You're right I think Beats is pretty much their only 10+ digit buy. They generally make really smart acquisitions so I think it's more a matter of waiting for the right company to buy rather than not wanting to spend the money. I could totally see why they wouldn't be interested in a legacy company like Comcast or Warner that comes with more problems than it's probably worth.

Honestly I'm thinking more Netflix. They've very highly valued now but if the price is right that feels like it could fit.