Disney+ just put a lot of pressure on Apple’s streaming video service

Bob Iger, chief executive officer of The Walt Disney Company, walks with Tim Cook, chief executive officer of Apple Inc., as they attend the annual Allen & Company Sun Valley Conference, July 6, 2016 in Sun Valley, Idaho.

Getty Images

Bob Iger, chief executive officer of The Walt Disney Company, walks with Tim Cook, chief executive officer of Apple Inc., as they attend the annual Allen & Company Sun Valley Conference, July 6, 2016 in Sun Valley, Idaho.

Disney’s service will have significantly more robust content than previously expected, the JPM analysts wrote, including the entire Pixar library, a selection of Marvel shows, “Star Wars” movies along with also also “The Simpsons.” of which’s in addition to original content Disney is usually creating as well. “of which’s called back catalog,” RBC technology analyst Mark Mahaney told CNBC.

Compare of which with Apple’s 35 or so original shows along with also also movies: A handful of series, none of which are major existing franchises, of which Apple is usually bankrolling by scratch. A TV comedy called “The Morning Show” along with also also an anthology produced by Steven Spielberg called “Amazing Stories” are Apple’s flagship scripted shows. Apple isn’t likely to buy licenses for third-party content like Netflix does.

There are some huge names attached to Apple productions, however even if Apple’s shows wildly exceed expectations, of which’s still going to take years to build up fanbases like Disney’s properties.

Apple hasn’t revealed a cost or Discharge date for Apple TV+, which will enable of which to pivot in response to Disney if of which wants. Apple hasn’t even confirmed if of which will charge for Apple TV+, although the company’s marketing language strongly suggests of which will. Apple’s two current content subscriptions, for news along with also also music, both cost $10 per month.

Consumers are already complaining of which they pay for too many content subscriptions. People could end up passing on Apple for Disney’s superior content, especially if of which ends up being less expensive than Apple.

Apple could end up returning to its original content plan: Giving away shows for free as part of its digital TV strategy, along with also also creating a platform to charge viewers for subscriptions to legacy media companies, including Disney.

Apple along with also also Disney have historically been eager to partner with each different. Disney CEO Bob Iger is usually on Apple’s board of directors, along with also also he said Thursday of which Disney+ will most likely be available on Apple devices, including its TV box. (Iger also said he recuses himself by all discussions about streaming services at Apple.)

In of which scenario, Apple would certainly be able to focus on one of its core strengths: Building a platform for different companies to reach the masses of Apple users, best summed up by Oprah Winfrey at Apple’s TV launch: “They’re in a billion pockets, y’all.”