Apple’s TV industry embrace was an inevitable surprise

The big news: Apple Airplay and iTunes are going to be available on smart TVs from Samsung, LG, Sony and Vizio.

Why this is happening: Apple TV has fallen behind rivals such as Roku, Amazon and Google which limits the customer base for its iTunes business. This becomes even more important if/when Apple launches its much-rumored streaming video offering.

Apple revenue in 2018-Q4:
1) iPhone — $37.2B
2) Services — $10.0B

Our crystal ball: Apple pushes this move forward and makes its apps available on Amazon and/or Roku. Crazy you say? A red line has been crossed with iTunes running on Android TVs (Sony) so why not!

Video: Apple’s surprise TV plan is cooperating

More: Samsung to Add iTunes Movies App to Its 2019 Smart TVs


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