Apple TV Today

AAPL: 118.30

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Not too long after the first rumors surfaced, Apple has given its usual non-confirmation that it has acquired Faceshift, the company behind the technology Star Wars used to animate the faces of CGI characters. It’s not an obvious fit for Apple, so what could be the thinking behind the purchase?

Like Apple’s patents, it is sometimes easy, I think, to read too much into some of the company’s acquisitions. Sure, it doesn’t go around acquiring companies randomly, but it may not always be after the complete package. It may well be that there is some small element of the company’s technology that Apple wants, or it may be an acquihire – where it’s the engineers rather than the specific tech the company wants.

But in this particular case, there is reason to suspect that Apple does have an interest in the broad brush-strokes of what Faceshift does …  expand full story

Apple TV November 23

AAPL: 117.75

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Apple launched the next phase in its Apple TV ad campaign with a number of billboards going up around the country featuring the same color bars seen in the promotional videos.

The new signage has been spotted in LA, New York, and Columbus already (photos below).

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Apple TV November 22

AAPL: 119.30

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Apple TV November 18

AAPL: 117.29

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There’s a new software update awaiting Apple TV developers today. tvOS 9.1 beta 3 is now available for registered developers testing apps against the upcoming software update to Apple TV. The initial iOS 9.1 beta for developers was released a couple weeks ago, but no visual changes have surfaced yet aside from Siri support for Apple Music, which Apple promises will be available early next year for all Apple TV 4th-gen owners. expand full story

A Goldman Sachs investment note argues that Apple has huge potential for generating more recurring revenue, suggesting an opportunity to generate an additional $7.6B a month, reports Business Insider. The company points to the rumored Apple TV subscription service as one future source of monthly revenue.

In a recurring revenue framework, we have constructed an average revenue per user (ARPU) metric that captures the installment plan pricing of the iPhone ($32/month), assumed installment plans for the other hardware products, and services (e.g. Music at $10/mo, TV at $40/mo) … 

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