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Apple’s plans for its new TV service: Sell other people’s TV services (recode.net)
11 points by _ps6d on March 21, 2019 | hide | past | favorite | 7 comments


People made this same comment about the Apple Store when it first opened, and now it dominates retail.

Not sure if you ever saw the early versions, but the Macs only took up a small part of the store - most of the space was non-Apple gear.

With media, I expect the same change could happen - or it could simply be like music, where Apple's dominance drove the business.

Either way, if Tim Cook is focused, this will be huge (but probably not on day 1).


The Apple Store doesn't really 'dominate retail' - it's a flagship strategy.

They're #1 in sales per square foot, but they only have 250 in the US stores at 6-8K square feet per store. A 'Whole Foods' with $1k/square foot, but at 40K square feet on average, will do a little better, and they have 500 locations in the US.

So I think 250 stores x 8K size x $5k/sq foot is $10B a year, very good, but a tiny fraction of their sales. Let's say it's 2x that globally for $20B meaning about 10% of their sales. Ultra rough ballpark.

So they do really well, but it's still a flagship channel.


I would certainly say they are dominating. Try comparing an apple store to a Microsoft or Linux store...oh wait, you can’t. Considering that they are selling a product that is very accessible online and at other retail locations...they ARE dominating that space.


> Microsoft or Linux store...oh wait, you can’t

Actually, there is a Microsoft Store. I have one at the mall nearest me.

https://www.microsoft.com/en-us/store/locations/find-a-store

That said, when I walk by the Apple Store in the same location, there's easily 20x (often more) the number of customers roaming around.

> they ARE dominating that space

I doubt that. I bet more Macbook Pros are sold at Best Buy than Apple Stores. (unless you're defining the "space" as operating system manufacturers)


when I walk by the Apple Store in the same location, there's easily 20x (often more) the number of customers roaming around.

The only time I've ever seen a reasonable number of people in a Microsoft Store, it was the one in Bellevue, Washington — the city next to Redmond, for those of you not familiar with that city.

Most of the time when I see Microsoft Stores, they're empty except for two or three husbands killing time playing games while their spouses shop.


Apple and Microsoft are barely competitors anymore.

Apple is the only high tech company with a material retail presence.


The best way to gain a hold into a market that already has many players is to make all products available easily under yours and add some values your competitors can't provide (convenience, simplicity, single-point of access and purchase).

Some people are willing to pay a bit more for that, and once you grow big enough, you can put pressure on the content providers to accomodate more of your requests.

And you could also start being a content provider yourself and add some exclusives to your established userbase to retain them.




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