What made the original iMac, iPhone, iPad — and now Apple Watch — shine is that they were game changers. An industry was going one way but then when Apple entered the market, boom! The industry shifted direction to follow what Apple was doing.
Apple’s late summer special events have historically focused on the release of new iPhones. This season’s forthcoming September 9th event appears to be no different, but there is one product that appears ready to grace the stage which rarely makes an appearance anywhere, and it is likely to steal the show. Apple TV. Sorry iPhone, it appears you are about to be trumped.
When the all-new Apple TV arrives, likely introduced by Apple’s Senior Vice President, Worldwide Marketing, Phil Schiller, it will not be as a feigned hobby. It won't have the same look. It won't have the same remote. It will not have the same interface, and it will host a slew of new features. According to a recent report by Parks Associates, Apple TV sales have slipped into 4th place behind Roku, Google and Amazon streaming solutions. Don't expect this to continue being the case after September 9. When Apple enters a market, they play to win, and not to be one of many participants on the stage. If rumors surrounding the Apple TV are accurate, the diminutive streaming set-top-box should acquire the living room’s top sales spot in a matter of days after its release.
Apple car rumors may be on a slow burn as of late, but that has not stopped Apple from hiring Tesla, Fiat Chrysler, or any number of automotive company employees. And Apple’s supposed off-campus car headquarters is as locked down as ever. All indications are Apple is quietly, secretly, developing their own car at warp speed.
Stocks across the globe have been on a recent downward slide. China twice devaluated their currency last week, hitting companies like Apple hard with worries their products would no long be affordable to the Chinese consumer. This morning the DOW Industrial Average started with a 1,000 point plunge, and AAPL sank to $94.05 a share at the opening bell, leading the massive fear-based sell off. Then Apple CEO, Tim Cook, did something unheard of for the Cupertino-based company.
Cook emailed CNBC's Jim Cramer stating the following: “Jim, As you know we don't give mid-quarter updates and we rarely comment on moves in Apple stock. But I know your question is on the minds of many investors.”
I recently took a vacation in Brazil. It is winter there now, thus the locations I visited ranged in the mid-upper 80's, with relatively low humidity, with beaches sparsely populated, leaving them all to my family. Perfect. But in exploring Apple options I was sorely disappointed. Apple’s presence in Brazil is anything but perfect. Brazilian’s like to say “God is Brazilian!” If that were the case, then he’s using Samsung, LG or something else to conduct his wireless communications. Many Brazilians own iPhones, but most own an iPhone 4 or 5. Only a few scant few iPhone 6’s did I see, and here's why.
The US dollar retail price for a 64GB iPhone 6 is $749. In Brazil, the same iPhone is USD is just over $1,000. My new MacBook, which costs $1,599 Stateside, runs $3,300 USD when purchasing via Apple’s online Brazilian store. Within authorized Apple retail locations the prices are the same or more. Anyone using a Mac in Brazil is very likely amongst the über rich. Even though Foxconn has a major iPhone and iPad factory within Brazil’s largest city of Sao Paulo, there are still tariffs on Apple’s in-country built products. Perhaps it is due to component imports or Foxconn not being a Brazilian owned company. Whatever the reason, it puts a majority of current Apple products out of the financial reach of 95% of the Brazilian populous.
An all-new Apple TV has been highly anticipated since it was a no show at Apple's World Wide Developers Conference this past June. Rumors suggest the revised Apple TV will be thinner and slightly wider, with iOS 9 acting as the software core of the device. A state-of-the-art A9 processor, Siri integration, an app store, Home Kit and possible Force Touch remote control are all said to be apart of Apple's new black box. But new high tech goodies come at a price.
During an Apple Watch special event in March, CEO Tim Cook announced Apple TV would begin selling at a price of $69. For years Apple TV had been selling at $99. The lower price not only saw an increase in Apple TV sales, but also paved the way for an all-new Apple TV to enter the market at a higher price point. The lower price for the current Apple TV also gives Apple the flexibility to continue selling it as an entry level option, competing with Roku and others in the sub-$100 market.
September 9th is coming, and rumors have marked the date for an Apple Special event. The stars of the event are to be the latest iPhones, iOS 9, the release date for OS X El Capitan and perhaps an all-new 12-inch iPad pro. An all new Apple TV is also expected to grace the stage, but whether the new living room device comes with gaming, an app store, or network streaming bundle is still fuzzy math at best. What makes the cut for Apple TV at launch is being closely watched, but perhaps the best feature for the device is almost a given to make the cut.
Global search will be Apple TV's new killer feature. Having the core of iOS 9 at Apple TV's core makes global search much easier to deploy, and makes content exponentially easier to find. Currently, if my daughter wants to find an episode of Word Girl, does she go to PBS Kids. But if the show is no longer there, does she need to search Netflix, or does ABC Family channel or Vimeo perhaps has Word Girl and her trusty sidekick Bob (a monkey btw)? Searching for content within network apps is a painful exercise. People simply do not think in terms of provider, then content. Rather, the content you want to watch is thought of first, and then how to find it becomes the big task. Apple's global search will be a welcome change.
Earlier this week, Bloomberg rumored that Apple's forthcoming Apple TV revamp will not include what many see as a key flagship feature – a streaming network bundle. Interviewed on Bloomberg TV, Sr. Intelligence Analyst, John Butler, followed up the rumor stating he believed Apple has underestimated how long a process it would be to forge network TV contracts. Dressed in suit and tie, topped off with sharp looking glasses, Butler looks and sounds most credible, but do John Butler's claims really match reality?
On February 9, Dish Network launched their over-the-top internet protocol service, called SlingTV. SlingTV's base package includes 23 networks, costs $20 a month and has accumulated roughly 250,000 subscribers. How has Dish Network been able to put together an impressive bundle of popular networks, but Apple, working on an over-the-top solution for years, been unable to negotiate a workable deal?
Yesterday Apple released two operating system updates. In reality, Apple really released three: OS X 10.10.5, iOS 8.4 and iTunes 12.2.2. If you think about it, iTunes is somewhat of a pseudo operating system inside an operating system (for managing media on Mac, iOS and Windows).
First, Apple released all three of these yesterday at the same time. It tells us that iTunes must’ve been at the core of the fixes because it would and could effect both iOS and OS X. The iTunes release notes state this version contains bug fixes for Apple Music — a critical component of Apple’s iTunes strategy going forward.
“The Apple car windshield will crack easily, but the car will still function.”
— or —
“Apple Car will be compatible with most roads, but will require its own proprietary fuel.”
It was back in February of 2015 that rumors of Apple developing their own car exploded into the news, and the jokes quickly followed. And while the stream of rumors – and jokes – have died down, Apple certainly has not. Apple’s car program appears to be moving ahead at a rapid rate.
Apple recently hired Doug Betts of Fiat Chrysler, a manufacturing executive who led their global quality team. Apple has also hired hundreds of Tesla workers and many executives from within the auto industry. Apple’s continual hiring stream while spending hundreds of millions in vaguely answered for R&D spending, hints to a major car program, but there is another highly visible area where Apple is making room for their own car — Apple’s own retail stores.