Our discussions with industry contacts suggest that at least one major N. American MSO 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, who is directly exposed to data traffic growth from incremental IP video streams on cable networks… 
The report does not provide any information about what type of new Apple TV product this would be. It’s possible the cable company in question is testing its network for a rumored streaming service of sorts and not a hardware product. The note also added Jefferies analyst Peter Misek,who several times in the past predicted the launch of an Apple HDTV, is still expecting “sales of 4.9 million units in CY13 and 11.6 million units in CY14″ for a full fledged Apple TV set:

We note that Jefferies analyst Peter Misek is forecasting Apple TV unit sales of 4.9 million units in CY13 and 11.6 million units in CY14. These estimates assume an actual Television product (not a “puck” like the current Apple TV).