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
$117.16
Apple Inc.
-1.74
GOOG
$534.52
Google Inc.
+23.86
MSFT
$40.40
Microsoft Corpora
-1.61
MacNews Search:
Community Search:
view counter

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

Playworld Superheroes Review
Playworld Superheroes Review By Tre Lawrence on January 30th, 2015 Our Rating: :: HERO CRAFTINGUniversal App - Designed for iPhone and iPad It’s all about the imagination, fighting bad creatures — and looking good while doing so.   | Read more »
Join the SpongeBob Bubble Party in this...
Join the SpongeBob Bubble Party in this New Match 3 Bubble Poppin’ Frenzy Posted by Jessica Fisher on January 30th, 2015 [ permalink ] | Read more »
Handpick Review
Handpick Review By Jennifer Allen on January 30th, 2015 Our Rating: :: TANTALIZING SUGGESTIONSiPhone App - Designed for the iPhone, compatible with the iPad Handpick will make you hungry, as well as inspire you to cook something new.   | Read more »
Storm the Halls of Echo Base in First St...
Storm the Halls of Echo Base in First Star Wars: Galactic Defense Event Posted by Jessica Fisher on January 30th, 2015 [ permalink ] Universal App - Designed for iPhone and iPad | Read more »
Contradiction Review
Contradiction Review By Tre Lawrence on January 30th, 2015 Our Rating: :: SPOT THE LIEiPad Only App - Designed for the iPad Contradiction is a live action point and click adventure that’s pretty engaging.   Developer: Tim Follin Price: $6.99 Version Reviewed: 3 Device Reviewed On: iPad Mini 2 | Read more »
Unlock Sunshine Girl in Ironkill with th...
Unlock Sunshine Girl in Ironkill with this special 148Apps code Posted by Rob Rich on January 29th, 2015 [ permalink ] Robo-fighter Ironkill has been out on iOS a | Read more »
Crossroad Zombies Review
Crossroad Zombies Review By Jordan Minor on January 29th, 2015 Our Rating: :: CROSSWALKING DEADiPad Only App - Designed for the iPad Crossroad Zombies is a rough draft of a cool genre mash-up.   | Read more »
Blood Brothers 2 – Tips, Cheats, and Str...
War is hell: Is it the kind of hell you want to check out? Read our Blood Brothers 2 review to find out! Blood Brothers 2, DeNA’s follow-up to the original Blood Brothers, is an intriguing card collecting / role-playing / strategy hybrid. There’s seemingly a lot to take in at first, but with 148Apps’ help, you’ll soon be able to effortlessly smack... | Read more »
Blood Brothers 2 Review
Blood Brothers 2 Review By Nadia Oxford on January 29th, 2015 Our Rating: :: AN AGGRAVATING RELATIVEUniversal App - Designed for iPhone and iPad Blood Brothers 2 is built on a simple, solid foundation, but its free-to-play system doesn’t play fair.   | Read more »
I AM BREAD, the Toast of the Town, is Ro...
Have you ever dreamt of being deliciously gluten-y? Do you feel passionate about Rye and Wheat? The guys at Bossa Studios do and that is why they are bringing I AM BREAD to iOS soon. The loafy app will feature all the new content that is being included in the Steam Early Access version. You’ll get the all new garage area and Cheese Hunt mode... | Read more »
All contents are Copyright 1984-2010 by Xplain Corporation. All rights reserved. Theme designed by Icreon.