Netflix, YouTube and Amazon Bundle Rival Streaming as Third-Party Sign-Ups Jump 60%
Updated
Updated · The New York Times · Aug 24
Netflix, YouTube and Amazon Bundle Rival Streaming as Third-Party Sign-Ups Jump 60%
2 articles · Updated · The New York Times · Aug 24
Summary
Netflix has begun opening its platform to rivals, integrating a French broadcaster in June and recently discussing adding Peacock and Fox One, according to people familiar with the talks.
YouTube is making a similar push: ad-free subscribers will soon get Peacock programming including “The Traitors” and “Sunday Night Football” through a new deal.
The strategy reflects a shift from subscriber land grabs to retention, with major platforms trying to become the app viewers open first and use longest.
Consumer behavior is already supporting that model — third-party platform subscriptions have risen about 60% in three years, and roughly one-third of new subscriptions now come that way.
Amazon remains the clear leader in the bundling race, with at least 49 million subscriptions to other services through Prime Video as of June.