Analyst: Apple to launch subscription video service

Posted by Cory Bergman on April 12, 2011

Jefferies analyst Peter Misek has the TV industry buzzing today with a prediction that Apple is working on a huge, cloud-based video service that will take on Netflix. Misek writes in his report that Apple is close to opening a massive data center in North Carolina that will power it.

Of course, Apple doesn’t comment on these sorts of things, and Misek’s report lacks a lot of hard facts. But given Apple’s position in the market, a subscription video service makes a lot of sense. He speculates the service could be accompanied by a new device, “We would guess a TV or a new set-top box.”

Misek also adds, “We find it notable that the content companies, citing a lack of domain license, asked Cablevision (CVC) to remove channels from its iPad app. We believe these same companies are negotiating some sort of deal with Apple.”

Again, speculation, but it will certainly be interesting to see what happens.

Filed Under apple, Netflix, new networks

http://sisyph.us/ ErikSchwartz

You don’t need a massive data center for video on demand. In fact it’s pretty much impossible to build a scalable VOD service from a few large data centers.

You need a distributed network with peering in the ISPs. You need co-located edge servers that tie directly to the optical nodes that terminate in the neighborhoods. You need to hook directly to the telcos DSLAM.

Apple may well someday do this, but a giant data center in NC will not help them at all. The sign for an impending Apple subscription video service will be when they buy Akamai (who has edge servers colocated with the MSOs and telcos).
http://sisyph.us/ ErikSchwartz

You don’t need a massive data center for video on demand. In fact it’s pretty much impossible to build a scalable VOD service from a few large data centers.

You need a distributed network with peering in the ISPs. You need co-located edge servers that tie directly to the optical nodes that terminate in the neighborhoods. You need to hook directly to the telcos DSLAM.

Apple may well someday do this, but a giant data center in NC will not help them at all. The sign for an impending Apple subscription video service will be when they buy Akamai (who has edge servers colocated with the MSOs and telcos).
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The Unknown Known

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The Unknown Known

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The Unknown Known

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The Unknown Known

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