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It's not just Disney: As streaming services hike prices, it's a battle over who blinks first

1. Apple TV+ raised prices for the third time in three years. 2. Disney+ announced price hikes, increasing customer bills by $2-$3. 3. Streaming services face consumer frustration over rising subscription costs. 4. Industry split between high-cost producers and budget-conscious viewers. 5. Churn rates rise; services are adapting with bundling and tailored offers.

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FAQ

Why Bearish?

Frequent price hikes can lead to subscriber dissatisfaction, impacting AAPL's revenue. Historical data shows that excessive price increases lead to visible consumer churn.

How important is it?

Apple TV+ price increases are directly tied to AAPL's revenue and consumer perception.

Why Short Term?

Current consumer sentiment indicates immediate backlash to price increases may lead to cancellations in the short term.

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