Apple TV+ Gains Ground

Apple TV+ gained four percentage points of U.S. streaming market share in Q1 2026, rising to 12%, JustWatch-based data shows. (contentgrip.com) JustWatch’s Q1 dataset covers more than 35 million U.S. streaming interactions from January 1 to March 31, 2026, and places Netflix at 19% and Prime Video at 17%. (mediaplaynews.com) The quarter-over-quarter shifts in the report show Apple TV+ up +4 percentage points, Disney+ up +2 points, Prime Video down -4 points, and Netflix down -1 point. (contentgrip.com) Apple TV+ now ties HBO Max for fourth place at 12%, narrowing the gap with the top three but still behind Netflix (19%), Prime Video (17%) and Disney+ (16%). (appleinsider.com) JustWatch’s figures are drawn from viewer interactions on its platform rather than operator subscriber counts, a methodology the company says captures how audiences actually engage with catalogues and releases. (mediaplaynews.com) Apple announced John Ternus will become chief executive effective September 1, 2026, and reporting from Deadline and 9to5Mac says insiders describe Ternus as an Apple TV fan who “wants to make it more competitive.” (apple.com) Industry coverage notes Ternus attended Apple TV’s Formula 1 premiere and points to Apple’s five-year U.S. F1 broadcast deal, signed in October 2025, as an example of Apple’s recent sports and rights investments. (deadline.com) The next concrete tests will be JustWatch’s Q2 market figures and any early strategic moves by incoming CEO John Ternus to adjust Apple TV+’s content or distribution approach. (contentgrip.com)