Stratechery Plus

Subscribe

Learn More
Member Forum

Menu

Stratechery Plus

Subscribe

Learn More
Member Forum

Latest Podcast

Topics

TV Boxes

  • Apple’s Middle Age

    For Apple, hitting middle age means a strategy primarily focused on monetizing its existing customers. It makes sense, but one wonders what happens next.

  • The iPhone 8 Price Rise, The Cellular Apple Watch, Apple TV 4K and Disney

    The iPhone 8 price raise was unexpected and a reminder of how much Apple values margin. Then, the cellular Apple Watch was the real glimpse of the future, and why no one should be surprised Disney didn’t make a deal with Apple.

  • Apple’s Strengths and Weaknesses

    Both Apple’s strengths and weaknesses were on full display at its annual WWDC keynote; the HomePod is a perfect example.

  • Facebook Content Guidelines, Facebook Video, Amazon Prime Video on Apple TV

    Facebook faces a daunting challenge when it comes to policing content, but it is a challenge the company brought on itself. Then, Facebook’s video tab is competing against YouTube, not Amazon or Netflix, and business models explain why — and probably explain the Amazon-Apple truce.

  • The Ten Year Anniversary of the Apple TV

    Today is being marked as the 10-year anniversary of the iPhone; it is a footnote of history that it is also the 10-year anniversary of the Apple TV. It’s a reminder that we don’t know what innovations matter until they occur.

  • Apple Earnings, Apple Car Updates, Apple TV and Leverage

    Apple’s earnings were better than expected but the growth challenge remains; might it come from the Apple Car? The Apple TV’s challenges are instructive in that regard.

  • WWDC Followup: Apple Watch, Apple TV, Siri, Privacy

    A follow-up on the specifics of Apple’s 2016 WWDC keynote, with a focus on Apple Watch, Apple TV, Siri, and Privacy.

  • Activision Blizzard Buys King Digital, EA and the Disruption Narrative, Apple TV Gaming

    Activision Blizzard is buying King, the makers of Candy Crush Saga; the mobile games maker is probably worth more to a company like Activision Blizzard than they are by themselves. Plus, both EA and Activision Blizzard beat earnings expectations — does that mean the gaming disruption narrative is wrong?

  • Amazon to Stop Selling Chromecast, Apple TV; Google’s New Hardware

    There are lots of reasons why Amazon may have decided to stop selling the Apple TV and Chromecast; the true answer probably is a little bit of each. Plus, Google announced new devices, and it wasn’t that exciting.

  • The Amazon Fire Lineup, The Apple TV, Cable’s User Experience Advantage

    An overview of Amazon’s new fire lineup and how it fits with the company’s overall strategy, an overview of the Apple TV from last week’s event, and a discussion about the fundamental challenge facing all of these TV boxes.