What was more significant for PayTV the Apple TV+ or Google Stadia announcement?
There have been 2 big announcements this week that impact the TV industry - 1) Apple announcing their OTT proposition and 2) Google announcing Stadia and I’d like to argue that of the two the most significant for the TV industry is the Google announcement.
If we review what we know about each announcement
Apple TV+
- A PayTV Service reaching Apple and some non-apple devices (FireTV)
- A large potential global audience
- Lots of content - both original and from existing networks
- Aimed primarily at Apple Ecosystem, with some support for 3rd party devices (Amazon Fire, Samsung, LG, Roku)
Google Stadia
- A Gaming service based on cloud servers and low latency streaming
- A Game controller offer low latency response
- Tools to enable games to be ported to the service
- Targeted at any device - runs on Phones and Browsers
These are both big announcements but I’d argue the Apple one is less significant. Apple’s offering is similar to Amazon Prime, Google TV, Netflix and existing PayTV operators. It’s got nothing fundamentally new to offer consumers and is just adding to the range of competitors in that space. Google on the other hand are offering a new experience, high quality gaming on any device without needing to buy consoles or high end PCs. This is a fundamental increase in reach for gaming as an entertainment form.
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