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K2 Perspectives

Apple TV’s US monthly price is now $14.99 — three times its 2019 launch price.

The price increase clearly made it through the meeting. We’re less certain perceived value was invited.

In the C-suite, a price rise can look like a one-cell decision in a spreadsheet. On the customer side, the question is shorter:

“What changed for me?”

If the screen, habit and experience feel the same while only the card statement changes, that is not necessarily premiumisation. It may simply be distance.

The issue is not whether the price increased. It is whether the value became visibly larger with it.

When does a subscription become expensive: when its price rises, or when the difference can no longer be explained?