Deals Already in Place for Apple to Launch Netflix Competitor?

Building on his earlier claims that Apple is preparing a subscription video streaming service to take on Netflix, Jefferies analyst Peter Misek today issued a new report claiming that Apple already has deals in place with the major video studios and TV networks to support such a service.
Apple might be ready to roll out its own video subscription service similar to Amazon and Netflix, Peter Misek at Jefferies reports in a note this morning.
Specifically, he says, "As part of Apple's roll-out of cloud video services (and eventually an iTV), we believe Apple has unannounced deals with all/most of the studios/TV networks that are similar to the subscription streaming deal between Amazon and CBS."
Apple earlier this week expanded its nascent iCloud service to include the re-downloading of purchased TV shows, including allowing Apple TV devices to stream the purchased content directly from the cloud. And with another claim today suggesting that Apple may finally be preparing to launch its "iTunes Replay" service that would fold the cloud-based TV show offerings in with a similar program for movies to support re-downloads and streaming, Apple appears to be making a significant push into bringing video to iCloud.
Popular Stories
Bloomberg's Mark Gurman has high expectations for Apple's first foldable iPhone.
In his Power On newsletter today, he said the foldable iPhone will be "the most significant overhaul in the iPhone's history."
"iPhone 4, iPhone 6 and iPhone X were clearly a big deal, but this is a whole new design," he said.
Like Samsung's Galaxy Z Fold 7, the foldable iPhone will reportedly open up like ...
March has been an incredibly busy month for Apple, with the company unveiling more than 10 new products and accessories. We said hello to the MacBook Neo at the start of the month, and we bid farewell to the Mac Pro at the end of it.
Nevertheless, there is still a lot more to come this year.
Beyond the usual annual updates to iPhones and Apple Watches, Apple's all-new smart home hub is...
Apple is expected to release two new iPhone apps this year, including an Apple Business app and a Siri app with chatbot-like functionality.
With the Apple Business app, employees at businesses using the new Apple Business platform will be able to install apps for work, view contact information for colleagues, and request support. Apple Business is launching on April 14, and it replaces Apple ...
Popular Stories
At least 14 new shows and films are premiering on the Apple TV streaming service throughout the remainder of 2026, starting with Twisted Yoga today.
In the U.S., Apple TV is priced at $12.99 per month or $129 per year, with a free one-week trial available for new subscribers. Apple TV is also included in Apple One and Peacock bundles, with all of the options outlined on Apple's website....
Apple this week released tvOS 26.4, and the software update includes a handful of new features and changes for the Apple TV.
tvOS 26.4 is compatible with all Apple TV 4K and Apple TV HD models released since 2015. To update your Apple TV, open the Settings app on the device, navigate to System → Software Updates, and select Update Software.
Below, we have recapped what is new in tvOS...
Apple today provided developers with the fourth betas of upcoming watchOS 26.4 and visionOS 26.4 betas for testing purposes. The software comes a week after Apple released the third betas.
The software updates are available through the Settings app on each device, and because these are developer betas, a free developer account is required.
watchOS 26.4 adds a new Average Bedtime metric to ...