VoD on the iTS in France in May?

Thanks to an in-depth source, the French high-tech blog Electronlibre announced already two weeks ago that the "video-on-demand" service will be available in France on the iTS (It might also be the case for other European countries in addition to the already existing one in Germany).
This information has been "confirmed" by the French reference in term of TV programs and analysis, Télérama, in its today's newsletter. without predicting the success or not of such offer on the iTS, (Télérama offers in addition a review of all VoD services available in France), one can clearly understand that thank to its last week agreement with leading Hollywood Studios, Apple might have bypassed most of local/national and historical distribution channels in Europe. Indeed, among the studios now partnering with Apple, there is "EuropaCorp", Luc Besson's production agency. So at least some non-US studios have been signing with Apple too, even if it was not publicly advertised...
In addition, located in Luxembourg, the European iTS could offer VoD in EU without requiring authorization from national distribution channels as defined by the EU laws related to online services (including VAT regulation for such service!)
So, we could see soon the new Apple TV, featuring larger storage capacities, as well as some hardware improvements to fit with larger worldwide consumers. So, if such online video offer over EU arrives soon, it will for sure create a new local earthquake, after having modified the way we listen/purchase music, Apple and its partners might adapt the way we watch/purchase movies/video online.