An Apple Over-The-Top Television Service Would Be a Win-Win For Both Apple and Media Providers

Apple Remains One of Our Best Ideas in Tech as Innovation Lives On; Maintaining $140 Fair Value

Japan TMT Analyst

Pelham Smithers

Market Intel on Asian Tech with a Japan focus

Pelham Smithers Associates

Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods. 

Research is provided by the following:
Pelham Smithers: Macro, consumer electronics, telecoms & pharma
Joel Scheiman: Electronics materials / components
Julie Boote: Autos
Will Nestuk: Capital goods, machinery & transportation equipment parts
Thao Nguyen: eCommerce, internet content, marketing & advertising

Equity Bottom-Up

<p><a href="https://www.smartkarma.com/profiles/273" target="_blank" data-smartkarma-citation="accounts:273">Morningstar</a>'s argument that an over-the-top TV service would work for Apple, content providers and customers alike is, in our view, spot on the money. The problem is that they really have to move fast, and having procrastinated so long on the TV side, are they really equipped to deliver now?</p><p>With Apple Music, Apple has demonstrated that it is willing and able to move from the pay-per-view world of iTunes to the subscription world, and whilst OTT TV is a complex version of subscription, it is…</p>

Morningstar's argument that an over-the-top TV service would work for Apple, content providers and customers alike is, in our view, spot on the money. The problem is that they really have to move fast, and having procrastinated so long on the TV side, are they really equipped to deliver now?With Apple Music, Apple has demonstrated that it is willing and able to move from the pay-per-view world of iTunes to the subscription world, and whilst OTT TV is a complex version of subscription, it is…

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