Netflix, Hulu, Crackle et al.
Netflix specifically, but they'd have to pay through the nose for it. I've heard they've considered it a few times.
Don't think it'll ever happen, too expensive.
Those aren't really what I would consider the type of deal they are pursuing. They are pursuing an actual live streaming deal:
http://recode.net/2015/05/27/les-moonves-says-cbs-will-probably-sign-up-for-apples-new-tv-service/Moonves (CEO of CBS) said Apples effort was similar to ones that have already launched from Dish Networks Sling and Sonys Vue.