(Image courtesy of MacRumors)
Apple and Rovi have inked a “multi-year agreement” which allows Cupertino to license chunks of Rovi’s intellectual properties. Rumors are now running rampant that the move may signal Apple’s change of direction, from downloaded TV shows to live television and maybe even a DVR.
MacRumors is reporting on the new multi-year agreement between Apple and Rovi and its possible implications for the two companies. A recent regulatory filing offers very few clues as to what the deal could involve, but the analysts have been plenty busy speculating on where Apple plans to utilize the deal -- possibly as a way to enter the live TV and DVR market, which could even include the fabled Apple-branded HDTV set.
Silicon Alley Insider claims that Piper Jaffray analyst Gene Munster is a big proponent of an Apple move into the television market, which would more tightly integrate the company’s products into the living room.
“We believe this announcement is further evidence that Apple is developing live TV and DVR features for its Apple TV product, and will likely launch an all-in-one Apple Television in the next 2-4 years,” Munster theorized. “Following its deal with Rovi, Apple would be clear to add live TV, DVR, and guidance features to its Apple TV product, which we believe is a critical step towards an all-in-one Apple Television.”
Of course, MacRumors is quick to note that there is “no evidence that Apple has specifically licensed Rovi’s guide technology” and that Munster’s comments are “pure speculation.” But there has been plenty of attention on Apple’s plans for the living room lately, with the newly revamped Apple TV box likely being the first salvo in a long-term battle.
9to5Mac also threw cold water on Munster’s speculation by noting that Apple is already a Rovi customer, who reportedly provides metadata for iTunes Store content. Is the announcement on Monday simply an extension of the existing agreement between the two companies, or something more? Only time will tell.
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