Why Netflix Won’t Be Part of Apple TV

www.nytimes.com

And another one around the elephant that was decidedly not in the room today. Here's Edmund Lee outlining why we didn't see Netflix:

Put it another way: Netflix is a service, or a pipe, that would sit on another service, or pipe, if it agreed to be included in the Apple bundle. And if it had joined forces with Apple, Netflix also would have received little to no data about who is subscribing or watching its stuff. Further muddying the company’s identity, from the Netflix point of view, would be the fact that Apple users who spooled up “Stranger Things” or “Orange Is the New Black” may not be aware that they’re watching a Netflix show. Retaining the brand is as important as owning the data.

Netflix has been pretty consistent with their thoughts and policy in this regard. And it has worked well for them. Amazon is clearly taking a different approach (and can!) as we heard about them multiple times today...

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