There is less than a week left for Apple's streaming video service to begin taking its first steps, a service that currently only offers us original content, so the available catalog will be more than limited, as will its price: 4,99 euros per month with a 7-day trial.
Despite the fact that some analysts have affirmed that they do not look favorably on Apple's move to regulate one year of Apple TV + to all those users who buy an iPhone, iPad, iPod touch, Apple TV or Mac, since it represents a reduction alleged income, others claim that Apple's streaming video business will go smoothly in 2025.
According to Morgan Stanley analyst Katy Huberty, Apple's services business will grow 20% next year. Huberty says that ever-growing drive for streaming consumption will allow the Cupertino-based company to generate just over Apple TV + just over 9.000 million dollars.
As Huberty states:
With an attractive price of $ 4,99 per month and broad initial distribution to Apple's installed base through the free annual offering, we estimate that Apple TV + can become a $ 9.000 billion revenue business with $ 136 million. paying subscribers in FY25, assuming only 1 in 10 Apple users paid for the Service in FY25.
Also, Morgen Stanley raised Apple's stock price target from $ 247 to $ 289, an increase of 17% supported by its growth expectations with Apple TV +, as well as the prediction that a large number of users will renew their iPhones in the next year.
On wheels ... square
According to various sources, Apple has invested in the last year in Apple TV + just over 6.000 million dollars. In 2025, if they want to follow the same path of creating original content, that figure should be much higher, so the $ 9.000 billion that Morgan Stanley plans to generate is likely to not allow the Cupertino-based company make this service profitable.
