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.


  1. Consumers and advertisers will win. We may finally get well targeted ads for the products and services we want rather than the shot-gun approach we are used to. For those who want no ads, the price should reflect that too.

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