“Ben A. Reitzes with Barclays Capital said in a note to investors on Tuesday that the trend toward so-called ‘small screen’ viewing on portable devices beyond the living room HDTV is providing less advertising revenue to big media companies than traditional ‘big screen’ viewing through cable TV,” Neil Hughes reports for AppleInsider. “That issue may force media companies to align with Apple on a new set-top box the company is said to be pursuing.”
Hughes reports, “‘Apple may hold the cards in being the only company that can fully monetize the small screens for big media companies,’ Reitzes wrote. ‘The risk of not partnering with Apple is that as young people may ‘cut the cord’ given the cost of cable that a screen connected to an Apple TV with AirPlay can provide a substantial array of content.’”
Read more in the full article here.