Analyst Says Apple TV Launch “Imminent,” Could Benefit Arris

Posted by Joe Zaller
Nov 15 2012

According to an article in Investor’s Business Daily, Jefferies & Co. analyst James Kisner said in a report that his industry contacts suggest that “at least one major North American cable system operator is working to estimate how much additional capacity may be needed for a new Apple device on their broadband data network.”

“We believe this potentially suggests an imminent launch of the Apple TV, a positive development for Arris, (which) is directly exposed to data traffic growth from incremental IP video streams on cable networks,” said Kisner, who also speculates that Arris stands to benefit through Comcast, one of its customers.

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