Apple TV projected to surpass TiVo, Netflix

Apple Store“It may not quite have the cachet of the iPhone, but Apple TV has the potential to alter the media landscape and substantially improve Apple’s value as a company, or so says one financial analyst,” Thomas Claburn reports for InformationWeek.

“Apple’s forthcoming wireless set-top box, expected any day now, is designed to bring video acquired from the iTunes Store into the living room and put it on TV,” Claburn reports.

Claburn reports, “ThinkEquity Partners financial analyst Jonathan Hoopes foresees some 25% to 70% of the 22 million Mac users, and many more PC users, buying the device in the next five years, enough to eclipse both set-top box maker TiVo (4.4 million subscribers) and DVD mail service Netflix (8.8 million subscribers).”

Full article here.

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47 Comments

  1. I thought it was interesting on the Apple page that the USB2 port on Apple TV is not saying anymore “for service” or whatever. It just says USB2 port. So, looks like you CAN hook up another HD to it. Sweet……

  2. Wow, I would have thought that TiVo and Netflix had many more users than that. Apple TV could probably surpass those two very easily, especially if and when it catches on outside of the US.

  3. Power of having control of the retail store experience will kick in for appleTV. Once everyone sees it, and uses it with all the flat panel tvs they will have at the local Apple Store…these will sell.

  4. I agree Randy. Until you can actually rent movies from iTunes, I don’t see this as getting mass penetration. Even TiVo now lets you rent movies through Amazon’s craptastic Unbox service. It downloads directly to the TiVo.

    I tried it out since it was free, and it worked well believe it or not.

  5. Now if it could also BE a TiVo and record TV shows, it would be a bigger hit than iTunes.
    Keep in mind iTunes success is due largely to the fact that you can use it to rip your music CD’s, download free podcast, and even listen to internet radio. Not JUST play content you buy from ITMS.

    If Apple can make a better TiVo than TiVo, (we all know they can) then Apple could sell more Apple TV’s than Dell sells computers.

  6. I have just imported “The Departed” into my iTunes movie folder and it’s ready and waiting for my Apple TV. I had to convert the Video_TS folder to mpeg4 Quicktime using Toast 8 and I was able to import and play it without a problem. I’m sure that there will other higher qualty work arounds forthcoming.

    Buh Buh DVD’s

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