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Apple TV

Apple-tv-channelsRecently, Apple TV has added quite a few high profile channels. Just yesterday NFL Now was introduced. Before that was Fox Now, Watch ESPN, Watch ABC, Watch ABC News, History, A&E, HBO Go, PBS, Lifetime, Smithsonian and much more. Apple TV has become very popular with consumers but also with networks.

However, Apple TV is being positioned as a secondary TV device. Most of these channels offer some free content but in order to watch all the content, an ID from a cable or satellite provider is required. Instead of Apple TV being a device that lets consumers “cut the cord”, Apple TV is enhancing the value (and need) of cable and satellite subscriptions.

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Is Apple's stock poised for another jump?

by: E. Werner Reschke | Aug 11, 2014

AAPL Stock 2009-2014

For the past several years owners of Apple’s stock must be pleased with the company's leadership. The stock price hit a lul during the first half of 2013, but since then AAPL has returned to its pervious value. The real question is what will happen next.

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Apple's (Potential) Big Fall Line-up

by: E. Werner Reschke | Aug 01, 2014

Jobs-ipad-keynote2010 was the last time the Apple faithful were treated to a new product category launch. The iPad made its debut just three years after the incredibly successful iPhone introduction. Over four years has passed since the iPad was announced, yet Apple has produced nothing “new.” Over the years iPhone and iPad have certainly improved — iPad now has a mini companion — but Apple’s history has set expectations for the company to launch something yet unseen, yet unknown, or yet to be done, every few years.

This Fall presents Apple another opportunity to break the cycle of just another set of upgrades to current product categories. The iPhone 6 (aka iPhone Air) is most likely going to sport a larger display (or displays), but it may be a new product that steals the show. Under Tim Cook’s leadership, there have been two special events in the Fall. A September show (2012, 2013) and an October show (2012, 2013). October is a special month for Apple as it is the beginning of its fiscal calendar. If you have never worked for a fortune 500 company, let me tell you, that is a big deal. Never under estimate when products launch and how they are tied to how bonuses are calculated.

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Apple_hdtv2Yesterday, Apple released two additional networks onto Apple TV: CNBC and Fox Now. While both have clips or what often amount to short promo videos of full length shows, neither network ads much value without a key or a cable or satellite subscription. Without a TV subscription service, these, and dozens of other networks, on Apple TV are virtually useless.

High value networks such as EPSN, CNBC, HBOGO, ABC, Disney Channel and over a dozen other networks all require TV subscriptions to access popular content. Apple TV is being manipulated by carriers into a cable TV accessory.

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Where Is The Incredible 4K Apple TV?

by: Mark Reschke | Jul 26, 2014

Apple_hdtv2Years have gone by and even Gene "no lines" Munster of Piper Jaffray seems to have given up reporting that an integrated Apple HDTV of some sort is just around the corner. When Gene gives up on the idea, it must be a dead product, right? Will the mythical Unicorn Apple HDTV ever arrive?

During the past year, attention has shifted away from an Apple TV and towards the idea of Apple launching a watch-like device, and more recently, chatter has surrounded the forthcoming iPhone. But Apple has become a master of "look at the shiny object in this hand while you ignore what we've got in the other." Just because focus has shifted away from a living room device going above and beyond the current Apple TV in no way means it isn't be developed, or waiting for an opening in Apple's schedule to launch.

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Itunes_costcoBeginning June 27, iPhones and iPads will once again be sold through Costco Wholesale. Apple's strong march back into Costco means Samsung will no longer be going unchecked within the U.S.'s largest club wholesaler. Apple will soon be reconnected the club's higher income Americans, tp which Costco largely caters. 

The average annual household income of each Costco membership is $96,000. The typical Costco member who purchases technology at the retailer is not part of the early adopter crowd. Rather, Costco members largely tie into what is called the "laggard" segment of the market, settling on whatever Costco is offering. This is a large high-income segment Apple has been missing for the past four years.

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Apple_store_portland
Apple’s Newest Retail Store in Portland, Oregon | View Gallery >

Apple's new Senior Vice President of Retail and Operations, Angela Ahrendts, recently attended the opening of Apple's new London store. Ahrendts was in Omotesando, Japan to unveil another large-scale, two floor Apple retail storefront yesterday. While much of the media focus has been on Ahrendts herself — and the amazing retail glass architectural wonders Apple continues to erect — it is Apple’s direction for retail outlets that merits investigation.  

On the international stage Apple is loudly promoting its large, standalone retail stores. However, in the U.S., Apple is very quietly moving into ever larger spaces.

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Metal_crisis_and_riseApple’s developer conference keynote held at San Francisco’s Moscone West convention center left developers’ heads spinning. The flood of new technologies Cook and his VP’s delivered was simply staggering. Among the slew of announcements was Apple’s impressive new technology called Metal. 

Metal is a graphics API for iOS, squarely targeted at game developers. Metal’s objective is to eliminate OpenGL by giving developers more power with direct access to the graphics processor. This will allow high-end gaming developers to push the limits of Apple’s A7 (and likely forthcoming A8) processor found within the latest iOS devices. The result is Apple’s CPU and GPU will work together in “seamless harmony” as Apple says, allowing games like Ryse: Son of Rome, to look and feel like its high-end console counterpart on xBOX ONE.

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WWDC 14

A two hour Keynote by Apple at WWDC 14,... and no new hardware. To some this was a big disappointment. Wall Street reacted (as they always do) by sending AAPL stock down on Monday, but on Tuesday they had reconsidered and sent Apple’s stock to another 52-week high. Along with Wall Street others had eagerly anticipated at least a new iPhone or were hoping for something else, something big — like a new category product (iWatch or a new form-factor Apple TV). But a new hardware announcement did not happen, and there are some good reasons why.

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WWDC 2014 Annual Predictions

WWDC 2014 is just around the corner now, so it's time for our annual show predictions. This year we decided to present it based on percentage chance of a particular item being announced at WWDC, in the Fall 2014 or Winter 2015.

Based upon our own internal information, colleges input and rumors here is what we are expecting to be announced and/or launched at WWDC 2014 and beyond.

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