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Apple Drops The MLS Paywall — And Its Streaming Strategy Suddenly Makes A Lot More Sense

1. Apple modifies MLS streaming rights, removing additional paywall for subscribers. 2. Apple's MLS rights deal complements its Formula One rights starting in 2026. 3. Price increase on Apple TV could generate an additional $430 million in revenue. 4. MLS interest typically rises during World Cup years, enhancing viewer engagement. 5. Apple plans to keep streaming ad-free, despite possible ads during live sports.

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FAQ

Why Bullish?

The removal of the MLS paywall may significantly drive subscriber growth and revenue, similar to how Netflix benefited from live sports content and subscription simplification.

How important is it?

The strategic changes in streaming rights and pricing directly align with Apple's growth trajectory in entertainment services, demonstrating a clear potential for revenue enhancement and market competitiveness.

Why Long Term?

Given the increasing demand for live sports and upcoming major events like the World Cup, subscriber growth is expected to solidify over time, as seen historically with platforms that offer competitive sports content.

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