“Apple TV is scheduled for a long overdue update, with rumors of a new interface coming this September coupled with a new programming offering to be released next year,” Michael Yoshikami writes for CNBC.
“Web-only media options such as Netflix and Hulu have proven to be a significant force competing with cable companies. Amazon continues its aggressive push into streaming media and its recent addition of the hosts from BBC show ‘Top Gear’ clearly demonstrates Amazon is willing to spend whatever it takes to gain a foothold in this new digital environment,” Yoshikami writes. “Consumers are increasingly frustrated that they are paying for 700 channels when they really only watch 10.”
“So, will Apple TV change the face of television?” Yoshikami writes. “It will and will be a part of a growing movement to provide more tailored alternatives in an on-demand basis through all distribution channels (including mobile). The cable companies will no doubt keep fighting in this new environment. But, at this point, it is less about expanding market share and more about reducing share erosion.”
Read more in the full article here.
MacDailyNews Take: It’s all about the mix of content and the pricing. The mix will be crucial. There have to be enough of the networks that people want that any “missing” can be mentally written off as worth it for the savings offered. People will figure out how to get their missing needs fulfilled regardless, but if to much is missing from their list, they won’t bite on Apple’s offering. As we mentioned yesterday, Apple’s Internet TV service will have to have ESPN. It will also likely require the “Big Four” networks (ABC, CBS, Fox, NBC) – although it could launch with three out of four and eventually hammer out a deal with whichever one is being the most reticent.
Beyond the Big Four, if you go by ratings (total viewers), the top 20 cable networks are:
7. Fox News
12. Adult Swim
13. Nick at Nite
15. ABC Family
Source: Nielsen estimates, full year 2014
Apple’s Internet TV: How many TV networks will make the cut? – August 18, 2015
The next-gen Apple TV’s marquee feature – August 18, 2015
Apple to delay live Internet TV service to 2016 as negotiations stall, sources say – August 13, 2015
Top Gear’s Clarkson, Hammond and May sign with Amazon Prime for new show to debut in 2016 – July 30, 2015