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The console market is minuscule compared to the phone market.

Sony has only sold 75 million PS4's since it was released (https://www.businessinsider.com/ps4-playstation-4-lifetime-s...). Apple sells almost that many iPhones in a good quarter.

TVs are big and bulky and have something like an 8 year replacement cycle.




But it would be 82 million Apple TVs overnight after a software upgrade.

Not to mention PlayStation Vue could become Apple Vue.


And PS Vue would only be of use in the US.

At the end of the day, PS Vue doesn’t offer anything compelling enough to acquire. A few subscribers and a bunch of licensing deals to broadcast TV over the Internet. Apple could get the same deals as Sony, Sling, Directv, Hulu, etc. Cable networks aren’t exactly being stingy about licensing.


There's no way that Apple would allow tvOS to run on unaudited hardware like the PS4.



5 years to sell 82 million?

Apple’s Watch business will probably do better than that 5 years from introduction. It’s probably more profitable.


"TVs are big and bulky and have something like an 8 year replacement cycle."

Exactly. TVs are basically furniture.


I was off - I’ve seen reports of 10 years....

https://www.digitaltveurope.com/2017/11/22/ihs-tv-replacemen...




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