Variety:

Comcast struck a deal with Apple that will bring the Apple TV app, which includes access to the Apple TV Plus subscription service, to the cable giant’s Xfinity X1, Flex, XClass TV and Sky Glass platforms, CEO Brian Roberts announced on the company’s Q3 earnings call.

That’s already big news, with the Apple TV app coming to Comcast set top boxes, much in the way the Apple TV app is available on Roku devices, but with a far more massive reach. This feels like a mighty domino, with the potential to bring Apple TV (and Apple TV+) to other major cable providers. A tipping point for cord cutters, as well.

But there’s more:

In turn, under the pact, Comcast’s Stream app will be launching on Apple TV set-top boxes, Roberts said. A Comcast rep said the Apple TV app would launch on Comcast video platforms in “the coming months” but didn’t have specific dates.

This is great news for Comcast subscribers who own Apple TVs. Interesting news for the Apple TV device itself. More and more TVs are being sold with the Apple TV app built right in. This feels like it will shrink the demand for actual Apple TV boxes.