Even though the rumors regarding a new and unknown Apple television product have slowed down dramatically in the past few months, at least one cable operator is already preparing for its launch.
Barron’s is reporting on an analyst’s research note that says a cable provider is currently assessing the impact of a device on its network data infrastructure.
The analyst, James Kinser from Jeffries & Co., said the supposed “imminent” launch of the television will help Arris Group. The company provides IP video technology to many cable companies, including behemoth Comcast:
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.
Buzz about a product picked up more than a year ago after the death of Apple CEO Steve Jobs and the publication of his biography. But recent news said the product was delayed because of failed content negotiations withcable television providers.
And in August, Apple’s own Eddy Cue said any television-focused product wouldn’t be arriving anytime soon. But it looks like at least one cable company is thinking otherwise. Do they know something we don’t?
I’m hoping the most recent rumors hold up and we’ll see something along the lines of a set-top box instead of having to purchase an entirely new television set.
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