Analyst: Netflix could be near the top of Apple’s shopping list

Apple Online Store“Gleacher & Co. Apple analyst Brian Marshall went on the tube a little while ago, on CNBC’s ‘Fast Money,’ in fact, to discuss what Apple might do with its more than $50 billion in cash and equivalents, a subject of much discussion of late,” Tiernan Ray reports for Barron’s. “The focus was on rumors about Netflix as a top acquisition target.”

‘I do think that that transaction could make sense,’ said Marshall,” Ray reports. “You know, Apple wants to be the first company to seemlessly integrate the home office and the living room. What’s limiting them now is basically content and better broadband into the home. In terms of content, they have over 10,000 titles on iTunes. Netflix has over 100,000 titles. That would be a pretty interesting marriage right there.”

Ray reports, “It’s certainly not the first time Netflix’s been mentioned as a prominent Apple M&A target, with Kaufman Brothers analyst Shaw Wu listing NFLX among targets in the article referenced above.”

Full article, with the CNBC video, here.

80 Comments

  1. “You know, Apple wants to be the first company to seemlessly integrate the home office and the living room.”

    Right. Because nothing says home office productivity like Netflix!

  2. “You know, Apple wants to be the first company to seemlessly integrate the home office and the living room.”

    Right. Because nothing says home office productivity like Netflix!

  3. Apple will not buy Netflix except to kill it in favor of iTunes rentals.

    If Apple does this, the customers will flee to the next Netflix type creation and away from iTunes.

    Netflix survives because of it’s neutrality amongst content creators.

    Netflix almost bought a content creator once, until they got a flood of angry phone calls with content creators threatening not to renew their contracts.

    Steve Jobs is Disney’s largest shareholder, Disney owns ABC and a host of other content creators/studios etc.

    If Apple buys Netflix, Netflix will cease to exist, both via customers and content creators. It’s a waste of money and we know Apple doesn’t waste money.

    Next story please, the author of this article is a complete ignorant moron.

  4. Apple will not buy Netflix except to kill it in favor of iTunes rentals.

    If Apple does this, the customers will flee to the next Netflix type creation and away from iTunes.

    Netflix survives because of it’s neutrality amongst content creators.

    Netflix almost bought a content creator once, until they got a flood of angry phone calls with content creators threatening not to renew their contracts.

    Steve Jobs is Disney’s largest shareholder, Disney owns ABC and a host of other content creators/studios etc.

    If Apple buys Netflix, Netflix will cease to exist, both via customers and content creators. It’s a waste of money and we know Apple doesn’t waste money.

    Next story please, the author of this article is a complete ignorant moron.

  5. i want them to buy canon or nikon, keep the optics part for the lenses, and redesign the camera bodies so there aren’t so many buttons. right now most digital camera bodies look like they were designed by research in motion rejects.

  6. i want them to buy canon or nikon, keep the optics part for the lenses, and redesign the camera bodies so there aren’t so many buttons. right now most digital camera bodies look like they were designed by research in motion rejects.

  7. I’ve followed AAPL for over a quarter of a century and read hundreds of items advising, even insisting, the company to make certain moves. Under Steve Jobs two things have inevitably come to pass: Apple always does something else, and the analysts/pundits are always proven wrong.

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