Interviews with Digital Media Thought Leaders

The Future of Apple

Podcast Audio | Posted by Phil Leigh on February 20, 2010

 
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The Need:

Since the turn of the century Apple evolved from a secondary computer company into the most potent force transforming media. It is the premier Digital Media innovator as evidenced by the iPod, iPhone and most recently the iPad. Basically each introduction defined a new product category or enabled an incipient one to “cross the chasm” into mass market acceptance. More of the same is expected in the future, not only from products but also from transactional services.

Most any business affected by the future of media will be directly impacted by Apple’s future innovations. Moreover, its existing product lines alone will carry the company past the $100 billion revenue threshold in less than five years.

Revenue Forecast - Percent Sales by Product Line

Revenue Forecast - Percent Sales by Product Line

Report Objectives:

1.    Provide a quantitative five-year    revenue projection by product line.
2.    Estimate profitability by product line.
3.    Identify the biggest markets where yet-to-be-announced Apple innovations will fundamentally transform media.
4.    Predict the company’s ecosystem strategy.
5.    Evaluate competitive threats.
6.    Examine the impact of Apple’s future on media, computer, and communications companies.
7.    Identify factors enabling Apple to achieve preeminence and predict which will apply to the future.

Conclusions:

•    Apple will introduce as yet unannounced products to address huge latent markets in (1) the Digital Living Room and (2) media and transactional online services.
•    The company’s ecosystem strategy will bifurcate, but management will not license the operating system.
•    Android will not marginalize Apple like Microsoft did in the last century. The rise of Digital Media is rotating the industry’s successful business model back to the vertical from the horizontal.
•    Apple is far more profitable than implied by conventional metrics and is likely to remain so.
•    Content providers should cooperate with Apple because (a) the company’s innovations will transform media and (b) CATV operators will eventually abandon video producers in favor of the more profitable ISP and telephony services.

Who Should Buy:

•    Hollywood studios and TV show producers seeking to increase revenues.
•    CATV operators who want to understand how Apple will transform media in the living room.
•    Computer and consumer electronics makers who want to know how best to compete with Apple.
•    Advertising agencies seeking to learn how to increase revenues in the transforming environment that Apple will induce.
•    Sponsors looking for increased sales by effectively reaching and triggering new customers online.
•   TV networks wanting to increase revenues via Internet distribution.
•  Newspapers and magazines seeking incremental revenues.
•    Venture capitalists
looking for small companies that will benefit from the industry transformations caused by Apple.
•    Online merchants seeking to understand how consumers will learn to become comfortable executing transactions directly from their TV, smartphones, and similar devices.
•    Wireless telephone carriers seeking incremental revenues from new services.
•    Cell phone equipment manufactures who want to know how consumers will use wireless networks in the future.

Deliverable:

The report is deliverable as a PDF file.

Pricing:

“The Future of Apple” is priced at $1,997.00 USD.

More Information:

Phil Leigh

813-837-3631


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