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蘋果意欲牽手Hulu,個(gè)性差異恐成障礙

蘋果意欲牽手Hulu,個(gè)性差異恐成障礙

Dan Mitchell 2011-07-26
蘋果收購Hulu想來很有意思:蘋果財(cái)大氣粗,這點(diǎn)錢不過是九牛一毛;但Hulu的戰(zhàn)略與蘋果恐怕大相徑庭。

圖片來源:維基百科

????似乎可以保險(xiǎn)地假設(shè),蘋果(Apple)現(xiàn)在屬意Hulu,主要是為了看看這家可能被其競(jìng)爭(zhēng)對(duì)手收購的公司的賬目。蘋果最終恐怕不會(huì)收購這家視頻流媒體公司。

????不過這是一個(gè)很有趣的想法。蘋果想在網(wǎng)絡(luò)視頻領(lǐng)域占據(jù)一席之地,它之前曾試圖復(fù)制在音樂領(lǐng)域的成功,不過其努力基本白費(fèi)。此外,Hulu還能使蘋果順利躋身另一個(gè)它表現(xiàn)不佳的領(lǐng)域:在線廣告。

????彭博新聞(Bloomberg News)上周四晚間報(bào)道稱,蘋果正在“考慮”出價(jià)競(jìng)購Hulu,后者已引起雅虎(Yahoo)、亞馬遜(Amazon)、美國(guó)電話電報(bào)公司(AT&T)等公司的興趣。

????科技商業(yè)新聞網(wǎng)站GigaOM的萊恩?羅勒列舉了數(shù)條充分的理由,論證蘋果似乎不可能收購Hulu。他表示,蘋果“可能難以接受一個(gè)以自有品牌運(yùn)營(yíng)、無法與公司其它產(chǎn)品緊密融合的獨(dú)立子公司”。他說的沒錯(cuò),唯一的例外是蘋果最終放棄以自身形象重塑Hulu品牌,不過蘋果肯定會(huì)這樣做。

????不過,羅勒指出,主要問題在于“Hulu什么都想做”,而“蘋果想要控制自己的生態(tài)系統(tǒng)”。那么,比如說蘋果是否會(huì)允許Hulu在谷歌(Google)Android設(shè)備上使用?這對(duì)蘋果而言肯定是非常之舉,但這并非不可能。一旦它成為蘋果的一部分,Hulu“想要”什么將無關(guān)緊要。不過,要使Hulu與蘋果大相徑庭的戰(zhàn)略相互調(diào)和將是項(xiàng)大工程。

????不過蘋果但試無妨。畢竟此舉風(fēng)險(xiǎn)不大。報(bào)道所稱Hulu的最高估價(jià)不過20億美元(盡管彭博報(bào)道稱,Hulu的價(jià)格“可能超過”這個(gè)數(shù)字),如此看來,此項(xiàng)收購的價(jià)格尚不足蘋果高達(dá)760億美元的現(xiàn)金儲(chǔ)備的3%。

????而且一旦收購Hulu,蘋果將立即在在線視頻領(lǐng)域占據(jù)一席之地,有權(quán)在兩年時(shí)間里獨(dú)家播放一些世界上最大媒體公司提供的內(nèi)容。

????譯者:項(xiàng)航

????It seems safe to assume that Apple is kicking Hulu's tires mainly so it can get a look at the books of a company that will likely be purchased by a competitor. Apple (AAPL) will probably not

????It's an intriguing notion, however. Apple wants to be a major player in Internet video, where most of its efforts to replicate its success with music have fallen short. Hulu would also enable Apple to put itself squarely into another where it has faltered: online advertising.

????Bloomberg News reported late Thursday that Apple is "considering" making a bid for Hulu, which has already attracted interest from Yahoo (YHOO), Amazon (AMZN), AT&T (T) and others.

????GigaOM's Ryan Lawler lists several good reasons that an acquisition seems unlikely. Apple "might have a problem with an independent subsidiary that operates under its own brand name and isn't tightly integrated with the rest of its products," he says. Which is true, but only if Apple doesn't eventually rebrand Hulu in its own image, which it eventually would.

????But the main thing, Lawler points out, is that "Hulu wants to be everywhere" while "Apple wants to control its own ecosystem." So, would Apple make Hulu available for Android (GOOG) devices, for example? That would certainly be an unusual move for Apple, but it's not out of the question. What Hulu "wants" would be irrelevant once it's part of Apple. Still, reconciling Hulu's and Apple's disparate strategies would be a pretty big undertaking.

????It might be worth it for Apple just to try. There's not much risk involved, after all. At $2 billion, Hulu's highest reported valuation (though Bloomberg reports that Hulu's price "could exceed" that figure), an acquisition would deplete Apple's enormous cash reserve of $76 billion by less than 3%.

????And for that, Apple would instantly become a force in online video, with rights to stream content – for two years, exclusively -- from some of the biggest media companies in the world.

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