Analyst Speculates Apple Prepping Video Subscription Service to Challenge Netflix
Speculation about Apple's plans for its massive new data center in North Carolina has been running rampant for quite some time, and we're always hesitant to place too much emphasis on claims of research analysts, but
one report from Jefferies analyst Peter Misek is gaining some attention today for its claim that Apple may be preparing to take on Netflix in the streaming video subscription market.
Apple is on the cusp of launching a "a new far reaching cloud-based service" focused on video, writes Jefferies analyst Peter Misek in a big report this morning.
Misek says Apple will use its new massive data center in North Carolina to offer an advanced web-based video subscription product that rivals Netflix.
Last week, a report surfaced claiming that Apple had locked in as much as 12 petabytes of storage purportedly set to support video download content. While Apple has been said to be preparing to roll out a cloud-based MobileMe revamp that would allow users to store video, music, and photos on Apple's servers, Misek argues that Apple will further use the capacity to launch a Netflix-like service that would serve to further drive sales of Apple hardware.
Misek sees Apple's plans to potentially double the size of its new data center in the future as the first step towards a massive expansion of its server capacity that could see the company rolling out multiple such sites around the world in the years to come in order to support massive storage and streaming capabilities for such services.
Popular Stories
iOS 18.3 was released last month, so the first iOS 18.4 beta should be coming soon. iOS 18.4 is expected to be a more substantial update for the iPhone, with several new features and changes related to Apple Intelligence and beyond.
Apple's website suggests that iOS 18.4 will be released in April, following beta testing. Below, we outline what to expect from the update so far.
Apple...
If you pay for iCloud storage on your iPhone, Apple has a new perk for you, at no additional cost.
iCloud+ is the official name for Apple's paid iCloud storage plans, which range from 50GB for $0.99 per month to 12TB for $59.99 per month in the United States. iCloud+ plans already come with multiple perks for free, such as Hide My Email and HomeKit Secure Video, and now there is another one...
Apple hasn't refreshed the Apple TV since 2022, but rumors suggest that we're finally going to get an update in 2025. We don't have a full picture of what to expect yet, but we have some hints on what's coming.
Subscribe to the MacRumors YouTube channel for more videos.
Updated A-Series Chip
The current Apple TV 4K uses the A15 Bionic chip that was in the iPhone 13 lineup, and it's time for...
Apple's next-generation iPhone SE could debut as soon as next week with a launch to follow later in February, reports Bloomberg's Mark Gurman. Apple isn't expected to hold an event for the iPhone SE 4, and will instead unveil the device through a press release.
The iPhone SE 4 is expected to have an iPhone 14-style design, with Apple eliminating the thick bezels and Touch ID Home button of...
Apple is internally testing iOS 18.3.1 for iPhones, according to our website's analytics logs, which have been a consistently reliable indicator of upcoming iOS versions. The software update should be released within the next few weeks.
iOS 18.3.1 should be a minor update that addresses software bugs and/or security vulnerabilities. Apple Intelligence notification summaries for news and...
The British government has secretly demanded that Apple give it blanket access to all encrypted user content uploaded to the cloud, reports The Washington Post.
The undisclosed order is said to have been issued last month, and requires that Apple creates a back door that allows UK security officials unencumbered access to encrypted user data worldwide – an unprecedented demand not before...
Disney+ lost 700,000 subscribers worldwide in recent months, according to Disney's earnings results for the first quarter of 2025.
Disney said it now has 124.6 million Disney+ subscribers, a decrease of 0.7 million compared to its subscriber numbers in the fourth quarter of 2024. The drop in subscribers comes after Disney+ prices increased in the fall. Disney+ with Ads went from $7.99 to...
In select U.S. states, residents can add their driver's license or state ID to the Wallet app on the iPhone and Apple Watch, providing a convenient and contactless way to display proof of identity or age at select airports and businesses, and in select apps.
Below, we outline which U.S. states and territories offer the feature, and additional states that have committed to rolling it out in...