That's not just conjecture. A report by Parks Associates stated that almost half of smart TV owners also used a streaming media player, and that they used their media player much more frequently than their TV's built-in services. And it specifically stated that consumers rated Apple TV highly in setup, usability, gaming, and for purchasing content.
From the article "Why is privacy-minded Apple putting its new TV app on smart TVs notorious for spying on users?" by Daniel Eran Dilger.
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Beyond that, AT&T also gets revenue by licensing those movies and TV series to other pay-TV providers and subscription Net TV services such as Netflix. "Video and entertainment will remain the key dri...