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Apple TV can possibly overtake TiVo and Netflix

Written by Andre Yoskowitz (Google+) @ 20 Mar 2007 7:20 User comments (6)

Apple TV can possibly overtake TiVo and Netflix According to a Wall Street analyst from ThinkEquity, Apple TV can "prove to be as disruptive to legacy video purchase-and-consumption behavior as the iPod has been to traditional music business model...Apple TV is an ideal conduit for multiple services including DVR, paid-for content, gaming, or advertising."
The analyst also explained that the huge combined value of all the opportunities brought forth by Apple TV could be worth as much as $11.4 billion USD.

The analyst sees Apple TV as having the potential in the future to target gamers and also feature a rival to TV Guide which could bring in advertising revenue.

Apple TV is a "network computer in disguise" according to the analyst and he states that with some hardware and software tweaks, a lot is possible with the new TV.

"Apple TV can, in our opinion, be easily turned into a DVR with little or no hardware modification and a software upgrade...We think Apple's brand, established distribution, marketing power, over 100 million total iPod unit shipments, and 22 million active Mac users would create more than enough energy to propel an AppleTV TiVo-like service to a higher subscription base than TiVo's current 4.4 million users."

Similarly, the analyst believes that Apple TV can also become a direct competitor to Netflix as soon as broadband Internet becomes more widely available. He believes "Whereas Netflix brought 'Blockbuster' to your mailbox, we believe AppleTV will bring Hollywood to your living room. Moreover, we think this device is well-positioned to quickly overtake Netflix as broadband Internet access becomes more ubiquitous and the Internet becomes the de-facto channel for content delivery."

The analyst believes that Apple TV can create a movie subscription service, pay-per-view downloads, and advertising opportunities in the living room. He also believes that Apple TV, in the future, could become a rental platform.

You can expect to get your hands on an Apple TV starting this week as the first shipments make their way to store shelves.


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6 user comments

120.3.2007 7:45

this is cool.

This message has been edited since its posting. Latest edit was made on 20 Mar 2007 @ 7:50

220.3.2007 8:19

get your e-trade accounts ready....

320.3.2007 15:56

I'll bite if only I can get 2-4 DVDs at a time unlimited for 25 a month,DVDs being any game/video you have and I will only fool with you then if you offer the unedited anime to counter the swill thats to TV anime,Gash bell is funny as hell in subs the breast/grope song is fun :P

421.3.2007 5:17

cant you just have your computer display the videos on your tv, as a second monitor? i think a cord will cost a lot less than an extra device.

521.3.2007 5:20

Originally posted by natesgate:
cant you just have your computer display the videos on your tv, as a second monitor? i think a cord will cost a lot less than an extra device.

if they want 400$ for a extra device they can go fck them selfs >>

624.8.2007 9:38

Isn't Apple TV a lot like Windows Media Center? and Apple claims Microsoft always copies them?

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