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Here's the thing. Apple now has over 1 billion active devices. I'm not sure how many active iTunes accounts that is but its for sure hundreds of millions. It makes sense for Apple to be thinking how they can monetize this user base (and hopefully keep them as Apple customers), especially if hardware upgrade cycles are getting longer. I might not be buying Apple devices as often but I'm still giving them money for other things like Apple Music, subscription TV service, etc. and I'm sure Wall Street would like it because it's a more predictable revenue stream. Honestly I'd love it if Apple turned their devices into a subscription service similar to the iPhone upgrade program. I'd totally pay a monthly fee to "rent" my devices (with the option to own outright) and get a new one every year or two.

1 billion active devices, yes, but not necessarily 1 billion unique users.
 
I would prefer if Apple just killed the Apple TV altogether. Personally, "exclusive" and "original" programming is a turn off. It's one of the reasons my wife and I might be canceling Netflix soon. I don't care for their original content and thats all they seem to push now instead of trying to get rights to stream good movies and tv shows.
Actually, I read an article where Netflix is trying to offer more exclusive content, only some of which is original. What this means is that content that is already available in Hulu or Amazon is stuff Netflix will not go after or pay as much. It is unfortunate because this means we are splintering again and you could end up in a scenario where to see all the things you want you have to subscribe to multiple services. I don't know what the right answer is here but keeping Apple in the mix to force some much needed industry changes is a good thing IMHO.
 
Just buy Netflix ALREADY! Let's be serious, it's what you're going to do in the long run, might as well do it now.
 
Just buy Netflix ALREADY! Let's be serious, it's what you're going to do in the long run, might as well do it now.

but what is Apple really buying if they buy Netflix for over $40 billion ?

Does Netflix have IP, content or assets worth that much?

Would spending $40B to buy the Netflix their leadership/people/team be worth it ?

My only guess would be their subscriber base (65 million subs)... BUT how many of these subscribers are already subscribers to the iTunes/AppStore platform? I'd bet there's a huge overlap, so spending that kind of money (over $600 per sub) may not be the best route.

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One big hurdle for them will be data caps on comcast accounts. I love the idea of using iTunes for all my media consumption, but 300GB per month is going to kill that idea for me.

That was the reason I cancelled my Comcast service last month and went back to U-Verse..... I miss the speed but I don't want to constantly watch my usage.
 
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That was the reason I cancelled my Comcast service last month and went back to U-Verse..... I miss the speed but I don't want to constantly watch my usage.
I hope more people do the same and break up this concept. I'm one of the large group that has no alternative where I live. In fact I tried to talk to comcast about my account and the representative basically stated that to me. He knew I had no options and he wasn't going to be helpful because of it.
 
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Looking at the growth of the "services" category, almost on par w/ iPad and Mac, respectively, it makes sense Apple would delve further into media subscriptions. Plus they have to keep up with all the other streaming services if they are to remain a relevant service.

There's some logic to that, but another way to look at it is the iPad and Mac categories were major product categories synonymous with Apple. They dominated and made the best computers and tablets in the world. Their reputation is built on Mac and iOS. Now they're letting those categories rot on the vine.

They're giving up what makes Apple magical to chase their tail around and make copycats. They're throwing around a ton of money to play catchup in categories they know nothing about while ignoring their corse essence.

If Apple loses it's core identity, nobody will care about their late-to-the game streaming, or VR, or original content, or car. They'll turn into Polaroid, a name sleazy marketers can slap onto anything to try and move a few extra units of crap.
 
All of this exclusive content for difference streaming providers reminds me of the very thing that we are aiming to get away from with the cable industry. We don't want to be subscribed to like 5 different services just for one or two shows each, right?
 
Please buy Star Trek and save it. Since paramount has no idea what to do with a television property that has a billion fans but leave it off the air on a shelf to rot for a couple decades... a completely unthinkable failure, in any other business...

Make it, or some sci-fi series, about exploration and discovery and optimism and imagination and ingenuity and adventure, the elements that make sci-fi work best. Please save us from yet more mindless militarized terrorism-analogy action movie garbage that has befallen sci-fi (and every other genre). Real life is aggressive and depressing and hopeless enough as it is.
 
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I find it funny that Rumors doesn't even mention AMAZON, who create incredible original shows that went to win multiple awards.

I guess MacRumors is still upset Amazon is no longer selling Apple TV
 
Please, no. I know Eddie thinks he's an entertainment industry wizard, but this is just going to create bad vibes everywhere and doesn't promise anything like quality. Too many conflicts of interest for Apple in the market to be able to do this successfully. Just be the box, Apple, not the stream.
 
There's some logic to that, but another way to look at it is the iPad and Mac categories were major product categories synonymous with Apple. They dominated and made the best computers and tablets in the world. Their reputation is built on Mac and iOS. Now they're letting those categories rot on the vine.

They're giving up what makes Apple magical to chase their tail around and make copycats. They're throwing around a ton of money to play catchup in categories they know nothing about while ignoring their corse essence.

If Apple loses it's core identity, nobody will care about their late-to-the game streaming, or VR, or original content, or car. They'll turn into Polaroid, a name sleazy marketers can slap onto anything to try and move a few extra units of crap.


Yes. Good summary. Of course TC came from the PC world (IBM and Compaq) so it's not too surprising to see Apple fall into the clone existing products mentality. He is a lot more corporate than creative and that explains a lot about Apple's moves these past couple of years.
 
Who remembers iMix?

That was a great feature of iTunes when it was introduced.

Apple has lost their way. They are more interested in selling commercial content for brainless consumption than encouraging user engagement and content creation.
 
Apple does not make music though. They run a music storefront. Which is not far from where there expertise already was. The same goes for the iPhone, it was a natural successor to the iPod. The things they learned from the iPod went into building the iPhone.

Making tv shows and movies has nothing to do with anything they do as a company.

Netflix, Amazon really don't make show... Producers bring them shows, they finance them.
Apple would just start competing with all those other financers, even traditional TV, for those new shows.
 
The 'Apple should buy X company' comment makes its way into every other post. Why would Apple buy a company they're already on great terms with who also was the first to offer them exclusivity when their cable-free content service launched? Makes sense to me.

The reason I think they should buy HBO is the quality and depth of the content HBO has and buying control over the content. Buying exclusive access to shows like mega-hits Game of Thrones might be a better deal than spending billions hoping you produce a show as good. Plus, you buy tons of programing experience... something I'm sure Apple would benefit from.
 
1 billion active devices, yes, but not necessarily 1 billion unique users.
But it's in the hundreds of millions for sure.

Netflix, Amazon really don't make show... Producers bring them shows, they finance them.
Apple would just start competing with all those other financers, even traditional TV, for those new shows.

Yes. I hope Apple isn't thinking of becoming a production company. That's not their expertise. Just open up the wallet for others to produce exclusive content.
 
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1 billion active devices, yes, but not necessarily 1 billion unique users.

You're absolutely right. A quick search turns up a mere 800 million iTunes accounts as of 2014. They may very well still be short of a billion accounts. Clearly that's too small of a potential audience to even consider green-lighting original content.
 
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