Broadcasters and Streamers Move From Rivals to Partners as Old TV Divide Breaks Down and YouTube Rises Fast – Lumiere Summit — SkimNews
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- TF1 placed its channels and AVOD service TF1+ inside Netflix, citing 42 million monthly TF1+ users against an estimated 14 million Netflix members in France — and, after 10 weeks, found cannibalization under 10%, far below what the broadcaster had modeled.
- Prime Video's Andrew Bennett called aggregation "foundational" to Amazon, pointing to existing partnerships with France Télévisions, M6, Spain's RTVE, and Germany's ARD and ZDF, and arguing that "disproportionate amounts of local programming" are indispensable in Europe.
- Globo CEO Paulo Marinho said the Brazilian broadcaster — 120 million weekly reach, roughly 40 million viewers per major novela — isn't pursuing deeper streamer partnerships "for now" but "never says never," keeping windowing and ad-sharing deals on the table.
- TF1's Belmer pushed for European regulation of YouTube, claiming the platform sells TV advertising at 2.5 to 3 times below traditional broadcasters' prices and describing the gap as "predatory," while Netflix, Amazon and Disney were praised as "very good citizens" of France's cultural financing system.
- Netflix, Prime Video and Disney+ are separately appealing a French sub-quota requiring 20% of their mandatory audiovisual investment to flow into animation, documentaries and recorded or recreated live performance — a fight landing as the European Commission prepares to review the Audiovisual Media Services Directive.
- Gaumont's Isabelle Degeorges warned of growing European dependence on U.S. platforms, noting producers receive "no data" from the platforms carrying their shows and stressing that IP ownership — which French law now lets producers retain in roughly 70% of cases — remains the industry's lifeline.
Why it matters: TF1's under-10% cannibalization number gives European broadcasters financial cover to deepen streamer partnerships without gutting their own services, but the same shift hands U.S. platforms more leverage over local content financing, audience data and IP terms. Producers like Gaumont are now openly warning that the partnership model could lock European creation into dependency on American tech giants just as regulators weigh whether YouTube should pay into the same European content-investment system.
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