Apple Earnings In Focus After Streaming Price Increase: Gene Munster Says This 'Will Be Apple's Growth Playbook'
1. AppleTV+ subscription price increased by 30%, first hike since 2023. 2. Projected $430 million increase in high-margin revenue from price adjustment. 3. Investor focus shifting towards revenue per device as performance metric. 4. Price hike coincides with major sports deals and successful film releases. 5. Apple aims to close the revenue-expenditure gap for AppleTV+ over time.