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
$123.25
Apple Inc.
-0.99
GOOG
$548.34
Google Inc.
-6.83
MSFT
$40.97
Microsoft Corporation
-0.24
MacNews Search:
Community Search:
view counter

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

These are All the Apple Watch Apps and G...
The Apple Watch is less than a month from hitting store shelves, and once you get your hands on it you're probably going to want some apps and games to install. Fear not! We've compiled a list of all the Apple Watch apps and games we've been able to find so far. Games Rules! By TheCodingMonkeys App Store Description: RULES! is a cute puzzle game... | Read more »
Appy to Have Known You - Lee Hamlet Look...
Being at 148Apps these past 2 years has been an awesome experience that has taught me a great deal, and working with such a great team has been a privilege. Thank you to Rob Rich, and to both Rob LeFebvre and Jeff Scott before him, for helping me to grow as a writer and for giving me the opportunity to write about what I love: playing innovative... | Read more »
Hands-On With Allstar Heroes - A Promisi...
Let’s get this out of the way quickly. Allstar Heroes looks a lot like a certain other recent action RPG release, but it turns out that while it’s not yet available here, Allstar Heroes has been around for much longer than that other title. Now that copyright row is out of the way, I can say that Allstar Heroes seems pretty fun. It’s not out here... | Read more »
Macho Man and Steve Austin Join the Rank...
WWE Immortals, by Warner Bros. Interactive Entertainment and WWE, has gotten a superstar update. You'll now have access to Macho Man Randy Savage and Steve Austin. Both characters have two different versions: Macho Man Randy Savage Renegade or Macho King, and Stone Cold Steve Austin Icebound Watcher or Texas Rattlesnake. | Read more »
Fearless Fantasy is Fantastic for the iF...
I actually had my first look at Fearless Fantasy last year at E3, but it was on a PC so there wasn't much for me to talk about. But now that I've been able to play with a pre-release version of the iOS build, there's quite a bit for me to talk about. | Read more »
MLB Manager 2015 (Games)
MLB Manager 2015 5.0.14 Device: iOS Universal Category: Games Price: $4.99, Version: 5.0.14 (iTunes) Description: Guide your favorite MLB franchise to glory! MLB Manager 2015, officially licensed by MLB.com and based on the award-winning Out of the Park Baseball series, is the most fun and realistic baseball game ever created for... | Read more »
Breath of Light (Games)
Breath of Light 1.0.1421 Device: iOS Universal Category: Games Price: $2.99, Version: 1.0.1421 (iTunes) Description: Hold a quiet moment.Breath of Light is a meditative and beautiful puzzle game with a hypnotic soundtrack by Winterpark.BEAUTIFULInspired by modern minimalism combined with a range of meditative art styles, from Zen... | Read more »
WWE WrestleMania Tags into the App Store
Are You ready to rumble? The official WWE WrestleMania app, by World Wrestling Entertainment, is now available. Now you can get all your WrestleMania info in one place before anyone else. The app offers details on superstar signings, interactive venue maps, event schedules, WrestleMania Superstore hours, stadium information, and more. You can also... | Read more »
Bio Inc's New Expansion is Infectin...
Bio Inc., by DryGin Studios, is the real time strategy game where you infect a human body with the worst virus your evil brain can design. Recently, the game was updated to add a whole lot of new features. Now you can play the new “Lethal” difficulty, which chakllenges even hardcore players. If you aren't quite there yet you can still enjoy the “... | Read more »
The Monocular Minion is Here! Despicable...
Despicable Me: Minion Rush, by Gameloft, is introducing a new runner to the mix in their latest update. Now you can play as Carl, the prankster minion. Carl has a few new abilities to play with, including running at a higher speed from the start. Gameloft has also added Eduardo's House as a new area. You'll be able to race through the infamous El... | Read more »
All contents are Copyright 1984-2010 by Xplain Corporation. All rights reserved. Theme designed by Icreon.