Analyst Speculates Apple Prepping Video Subscription Service to Challenge Netflix

113910 apple tv netflix

Speculation about Apple's plans for its massive new data center in North Carolina has been running rampant for quite some time, and we're always hesitant to place too much emphasis on claims of research analysts, but one report from Jefferies analyst Peter Misek is gaining some attention today for its claim that Apple may be preparing to take on Netflix in the streaming video subscription market.

Apple is on the cusp of launching a "a new far reaching cloud-based service" focused on video, writes Jefferies analyst Peter Misek in a big report this morning.

Misek says Apple will use its new massive data center in North Carolina to offer an advanced web-based video subscription product that rivals Netflix.

Last week, a report surfaced claiming that Apple had locked in as much as 12 petabytes of storage purportedly set to support video download content. While Apple has been said to be preparing to roll out a cloud-based MobileMe revamp that would allow users to store video, music, and photos on Apple's servers, Misek argues that Apple will further use the capacity to launch a Netflix-like service that would serve to further drive sales of Apple hardware.

Misek sees Apple's plans to potentially double the size of its new data center in the future as the first step towards a massive expansion of its server capacity that could see the company rolling out multiple such sites around the world in the years to come in order to support massive storage and streaming capabilities for such services.

Popular Stories

iPhone 17 Pro and Air Feature

Two iPhone 17 Pro and iPhone Air Colors Appear to Scratch More Easily

Friday September 19, 2025 10:02 am PDT by
As reported by Bloomberg today, some of the new iPhone 17 Pro and iPhone Air models on display at Apple Stores today are already scratched and scuffed. French blog Consomac also reported on this topic. The scratches appear to be most prominent on models with darker finishes, including the iPhone 17 Pro and Pro Max in Deep Blue, and the iPhone Air in Space Black. Images Credit: Consoma ...
iOS 26

iOS 26.0.1 Coming Soon, Likely With iPhone Air and iPhone 17 Pro Fix

Thursday September 18, 2025 9:17 am PDT by
Apple is preparing to release iOS 26.0.1, according to a private account on X with a proven track record of sharing information about future iOS versions. The update will have a build number of 23A350, or similar, the account said. It is likely that iOS 26.0.1 will fix a camera-related bug on the new iPhone Air and iPhone 17 Pro models. In his iPhone Air review, CNN Underscored's Henry T. ...
iPhone 17 Pro Colors

iPhone 17 Pro Max Teardown Reveals Qualcomm's Snapdragon X80 Modem for 5G

Friday September 19, 2025 7:39 am PDT by
While the iPhone Air is equipped with Apple's custom C1X modem for cellular connectivity, all of the iPhone 17 models are outfitted with Qualcomm modems still. A teardown video shared on Chinese platform Bilibili today (via Reddit) appears to confirm the iPhone 17 Pro Max is equipped with Qualcomm's Snapdragon X80 modem in particular. The same modem is likely used in the iPhone 17 and iPhone ...
iphone 17 pro max techwoven

Here Are The Best Cases You Can Buy for Your New iPhone 17 and iPhone Air

Friday September 19, 2025 6:46 am PDT by
Apple's new iPhones launch today, and there are plenty of options to choose from when it comes to protecting your new device from drops and scratches. In this article, we're taking a look at some of the best options for iPhone 17, iPhone 17 Pro, and iPhone 17 Air cases, as well as a few charging accessories. Note: MacRumors is an affiliate partner with some of these vendors. When you click a...
iOS 26 on Three iPhones

iOS 26's Liquid Glass Design Draws Criticism From Users

Wednesday September 17, 2025 2:56 pm PDT by
It's been two days since iOS 26 was released, and Apple's new Liquid Glass design is even more divisive than expected. Any major design change can create controversy as people get used to the new look, but the MacRumors forums, Reddit, Apple Support Communities, and social media sites seem to feature more criticism than praise as people discuss the update. Complaints There are a long...
iphone 17 pro inside

iPhone 17 Teardowns Confirm SIM and eSIM-Only Battery Capacities

Friday September 19, 2025 8:39 am PDT by
YouTube channel REWA Technology today shared an iPhone 17 Pro teardown video, offering a closer look inside the model with a SIM card tray. We are still waiting for repair website iFixit to share a more comprehensive teardown of the latest iPhone models, but this video provides a good look in the meantime. The device features various internal design changes, including larger rear camera...