Who wins and who loses if Apple disrupts TV

“Pacific Crest’s Andy Hargreaves took a deep look Monday at the likely effect on the TV industry if, as widely rumored, Apple re-enters the market this summer — perhaps in less than four weeks — with a new, ‘disruptive’ video service,” Philip Elmer-DeWitt reports for Fortune.

MacDailyNews Take: No need to re-enter a market you’re already in to the tune of 25+ million devices sold (Apple TV). Apple will be adding to their TV entries (Apple TV, iTunes Store, AirPlay, etc.)

“He describes the new service as a medium (as opposed to skinny) bundle of live programming, priced between $40 and $50 per month, with significant ‘stacking rights’ (i.e., entire seasons, not just the last five episodes) and a user-friendly interface,” P.E.D. reports. “‘A well-executed Apple service,’ he writes, ‘“could alter consumers’ expectations for a linear bundle and alter the competitive landscape.'”

Apple TV, iTunes Store, and iCloud allow content to play anywhere
Apple TV, iTunes Store, and iCloud allow content to play anywhere

 
P.E.D. reports, “When the dust settles, who wins? Who loses?”

Read more in the full article here.

MacDailyNews Take: Here’s one for the top of Hargreaves’ winners list: Apple Inc.

12 Comments

  1. This is such an obvious media paradigm future. A no-brainer and apparent to even the most disinterested party. Resistance by the cable companies is futile. I would suggest they work on making their pipes even faster instead instead of bucking the inevitable.

  2. I’ll tell you who loses–the makes of those god-awful Comcast remote controls. The people who designed those damn things must have got their design expertise designing the controls for a 747.

  3. “No need to re-enter a market…”

    Especially if you’re one of the many with a Mac Mini with HDMI out to your HD TV, with iTunes for TV and movies, Safari for YouTube, BootCamp and Steam for games, and EyeTV for live TV.

    What else is there?

  4. 50 to 60 bucks?
    come on – that stinks

    Netflix and CraveTV are a deal – old but Netflix has new stuff daily. Apple needs to do a hell of a lot better than what is being said.

    Now as for a new Apple TV and iTunes etc services… This will be a welcoming sight. And no one but Apple can do better.

  5. In order for Apple to make major inroads into the TV scene, they should offer on-demand video streaming at a price below, rather than 2-3 times, current cable-TV prices.

    1. I’d pay equal value to Apple for same channels, if they can deliver at same quality over my 12 Mbps u-verse ISP service. But I won’t pay a premium just because its Apple.

  6. Bandwidth, bandwidth, bandwidth. The customer base is limited to those with lots of cheap bandwidth. Great in dense urban settings, iffy in the less populated expanses. If you don’t live within 20 miles of an Apple Store, no joy for you.

  7. Jobs may well have said he’s sussed it, but, IMHO, he meant the interface, not the service itself. Even Apple can do very little about actual access to the source, unless everyone does what HBO just did. And, I’ll lay a bet right now that OTA will have nothing to do with it, alas.

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