U.S. Cable Companies Reportedly Assessing Potential Infrastructure Impact of 'Imminent' Apple TV Product

Barron's reports on a new research note from Jefferies & Co. analyst James Kisner noting that he believes the launch of an unspecified Apple television product (presumably either a new set-top box or a connected television) is "imminent". Kisner's belief comes from information he has received indicating that at least one major U.S. cable company is assessing the potential impact on its network infrastructure from such a device.

Our discussions with industry contacts suggest that at least one major N. American MSO is working to estimate how much additional capacity may be needed for a new Apple device on their broadband data network. We believe this potentially suggests an imminent launch of the Apple TV, a positive development for ARRIS, who is directly exposed to data traffic growth from incremental IP video streams on cable networks

Kisner's research note is actually addressing the impact on ARRIS, a major communications technology that handles much of the network infrastructure for U.S. cable companies, most notably Comcast. Kisner believes that a forthcoming Apple television product would bode well for ARRIS, as it would force cable companies to increase their network capacity to handle such demands as on-demand HD streams from users of the new Apple product.

apple tv 2012 interface
Rumors of an Apple television set peaked approximately a year ago with Steve Jobs having briefly addressed the topic for Walter Isaacson's authorized biography published shortly after Jobs' death. At the time, follow-up rumors suggested that the set could be announced in late 2012 ahead of an early 2013 launch, but talk of such a product has quieted down in recent months amid reports of difficult content negotiations.

Related Roundup: Apple TV
Buyer's Guide: Apple TV (Caution)

Top Rated Comments

ziggyonice Avatar
127 months ago
I want time shifting (http://en.wikipedia.org/wiki/Time_shifting).

I want to be able to watch any show I want. At anytime. Anywhere.

I don't want to have to subscribe to cable for this very reason — television companies hate time shifting. They want you to watch TV on their schedule.

I want to subscribe to channels on an a la carte basis. I want to pay a couple bucks per month for an ESPN "app" and a couple others, through my Apple ID. I then want to watch the content live or on-demand, my choice. None of those "package deals" crap. I don't need to pay for 300+ channels I don't watch.

This is the future. Hopefully Apple brings it.
Score: 44 Votes (Like | Disagree)
Renzatic Avatar
127 months ago
Here we go again.... :rolleyes:

...ON OUR OWN
GOIN' DOWN THE ONLY ROAD WE'VE EVER KNOWN
LIKE DRIFTERS WE WERE BORN TO WALK ALONE
AND WE'VE MADE UP OUR MINDS
WE AIN'T WASTIN' NO MORE TIME

\m/:mad:
Score: 10 Votes (Like | Disagree)
thelink Avatar
127 months ago
Here we go again.... :rolleyes:
Score: 10 Votes (Like | Disagree)
lilo777 Avatar
127 months ago
I want time shifting (http://en.wikipedia.org/wiki/Time_shifting).

I want to be able to watch any show I want. At anytime. Anywhere.

I don't want to have to subscribe to cable for this very reason — television companies hate time shifting. They want you to watch TV on their schedule.

I want to subscribe to channels on an a la carte basis. I want to pay a couple bucks per month for an ESPN "app" and a couple others, through my Apple ID. I then want to watch the content live or on-demand, my choice. None of those "package deals" crap. I don't need to pay for 300+ channels I don't watch.

This is the future. Hopefully Apple brings it.


Google DVR and SlingBox. As far as pricing is concerned... did you notice what happened with e-book pricing when Apple got their way? Prices jumped up.

In general, iTunes is the most expensive place to get content. Why do you expect anything different from their TV?
Score: 7 Votes (Like | Disagree)
Darth.Titan Avatar
127 months ago
This again? I believe Steve made the comment about "cracking" the TV just to troll everyone after he checked out.

Apple making a TV just doesn't make sense. An add-on box like AppleTV? Sure. An actual television set? Not so much. There's no way Apple could compete in the current television market with the thin margins, variety of models, and price points. If Apple tries to get into the TV game, I believe that it will be one of their occasional missteps.

I'm fully prepared to be proven wrong, but I'll believe it when I see it.
Score: 7 Votes (Like | Disagree)
Patriot24 Avatar
127 months ago
Apple left a rather large hole in their release schedule when they moved iPads to Fall (assuming they keep a yearly release cycle from here on out).

Old Schedule:
Spring: iPads
Summer: Macs
Fall: iPhone

New Schedule:
Spring: ?
Summer: OS X & Devices
Fall: iOS & Devices

Given the current state of product updates, what are they going to release in the Spring?

<Queue rampant speculation>
Score: 7 Votes (Like | Disagree)

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