was closed for plans for improved streaming services expected to be released on Monday. But analysts are already trying to make it hard for who could be the biggest winners and losers of the message
The news reports details of what the event can bring, but Apple holds its cards near her chest. He did not respond to Barron's request for more information.
The story of the back. Matthew Thornton wrote in a customer note Thursday that he expects Apple to release a streaming service that includes third-party content as well as its own broadcasts. Starz and Showtime are believed to be on board, Thornton notes. The company also signed deals with Steven Spielberg and Oprah Winfrey, among others, about Apple's own content.
Although Apple was already offering its own TV shows, the new service is a bigger step and could affect other companies. 19659005] What's New. Thornton sees
Lions Gate Entertainment
(LGF.B) as one of Apple's biggest winners. Premium Starz Cable Channel provides about 65 percent of Lions Gate's profit, he notes, and the deal with Apple can help the channel reach new audiences. Starz declined to comment on whether he would be on the platform.
Competitive pressure is not a big deal for
(NFLX), but Thornton expects all the consequences to be relatively insignificant. "From where we sit today, we do not expect any impact to make sense to Netflix," he writes.
It may also be negligible for Spotify (SPOT), but only if Apple connects the video offering with its music, Thornton suggested. "If Apple releases Apple Music with video subscriptions and news subscriptions, it would be a growing negative for Spotify," he writes. "From where we sit today, we expect the impact to be manageable."
The impact on
will vary considerably depending on whether Apple offers Roku Channel to its new service and whether Roku offers the Apple application. If companies turn out to be competitive, Thornton thinks this is "modestly growing negative as Apple competes for content distribution revenue (eg Someone is registered for Starz or Showtime through Apple does not register for these services through Roku). Unlike Apple's market hardware messaging, this event seems less likely to change, Apple is not the dominant streaming player, and its previous appearances are largely labeled. All impacts are likely to occur in a longer period
probably there is no point in buying or selling stocks based solely on fear or excitement about Apple's streaming broadcast
Avi Saltsman at email@example.com