across most of socials though 00:34:45.087 --> 00:34:49.387 i think my youtube channel is charlotte henry um head over to the edition.net 00:34:49.387 --> 00:34:53.927 for more from the crossover of culture media and sport which covers a lot of 00:34:53.927 --> 00:34:58.107 streaming stuff and that's at the edition.net uh check out the website, 00:34:58.107 --> 00:35:02.227 I'd love you to subscribe to the newsletter as well, 00:35:02.307 --> 00:35:06.307 which is newsletter.theadition.net and you get something two, 00:35:06.387 --> 00:35:09.207 three times a week. So I'd love to see you there as well. 00:35:09.547 --> 00:35:13.807 And Chuck, I'll see you next in next episode. That sounds good, 00:35:13.907 --> 00:35:15.847 Charlotte. Folks, thanks for watching.