A connected device that I am not allowed to mention at this press conference…
It’s Apple earnings day which means two things:
1) Wall Street freaking out amidst record numbers.
2) Lots of people on Twitter linking to lots of different charts trying to explain Apple’s quarter.
I’m pretty sure we’ve reached peak chart.
The issue is that the only real things these charts show at this point is that Apple is both a habitual company and a money-making machine. And, to some extent, they prove the law of large numbers. The charts aren’t going up-and-to-the-right as fast as they used to because well, there are only so many people in the world who can buy Apple products.
A month ago, I tweeted something in passing:
I guess those excited about a software refresh in a week are gonna be *really* excited when new Apple TV hardware is unveiled next month.
I obviously wasn’t tweeting such information for no reason, but I also wasn’t confident enough in the information to write a full post about it — as I was for the gold iPhone, for example.
Well, now I feel the need to pour a little — just a little, mind you — cold water on the rumor fire. While I still haven’t heard anything concrete, the most recent whispers I have heard is that the Apple TV project has been delayed a bit.
That doesn’t mean we won’t see an Apple TV update at the event — we could see an updated unit with a spec bump or something. But the thing to be more excited about, the device with some sort of newfangled control system, doesn’t seem like it’s ready just yet.
Again, not a lot of concrete information here, which is why I only tweeted in the first place. But if I were a betting man, I wouldn’t bet on some huge new Apple TV update at this event. I think the new iPads, Macs, and OS X Mavericks will be enough for one event for Apple.
Originally, I had heard this new-style Apple TV (not an actual television, by the way) was slated for sometime around this November. It’s hard to imagine Apple holding a third event following the iPhone one in September and the iPad event next week. But who knows? Not me, this time.
Not necessarily. But I think the market for gaming-only consoles has peaked. That’s why it’s smart for Xbox and Playstation to focus more on all forms of entertainment in the living room.
Console gaming will long have its die-hards. But casual gamers already far outnumber them. I think focusing on a dedicated gaming controller is the wrong way to think about it. Apple already has controllers in the shape of iPhones and iPads. Maybe a slightly re-worked iPod touch does come with a television device one day. But all they really need to do is open up an SDK for the Apple TV and the flood of games will follow.
A couple things here:
1) I have no doubt that those hardcore games will remain a big deal and a good business. But I think more casual games, with the right hardware mixed in, could eventually be a bigger business.
2) You look at the Apple TV right now and you see a piece of hardware that can’t match the Xbox. But how far away is it really? I can now play the same Grand Theft Auto III that I used to play on my Xbox on my iPad/iPhone. The Apple TV runs on the same stack (even if you can’t see it yet). And, like those devices, the hardware is on a yearly refresh cycle — not the 5-to-10 year refresh cycle of gaming consoles (which is ridiculous and not tenable going forward).
So let’s revisit this comment in a couple years, shall we?