Analyst: Apple planning new video service, possible iTV
TweetFollow Us on Twitter

Analyst: Apple planning new video service, possible iTV


Apple is getting ready to launch a "a new far reaching cloud-based service" focused on video, Jefferies analyst Peter Misek says in a note to clients, as reported by "Business Insider" (http://macte.ch/d8H1k).

Misek says Apple will use its new massive data center in North Carolina to offer an advanced web-based video subscription product that rivals Netflix.
This will allow Apple to take advantage of its iOS lock-in and increase device sales, he adds. According to "Business Insider," here are the highlights of the analyst's report:

° In addition to North Carolina, Apple may be considering building a other data centers elsewhere in the U.S. and then in Europe. These "super data centers" are going to be used to deliver video to Apple devices.

° Supporting his overall video theory, Misek says, "We find it notable that the content companies, citing a lack of domain license, asked Cablevision to remove channels from its iPad app. We believe these same companies are negotiating some sort of deal with Apple."

° The big advantage of building an inclusive video service for Apple is that it can drive sales of iPads, iPhones, and other Apple gadgets. If it works, it's an Apple-specific software service that Google can't offer with Android.

° Misek Apple will launch either a new set top box or an actual television in 2012 or 2013. While the TV business is usually not good from a margins perspective, the analyst thinks Apple's years of supply chain management, software and hardware design could be a big advantage.

"Aside from incorporating Apple TV-type functionality, what else could Apple include in the iTV?" Misek writes. "We believe a full browsing experience potentially incorporating an iPad, iPod Touch, or iPhone as remote control or input device is very possible. We think Apple could provide an extremely elegant solution effectively allowing the user to move content between the multiple screens ... "We have run a sensitivity analysis on the potential impact. Assuming an iTV launch, a cloud-based services launch, and a halo effect on existing devices (boosting units and average selling price by 5 percent), fiscal 2012 revenues would range from $150 billion to $171 billion versus our $134 billion and consensus' $118 billion."

 
AAPL
$102.50
Apple Inc.
+0.25
GOOG
$571.60
Google Inc.
+2.40
MSFT
$45.43
Microsoft Corpora
+0.55
MacNews Search:
Community Search:

Latest Forum Discussions

See All
view counter

view counter
view counter
view counter
view counter
view counter
view counter

Qube Kingdom – Tips, Tricks, Strategies,...
Qube Kingdom is a tower defense game from DeNA. You rally your troops – magicians, archers, knights, barbarians, and others – and fight against an evil menace looking to dominate your kingdom of tiny squares. Planning a war isn’t easy, so here are a few tips to help you take apart your enemies. Attention All Cube Warriors: Want to know what we... | Read more »
Qube Kingdom Review
Qube Kingdom Review By Nadia Oxford on August 29th, 2014 Our Rating: :: KIND OF A SQUARE KINGDOMUniversal App - Designed for iPhone and iPad Qube Kingdom has cute visuals, but it’s a pretty basic tower defense game at heart.   | Read more »
Fire in the Hole Review
Fire in the Hole Review By Rob Thomas on August 29th, 2014 Our Rating: :: WALK THE PLANKUniversal App - Designed for iPhone and iPad Seafoam’s Fire in the Hole looks like a bright, 8-bit throwback, but there’s not enough booty to make this a compelling voyage.   | Read more »
Alien Creeps TD is Now Available Worldwi...
Alien Creeps TD is Now Available Worldwide Posted by Ellis Spice on August 29th, 2014 [ permalink ] Universal App - Designed for iPhone and iPad | Read more »
Dodo Master Review
Dodo Master Review By Jordan Minor on August 29th, 2014 Our Rating: :: NEST EGGiPad Only App - Designed for the iPad Dodo Master is tough but fair, and that’s what makes it a joy to play.   | Read more »
Motorsport Manager Review
Motorsport Manager Review By Lee Hamlet on August 29th, 2014 Our Rating: :: MARVELOUS MANAGEMENTUniversal App - Designed for iPhone and iPad Despite its depth and sense of tactical freedom, Motorsport Manager is one of the most accessible and addictive management sims around.   | Read more »
Motorsport Manager – Beginner Tips, Tric...
The world of Motorsport management can be an unforgiving and merciless one, so to help with some of the stress that comes with running a successful race team, here are a few hints and tips to leave your opponents in the dust. | Read more »
CalPal Update Brings the App to 2.0, Add...
CalPal Update Brings the App to 2.0, Adds Lots of New Stuff Posted by Ellis Spice on August 29th, 2014 [ permalink ] | Read more »
Baseball Battle Review
Baseball Battle Review By Jennifer Allen on August 29th, 2014 Our Rating: :: SIMPLE HITTINGUniversal App - Designed for iPhone and iPad Simple and cute, Baseball Battle is a fairly fun baseball game for those looking for something light.   | Read more »
Checkmark 2.1 Update Released, and it’s...
Checkmark 2.1 Update Released, and it’s on Sale for a Limited Time Posted by Jessica Fisher on August 29th, 2014 [ permalink ] | Read more »
All contents are Copyright 1984-2010 by Xplain Corporation. All rights reserved. Theme designed by Icreon.