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	<title>iMore &#187; subscription video</title>
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		<title>Analyst Predictions: iPhone on Verizon, Updated Apple TV, Subscription Video, Peace on Earth</title>
		<link>http://www.imore.com/2009/08/31/analyst-predictions-iphone-verizon-updated-apple-tv-subscription-video-peace-earth/</link>
		<comments>http://www.imore.com/2009/08/31/analyst-predictions-iphone-verizon-updated-apple-tv-subscription-video-peace-earth/#comments</comments>
		<pubDate>Mon, 31 Aug 2009 13:49:33 +0000</pubDate>
		<dc:creator>Rene Ritchie</dc:creator>
				<category><![CDATA[Rumors]]></category>
		<category><![CDATA[analyst vs magic 8 ball]]></category>
		<category><![CDATA[apple tv]]></category>
		<category><![CDATA[subscription video]]></category>
		<category><![CDATA[verizon]]></category>

		<guid isPermaLink="false">http://www.theiphoneblog.com/?p=10770</guid>
		<description><![CDATA[Stalwart Apple analyst Gene Munster is back, this time predicting the iPhone will hit multiple US carriers within an year &#8212; specifically Verizon &#8212; as well as expanded video offerings]]></description>
			<content:encoded><![CDATA[<p><img src="http://www.imore.com/images/stories/2008/08/analysts_8ball.jpg" alt="iPhone Analyst vs. Magic 8 Ball" title="iPhone Analyst vs. Magic 8 Ball" width="400" height="309" class="aligncenter size-full wp-image-4004" /></p>

<p>Stalwart Apple analyst Gene Munster is back, this time predicting the iPhone will hit multiple US carriers within an year &#8212; specifically Verizon &#8212; as well as expanded video offerings from iTunes &#8212; including a subscription service akin to satellite or cable, and an updated Apple TV to go with it.</p>

<p>Oh, and flying unicorns.</p>

<p>We joke. Slightly. Of course we want all these things too &#8212; and more &#8212; but we have a feeling that that&#8217;s all there is to some of these analyst reports &#8212; a bit of logical deduction and some surveys combined with what any of us would want:</p>

<blockquote>
  <p>&#8220;For various reasons the company moved from an exclusive relationship with French wireless carrier Orange to a multi-carrier model,&#8221; Munster said. &#8220;In France, the company now enjoys dramatically higher market share (in the 40 percent range vs. about 15 percent in ROW) than in countries with exclusive carrier agreements (such as AT&amp;T in the U.S. where the iPhone has market share in the mid-teens). We believe Apple is seeing the increased unit sell-through more than offset the slightly (~10 percent) deteriorated economics per unit involved in non-exclusive agreements.&#8221;</p>
</blockquote>

<p>So, expect it only when you see it.</p>

<p>[via <a href="http://www.appleinsider.com/articles/09/08/31/apple_expected_to_offer_iphone_on_new_u_s_carriers_within_a_year.html">AppleInsider</a>]</p>
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