Evidence of TV viewers cutting their cable cord in favor of Internet-delivered video is emerging. Deloitte's latest annual survey of watching habits found 9% of respondents had cut the cord and another 11% were thinking about it. Apple might naturally cater to this small but growing segment. Indeed, the iTunes Store—boasting 225 million active users as of July—could give it a leg up.
About 24% of the 253 million TVs sold in 2011 were Internet-connectable. Yet only a fifth of those buying such sets actually connect them to the Web.