Time Warner released its quarterly earnings and the news seems to be well received. With future earnings expected to rise, the content business is growing. At the same time, Time Warner announced plans to buy a 10% stake in Hulu, a streaming competitor of Netflix and Amazon. HBO continues to operate outside the Hulu platform with its subscription service HBO Go. That service is also growing. And lastly, there are rumors that Hulu plans to build a streaming platform to offer live feeds of cable nets. Adding services like CNN, TBS, and TNT to Disney and Fox sounds like the start of a compelling OTT competitor to cable.
Does this make Time Warner a more interesting asset for Apple? To own HBO, cable nets and a piece of Hulu could be a real get for Apple. And it would instantly propel Apple into the video streaming space with major content players. Add to that the Warner Bros studio and Apple could apply its influence into more immersive theatrical film experiences.