I'm lazy to get into details but here are two quick observations:
Disney was aggressively pushing promos on Disney+ ahead of earnings across all possible channels (amex offers, cheap bundles, etc) – we know what happened to their subscription numbers.
Apple is now aggressively pushing Apple tv+ free 3-6 months for both new and existing customers via Target, Best Buy and multiple promo codes. Plus a ton of aggressive discounts on iPads, Apple watches, airpods during this quarter.
It all started in the beginning of August and I'm 95% confident they are intentionally bumping the numbers ahead of upcoming earnings. It should be very good.
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