Rogers
What's on Apple's iTV?
February 7, 2012: 11:29 AM ETJefferies' Peter Misek takes a deep dive into the problem of acquiring quality content
Amid all the chatter this week about Apple's (AAPL) putative plans to build a standalone TV set -- from Best Buy's leaked customer survey to the Globe and Mail's report that Canadian telcoms are already testing the thing in their labs -- the 23-page report produced by Peter Misek's team at Jefferies International stands out.
Rather than get distracted by speculation about whether it would be controlled by voice, keyboard, arm waving or all three, Misek focuses on the nut that will be the toughest for any Web-TV manufacturer to crack: how to deliver a critical mass of the best content to its users when and where they want it -- which it to say, anytime, anywhere.
Misek raises and dismisses three approaches Apple's deal makers might take -- creating content, seeding content, buying exclusive access -- to zero in on what he believes will be the most likely: buying non-exclusive rights in a way that doesn't make Hollywood's content owners nervous.
"We think an iTunes-type model is the most likely scenario as Apple will pay less for non-exclusive content, provide access to a broader range of content (creating a better user experience) and package everything with a superior user interface and ecosystem. We believe Apple thinks it can win on a level playing field for content."
Sounds simple, but it gets pretty complicated. Below the fold: Misek's summary of five scenarios by which Apple could acquire non-exclusive content, with their pros and cons.
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The amazin' elastic iPhone 3GS
Who gets hurt most by Apple's entry into the $250-$400 mobile phone market?
In a 36-page report to clients issued Monday, a Credit Suisse team led by Kulbinder Garcha took a close look at the iPhone's price elasticity -- Econ 101 jargon for the question: "If I lower the price of my widget, how many more will I sell?"
Garcha et al.'s focus is the iPhone 3GS, which Apple (AAPL) last month began MORE
Philip Elmer-DeWitt - Nov 22, 2011 7:06 AM ETPosted in: Apple, AT&T, Credit Suisse, iPhone, iPhone 3GS, Mobile, Price elasticity, Rogers, smartphone, Vodafone -
How Bell Canada got the iPhone
A Bell Canada (BCE) press statement Tuesday made official what the Canadian press has been reporting since Monday: that the company, in partnership with Telus Corp. (TU), will start carrying Apple's (AAPL) iPhone in November.
The deal puts an end to the exclusivity that Rogers Communications (RCI) has enjoyed -- to the dismay of many Canadian iPhone owners -- for more than a year.
It's news that is likely to be closely MORE
Philip Elmer-DeWitt - Oct 6, 2009 8:24 AM ET -
Report: Four new iPhones are board certified
Piper Jaffray's Gene Munster has been saying for more than a year that he expects Apple's (AAPL) to introduce a "family" of new iPhones in 2009. On Monday afternoon, less than a week before the start of WWDC, the company's annual developers conference, two reports surfaced that suggest his expectations may finally be realized.
An unnamed "trusted source" told Engadget's Chris Ziegler that the PTRCB -- the board that certifies that MORE
Philip Elmer-DeWitt - Jun 2, 2009 9:43 AM ET -
Finally, the real iPhone
There's a theory favored by savvy Apple watchers that the first generation iPhone -- greeted with such hoopla last year -- was not actually the real thing.
That iPhone -- the one that hundreds of thousands of Americans queued up to buy for up to $599 apiece, the one that Time magazine named the Invention of the Year, the one that six million people purchased before Apple finally stopped making them in MORE
Philip Elmer-DeWitt - Jul 9, 2008 7:31 AM ETPosted in: 3G, App Store, Apple, Apple Stores, AT&T, Battery problems, Deferred revenue, Europe, France, Germany, GPS, iPhone, iPhone 3G, O2, Orange, RIM, Rogers, Steve Jobs, T-Mobile, Third Party Apps, U.K., Vodafone -
Apple-Rogers falling out: A story too good to be true?
Daniel Smith, a Canadian sales and marketing consultant with an eclectic blog called Smithereens, posted on Saturday what he called "a very plausible rumour" about the launch at of Apple's iPhone 3G on the Rogers Communications network.
The gist of the post -- entitled "Apple Flips Rogers the Bird" -- was that Apple and Rogers, Canada's largest mobile carrier, have had a falling out over the negative publicity generated by Rogers' MORE
Philip Elmer-DeWitt - Jul 7, 2008 9:09 AM ET -
30,000 Canadians petition for iPhone rate relief
It's taken more than a year for the iPhone to make its way across the world's longest undefended border, which may help explain why so many Canadians are upset this weekend.
On Friday, Rogers Communications (RCI) -- Canada's largest mobile carrier and the only one with a contract to sell Apple's (AAPL) iPhone north of that border -- announced the details of its voice and data plans. They struck some would-be MORE
Philip Elmer-DeWitt - Jun 29, 2008 6:29 AM ET
