Peter Kafka, reporting for Recode:
Industry executives say Apple is in talks with TV programmers about deals that would allow Apple to offer an “over the top” pay-TV service, like the one Dish has started selling with its Sling TV product, and the one Sony is getting ready to launch.
The theory is that Apple would put together bundles of programming — but not the entire TV lineup that pay-TV providers generally offer — and sell it directly to consumers, over the Web. That means Apple wouldn’t be reinventing the way TV works today, but offering its own version of it, with its own interface and user experience.
Apple has shown programmers demos of the proposed service, sources say. But talks seem to be in the early stages, which means terms like pricing and timing aren’t close to being ironed out. Several programmers say they’ve yet to start talks with Apple at all.