Chatterjee says that Netflix would be a great fit for Apple since the tech giant likes to be an aggregator of content. In addition, as we pointed out, it would fit in with the company’s focus on services revenue. The J.P. Morgan analyst also pointed out that Netflix would be easier to acquire than Amazon Prime, which is part of Amazon, and Hulu. While there has been talk about Apple starting up its own video streaming service, J.P. Morgan says that it is a lot easier for established players in the industry than for new content providers just starting up. Remember, Apple did buy Beats Audio to help it start Apple Music.
Chatterjee admits that a Netflix acquisition by Apple is not likely to happen. The analyst says that “Netflix is unlikely to be a seller for a modest premium.”