Analyst Expects Revolutionary Apple (AAPL) TV Product

Apple’s (NASDAQ: AAPL) new television product could do more to change the industry since the dawn of color TV, if an analyst at Sterne Agee is correct.

The research firm said that its analyst Shaw Wu notes that if Apple TV could offer users the ability to choose their own content for a monthly fee, Apple could easily leg-up the competition, and forever change the game of television.

The belief is no more than speculation since Apple has done little to disclose what its next generation of its TV product will be like. The current version of Apple TV is merely a streaming media service similar to Netflix (NASDAQ: NFLX) and the Amazon.com (NASDAQ: AMZN) television product. None of these are terribly different from cable VOD, or the fiber to the home telecom TV products.

Wu writes that

We continue to hear what AAPL would love to do is offer users the ability to choose their own customized programming, i.e., whichever channels/shows they want for a monthly subscription fee. This is obviously much more complicated from a licensing standpoint. And in our view, would change the game for television and give AAPL a big leg-up against the competition.