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Apple's Video Plan May Focus on a Few High-Quality Programs, TDG Analyst Says

Apple, with its deep pockets, has the opportunity "to do something new and unique" in premium TV with its reported plans to spend $1 billion on original video content next year, The Diffusion Group's (TDG) Joel Espelien blogged Wednesday. TDG…

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said licensing content would give it zero differentiation from existing MVPDs, but its own content would give Apple "something interesting on which to spend its already-committed marketing dollars, without benefiting other content owners." Pointing to the BBC putting out a small number of Sherlock episodes yearly, TDG said Apple likely will follow a similar model of a small number of high-quality shows that generate buzz on release and have a decent tail of shelf life. Rather than movies or sports programming, Apple might find more fertile programming ground in science-related reality programming, TDG said.