“Apple has been, and continues to be, quite secretive regarding the number of Apple TVs that are in circulation. Apple neither discloses a total unit sales figure for the device, nor does it announce the amount of revenue it receives from Apple TV sales. All we know is that Apple currently uses the subscription method of accounting for Apple TV revenue, much like it does with the iPhone,” Andy Zaky writes for Seeking Alpha.
“But instead of allocating a separate line item for the Apple TV on its financial statement, Apple simply records the revenue under one line item called “iPhone and Apple TV”—leaving the relevant observer completely ignorant as to both the monetary and market impact of the device. This has led many Wall Street pundits, investors and financial analysts to fully understate the potential influence the Apple TV might have on the video market,” Zaky writes.
“For all we know, the Apple TV could be making considerable ground even as I write this article. Last week, Apple announced that iTunes has become the world’s most popular online movie store as it sells and rents over 50,000 movies per day or a little over 18 million movies per year. That’s with a catalogue of only 2,000 movies. With a huge customer install base for movie downloads already set in place, the Apple TV 2.0 can already be taking off,” Zaky writes.
Zaky writes, “Yet, while Apple has made significant inroads in its campaign for occupancy of the living room with its Apple TV Take 2, the Apple TV still has a long ways to go from being the perfect alternative to DVD players… Knowing the genius of Steve Jobs, Apple is probably working on most, if not all of them:”
• Where’s the TV Tuner and HD-DVR?
• Wireless Syncing and Streaming with the iPod Touch & the iPhone.
• iTunes Expansion, DVD Extras, Subscription Services and HD Content.
• Maybe a Blu-Ray Player?
• Allow DVD Ripping in a DRM Protected Format.
• Better Remote Control… A touch screen one perhaps?
Much more, including discussion of each of the above bullet points, here.
[Thanks to MacDailyNews Reader “Carl” for the heads up.]
Want a touch screen remote for Apple TV? Just buy it for your iPhone and/or iPod touch from Apple’s App Store, right?