Eddy Cue says Brazil is Apple TV’s second-largest market, talks Netflix-Warner merger, more
Summary
In a recent interview, Cue highlighted Brazil's expanding influence in Apple TV's global strategy, reaffirmed the company's dedication to theatrical releases, and discussed Netflix's efforts to acquire Warner Bros., showcasing the evolving landscape of streaming services.
Key Insights
Why is Brazil becoming such an important market for Apple TV?
Brazil represents significant growth potential for Apple TV as part of the company's expansion strategy in Latin America. According to Apple's January 2026 year-end memo, Apple TV experienced robust audience growth across Latin America in December 2025, contributing to the service's record 36% increase in monthly engagement during that month. This regional expansion, combined with growth in Europe and the United States, demonstrates Apple's focus on diversifying its subscriber base geographically beyond traditional markets.
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What is Apple TV's current subscriber base, and how does it compare to competitors?
Apple TV has more than 45 million subscribers globally, according to Eddy Cue's October 2025 podcast appearance. This positions Apple TV closer to Paramount+ in the streaming market hierarchy, significantly behind Netflix (over 300 million subscribers) and Disney+ (approximately 125.8 million subscribers). Apple has never officially disclosed exact subscriber numbers, maintaining this information as proprietary.