open_in_newOriginal article
Everyone keeps asking the same question about Apple TV+ now that Severance is over

Everyone keeps asking the same question about Apple TV+ now that Severance is over

  • 24.03.2025 18:38
  • bgr.com
  • Keywords: Apple, Ted Lasso

Fans of Severance and other Apple TV+ shows are frustrated by the lack of official merch compared to other streamers. While Apple focuses on exclusivity and quality, fans want more opportunities to engage with their favorite shows, including potential VR experiences through Apple Vision Pro.

Apple ProductsAAPLsentiment_dissatisfied

Estimated market influence

Apple

Apple

Negativesentiment_dissatisfied
Analyst rating: Buy

Lacks official merch for its shows, potentially missing out on revenue.

Ted Lasso

Positivesentiment_satisfied
Analyst rating: N/A

Has available swag which is a good move.

Context

Analysis of Apple TV+ Merchandise Strategy and Market Implications

Key Observations and Insights:

  • Lack of Official Merchandise: Apple TV+ offers minimal official merchandise compared to competitors like Disney, Netflix, and Amazon Prime. Fans of shows such as Severance are eager for themed products but find limited options.

  • Revenue Opportunity Missed: Potential revenue from Severance-themed merch is significant, with fans willing to purchase items like Lumon Industries-branded apparel, mugs, and collectibles.

Competitive Landscape:

  • Streaming Giants' Approach: Competitors have robust merchandise lines and interactive content. For example:
    • Disney+ has a dedicated online shop for Star Wars and Marvel products.
    • Netflix offers fan engagement through AR/VR experiences like the Stranger Things game.

Strategic Considerations:

  • Minimalist Branding vs. Market Demand: Apple's focus on sleek, minimalist branding may limit its willingness to engage in pop culture merchandising, potentially alienating fans seeking deeper engagement with content.

  • Potential for AR/VR Experiences: The introduction of the Apple Vision Pro opens new avenues for immersive experiences tied to shows like Severance, enhancing fan loyalty and ecosystem integration.

Market Implications:

  • Missed Revenue Streams: By not leveraging merchandise, Apple TV+ risks losing additional revenue that could offset content costs and subscription losses (e.g., Disney's $1 billion in annual merch revenue).

  • Fan Engagement and Loyalty: Expanding into merchandise and AR/VR experiences could deepen fan connections, fostering a more loyal audience base.

Long-Term Effects:

  • Building a Community: A merchandising strategy could help Apple TV+ build a community around its shows, similar to how Star Wars or Harry Potter have done.

  • Innovation in Content Delivery: Leveraging AR/VR aligns with Apple's tech innovation and positions it as a leader in immersive entertainment experiences.

Conclusion:

Apple TV+ has an opportunity to enhance fan engagement and revenue by expanding its merchandise offerings and exploring AR/VR experiences. Balancing minimalist branding with market demands could yield significant long-term benefits, ensuring sustained growth in the competitive streaming landscape.