Michael Greeson, Founding Partner, Research December 2, 2011 If you rolled up all the rumors about Apple's pending TV-specific products and services into a single essay, any semi-rational reader would be forgiven for thinking the company is about to step into home video in a very big way. In light...

First introduced by Steve Jobs as "a hobby," it has been four years since Apple TV hit the market. If judged by this week's announcements, one could argue that it remains just that: a hobby. As usual, press coverage has been deafening, the subject beaten to death. Nonetheless, it is among...

Can Apple Actually Take on Cable? Colin Dixon, Senior Partner September 16, 2009 With the recent $100 price cut for Apple TV , the rumor mill has once again kicked into high gear concerning Apple’s plans for the box. This price cut indicates that Apple is looking to clear inventory and make room...

VUDU Economics: Boxes are Barriers Andy Tarczon, Founding Partner, General Manager June 15, 2009 One of the most common questions TDG’s clients are asking – what is the right price for a broadband video box? Is it a $99 Roku ? A $149 VUDU ? A $249 AppleTV ? The simple, direct, and somewhat...

October 28, 2008 When it comes to Blu-ray, few know for certain of Apple’s direction (a fact which fuels the number of Blu-ray-related insider leaks and ambiguous public statements). I recall one such disclosure in Q4 2007, a time when the HD-DVD/Blu-ray war in full swing, which noted that Apple...

January 15, 2008 At the Macworld Expo in San Francisco, Apple today announced two updates to its digital video strategy. First, iTunes will now feature movie rentals as opposed to just download-to-own videos. More

Apple TV - So When Exactly is Showtime? Michael Greeson, Founding Partner and Principal Analyst January 3, 2008 Much has been made about how poorly Apple TV has performed. Though the Company has yet to release specific numbers, consensus suggests sales have been disappointing (by Apple's high standards...