Netflix Eyes More Third-Party Deals After TF1 Launch — SkimNews

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- Netflix launched a partnership with France's TF1 over the summer, bringing channels and on-demand content including scripted dramas Broceliande and Erica and the French version of The Voice
- Netflix said it will expand entertainment through more licensing and third-party deals similar to TF1, naming NBCUniversal's Peacock and Fox One as potential partners that would give subscribers access to live sports such as the NFL
- Netflix told shareholders the TF1 partnership is 'generating incremental viewing in France' and called itself 'great partners for studios, networks and creative talent' given an audience approaching one billion
- Netflix highlighted international hits from the quarter: Plastic Beauty is on track to be its most-viewed Japanese series, The Secret Woman is trending as its most-viewed Danish title, El Chapo is set to become its second most-viewed Mexican title, and The Perfect Lie is on track as its most-viewed Dutch series
- Netflix acknowledged engagement 'remains healthy' but said it still needs to accelerate growth in view hours through execution of its licensing and third-party strategy
Why it matters: Netflix's pivot toward third-party licensing hands it a cheaper engagement lever than original production, and partner content from Peacock or Fox One would give its nearly one billion users access to live NFL. For legacy broadcasters like TF1, the early incremental-viewing data validates Netflix as a viable distribution channel for scripted dramas and live programming.
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