‘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.
Microsoft (MSFT) currently has a market cap of $222 Billion, more than 4x Apple’s cash holdings. And that’s without the typical acquisition premium. Add this suggestion to the pile of dumb suggestions (Buy Adobe, buy Sony, buy Dell, buy GM, buy Nintendo, etc.)
And, as ChrissyOne asks, “What exactly would they be getting out of the deal [buying Netflix] that they don’t already have?” Exactly.
Microsoft (MSFT) currently has a market cap of $222 Billion, more than 4x Apple’s cash holdings. And that’s without the typical acquisition premium. Add this suggestion to the pile of dumb suggestions (Buy Adobe, buy Sony, buy Dell, buy GM, buy Nintendo, etc.)
And, as ChrissyOne asks, “What exactly would they be getting out of the deal [buying Netflix] that they don’t already have?” Exactly.
IF! Apple were to make an acquisition of one of those mentioned. Sony makes sense to me. Hardware, Games, Music, Movies, TV many things that Apple can use and improve. Terrific leverage in the media marketplace. Lots more cool stuff for iTunes and AppleTV. Just let the other explain the lost $$$ to the shareholders.
“What Say You?!”
IF! Apple were to make an acquisition of one of those mentioned. Sony makes sense to me. Hardware, Games, Music, Movies, TV many things that Apple can use and improve. Terrific leverage in the media marketplace. Lots more cool stuff for iTunes and AppleTV. Just let the other explain the lost $$$ to the shareholders.
“What Say You?!”
Why in the world would Apple buy Netflix? To duplicate what Apple does with iTunes?
Stupid. These analysts think that just because Apple has a bunch of cash that Apple is looking to spend it.
Nope. Apple is preparing itself for something big, but that may not be for another 10 years or more. Apple only makes acquisitions that fit very will in Apple’s long-term strategies, and Netflix is not that.
Reminds me of the TiVo rumors a few years ago.
Why in the world would Apple buy Netflix? To duplicate what Apple does with iTunes?
Stupid. These analysts think that just because Apple has a bunch of cash that Apple is looking to spend it.
Nope. Apple is preparing itself for something big, but that may not be for another 10 years or more. Apple only makes acquisitions that fit very will in Apple’s long-term strategies, and Netflix is not that.
Reminds me of the TiVo rumors a few years ago.
As I’ve said on these comments this content from netflux will go thru the new nc facility as well ad ur phone that’s it’s purpose
As I’ve said on these comments this content from netflux will go thru the new nc facility as well ad ur phone that’s it’s purpose
Those of you who think Apple will buy it just to kill it are way off the mark.
Apple doesn’t buy stuff just to kill it. Apple buys stuff to integrate into the stuff they already have.
Where do you think iTunes came from? Apple bought SoundJam and made it their own.
If Apple were to buy Netflix, they would roll the features into iTunes.
All the Netflix enabled devices out there would become iTunes enabled devices.
Those of you who think Apple will buy it just to kill it are way off the mark.
Apple doesn’t buy stuff just to kill it. Apple buys stuff to integrate into the stuff they already have.
Where do you think iTunes came from? Apple bought SoundJam and made it their own.
If Apple were to buy Netflix, they would roll the features into iTunes.
All the Netflix enabled devices out there would become iTunes enabled devices.
Apple is saving their cash to buy China, once they buy China, they can control all of their manufacturing facilities. LOL
Gee, this is fun guessing what Apple will do with their cash.
Now I can go apply for a job as a Analyst…
Apple is saving their cash to buy China, once they buy China, they can control all of their manufacturing facilities. LOL
Gee, this is fun guessing what Apple will do with their cash.
Now I can go apply for a job as a Analyst…
Buy Tesla, we all want a glowing Apple logo in the middle of the steering wheel on our cars.
Buy Tesla, we all want a glowing Apple logo in the middle of the steering wheel on our cars.
Apple may buy Electronic Arts to get back at Microsoft for buying Bungie! LOL!
Apple may buy Electronic Arts to get back at Microsoft for buying Bungie! LOL!
I think you are on to something. But Apple doesn’t have to buy China, just the right provinces or towns. No need to buy the companies making Zunes or HP Slates.
I think you are on to something. But Apple doesn’t have to buy China, just the right provinces or towns. No need to buy the companies making Zunes or HP Slates.
@TheConfuzed1
“All the Netflix enabled devices out there would become iTunes enabled devices.
It’s not a hardware war, but a content war.
A device is a just a device without the content owners material, and new content has to always be created as it’s always being consumed.
If Steve Jobs wasn’t Disney’s largest shareholder, sure Apple could and should buy Netflix as they would be neutral. The media content owners are not going to allow themselves to become monopolized by Steve Jobs like what he does to record labels, his customers, the App Store, the Mac App Store, iAds etc. See a pattern yet?
“…they have over 10,000 titles on iTunes. Netflix has over 100,000 titles.”
Says it all right there for the power of Netflix’s neutrality.
@TheConfuzed1
“All the Netflix enabled devices out there would become iTunes enabled devices.
It’s not a hardware war, but a content war.
A device is a just a device without the content owners material, and new content has to always be created as it’s always being consumed.
If Steve Jobs wasn’t Disney’s largest shareholder, sure Apple could and should buy Netflix as they would be neutral. The media content owners are not going to allow themselves to become monopolized by Steve Jobs like what he does to record labels, his customers, the App Store, the Mac App Store, iAds etc. See a pattern yet?
“…they have over 10,000 titles on iTunes. Netflix has over 100,000 titles.”
Says it all right there for the power of Netflix’s neutrality.
Nicely done, Mark.
Almost all the content gripes directed toward aapl are creations of the studios etc. to keep aapl off balance. Owned by aapl, Netflix would be viewed in a totally different light.
Nicely done, Mark.
Almost all the content gripes directed toward aapl are creations of the studios etc. to keep aapl off balance. Owned by aapl, Netflix would be viewed in a totally different light.
Netflix? Nah. They aren’t Apple’s problem. The movie studios are Apple’s problem. They won’t allow Apple to carry their movies in the iTunes store. Buying Netflix won’t do anything but cause the movie studios to also black list Netflix. Without movies/tv shows to sell, it won’t matter what video streaming company Apple buys.
Netflix? Nah. They aren’t Apple’s problem. The movie studios are Apple’s problem. They won’t allow Apple to carry their movies in the iTunes store. Buying Netflix won’t do anything but cause the movie studios to also black list Netflix. Without movies/tv shows to sell, it won’t matter what video streaming company Apple buys.
Apple should:
1.Create their own Adobe/Photoshop/CS killer, and do it top notch.
2. Insist that Intuit make Quickbooks FULLY Mac compatible.
3. Clean up iTunes, and do it top notch.
4. Make iWork and iLife kick ass, best of class suites.
5. Make mail best of class.
This is what they should invest heavily in. Don’t let things slip away and become 2nd class.