Not surprised by the rumors at all. While the growth of the smart phone market in the US is 40/60 Apple/Android in 2013 in the rest of the world it's 20/80. Their market share is getting hammered and they'll need to tap into other markets eventually or they will lose all the record label pricing deals they got when they were top dog. The bleeding will only get faster as their customer base and market share continue to erode.
You can get TV/Music legally from Google but it involves jumping through a lot of technical hoops most people don't have access to. I don't know why Google is so slow with content licensing compared to Apple.
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