Owning pipes and the content deals that go with them could strategically aid Apple in a couple ways. First, the iPhone was such a profitable success for Apple because it got to double dip -- consumers paid Apple and wireless carriers paid Apple (in the form of subsidies) for each device. No matter how awesome an Apple TV might be, it's difficult to envision a similar scenario where cable companies subsidized the cost. By the time the iPhone came out, there were three or four wireless carriers with national scale so it made sense for AT&T (T) to do an exclusive with Apple, but cable still tends to be a local duopoly or even monopoly so less incentive to try to shift consumer share.
拥有管道和与之匹配的内容业务可以在战略上助苹果一臂之力。首先,iPhone的成功带来了大量利润,因为它获取了双份收入——顾客要付给苹果钱,而无线运营商也要为每台设备向苹果付费(以补贴的形式)。不过无论Apple TV有多好,都很难再现这种盛况,让有线电视公司补贴成本。iPhone问世时,大概有三到四家全国性的无线运营商,因此可以理解为什么美国电话电报公司(AT&T)独家同苹果合作。但是有线市场基本由地方双头垄断,甚至独家垄断,所以他们没有动机来改变消费份额。
But if Apple owned one of the big cable companies, it essentially could boost the profitability of TVs by internally subsidizing with monthly subscription revenue. Apple also would instantly get access to a huge swath of TV and movie content. Plus if they bought Comcast ($106B mkt cap) it's essentially a twofer of #1 (content production) and #2 (pipes) now that Comcast (CMCSA) has fully acquired NBC Universal.
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