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?
The soon to be announced Apple special event in September will begin with a recap of Apple Watch, Apple Pay (re-launch and resell) and the introduction of the iPhone 6S, 6S Plus, and C. For the last several years this is what Apple has done, and is likely to do so for September's special event.
Everything appears to be on schedule for such an announcement and with only 20% of iPhone users owning the latest iPhone 6 or 6 Plus, Apple could use a boost to get more of its installed based on the larger display “6” platform.
Last September, during an Apple special event, Tim Cook finally showed off what engineers at Apple had secretly been working on for years — Apple Watch. It was simply amazing. The watch’s hardware was impressive as was an entirely new OS that took touch and tech to a new level. In the aftermath, many eagerly anticipated saving enough money to be the first on their block to own and wear one. Then the worst product launch in Apple’s recent history occurred.
Unfortunately, all the launch excitement for Apple Watch was sucked out the room when all of Apple's inventory had been purchased online in less than an hour. It would be another six-eight weeks before one could walk out of an Apple retail store with an Apple Watch.
Financial reports and comments on them are one thing, but getting those little morsels of coded information from Tim Cook or Luca Maestri are quite another. Today at 2:00 p.m. Pacific Time, Apple will be holding their Q3 2015 financial conference call with a host of financial analysts and investment researchers. Apple's financial statement, released at roughly 1:10 p.m. Pacific, should be fairly pedestrian. Financial analysts are anticipating 50-55 million iPhones sold, earnings at the higher end of Apple’s revenue guidance of $48 billion, all while keeping a keen eye for any Apple Watch sales information. But beyond the expected is where questions from the likes of Piper Jaffray's Gene Munster or UBS’s Steve Milunovich come forth precious nuggets of Apple’s future.
There are three major areas of commentary I'm looking for during the Q3 call. The first is HomeKit. It was a no-show at Apple’s Worldwide Developers Conference in June. The likely reason for the omission was due to the second area of interest, Apple TV. Both topics go hand-in-hand, as it is highly rumored that the next generation Apple TV will be, amongst other things, Apple’s home automation hub, requiring HomeKit specific tools. Cook will be asked about Apple TV. The question is, will he deliver any hints as to what may be coming, or how current Apple TV sales have been since the $30 price drop earlier in the year (now only $69)?
Apple TV is coming! Apple TV is coming! We've heard the battle cry from analysts to rumor soothsayers en masse for many years, and yet only minor revisions have come to Apple's diminutive hockey puck-like set-top box. This fall looks to be far different for a variety of reasons, but filter out the noise and there are three areas Apple TV will require in order for it to become the must-have living room entertainment device.
Many cord cutter's dream is an a la carte network service. Yet with Disney and Comcast/NBC owning bundles of channels, each making money off multiple cable TV subscription sales, cutting off their $15 a month bundled channel fees, only to sell EPSN for $4.99 a month makes little sense. Apple has run into this bundled juggernaut for years, gaining zero ground. It appears the only way for Apple, or any other cord cutting solution, to win channels is via mini-bundles, similar to that of Dish Network's Sling TV service. If Apple can deliver roughly 20 of the highest rated channels, and sell it for $30 a month or less, Apple would not only gain millions of cord cutting subscribers, but move millions of additional cable/dish customers to their streamlined package.
“Cord Cutter’s” are those who have stopped paying $100-260+ USD to cable and satellite companies for hundreds of network channels. It has been two years since I took the plunge and saved myself then $90/month. Mark, the other guy here at Two Guys and a Podcast, was a radical in this cause, never subscribing to cable or satellite services — ever. Both of us are avid sports fans. Both of us news junkies. Yet somehow we are able to get the sports we want and the news we need without these services. How? It’s called the internet.
The wait is almost over. In a few short hours Tim & Company will take stage and tell us how well Apple is doing and what great things they have been working on behind closed doors. While the theme of this year’s developer conference is “The epicenter of change” this is one of the least anticipated developers conferences in recent history. We are still reeling from a stumble out of the gate on two very exciting new products — Apple Watch and MacBook — so we don’t foresee any new hardware showing being announced. As for OS X and iOS, expect more bug fixes and stability rather than earth shattering changes or gotta have features.
With all of that said, here are the five things you should NOT expect Apple to announce on Monday morning:
We at T-GAAP have been guilty like many others on the internet (with Gene Munster leading the charge), hoping and proclaiming that soon Apple will update its Apple TV into something big, something market changing. But in a few weeks all our hopes and dreams may finally come true at WWDC 2015. Apple TV may finally graduate from hobby to product to game-changing product status and become another market Apple takes by storm.
That said there are three key elements Apple TV must have to move from just being a product on Apple Store shelves to a game-changer.
Apple’s top brass is busy putting their finishing touches on the company’s 2015 worldwide developers conference (WWDC) keynote presentation, but beyond the known items that will be discussed are those unknown announcements, shrouded in secrecy until they are unveiled on stage. Ten years ago, during 2005’s WWDC, Apple CEO Steve Jobs shocked the world by announcing a switch to Intel. Last year the company revealed Health Kit, bringing health monitoring and medical research to the mobile age. What will Tim Cook and company have in store this year?