Right now, the TV app aggregates content from other providers, allowing people to locate shows from a wide array of apps and channels like ABC, NBA League Pass and HBO, rather than having to hop between different apps. But then Apple sends customers outside its app to buy access to those channels or watch shows. With the pending change, subscription purchasing would move to the TV app. Apple could eventually move the streaming to its own app, instead of sending users to third parties.
Sounds a lot like Amazon’s Prime Video app and Channels approach, by becoming a streaming service content hub for, presumably, a more elegant end-user experience, that also happens to generate additional affiliate revenue for Apple — and not entirely dissimilar from Roku’s desire for a bigger cut on the content distribution front. Beyond 3rd party providers, this may also signal that Apple intends to leverage an updated TV app to distribute its own upcoming original programming.