BONUS EP: Netflix’s Next Deal? Spotify Is Hiding in Plain Sight
Welcome to Netflix’s hard pivot.
Faced with lagging engagement from its users and signs of audience disinterest in some of its top shows between seasons, Netflix’s next big thing might be… cable television. Live channels, more talk shows (via video podcasts) and creator content and bundles with other streamers (including perhaps Peacock) to recreate the lean-back appeal of watching TV on the couch.
Certainly, it’s possible Netflix makes a play for another company — perhaps NBCU now that Comcast has split the film and television studio from its broadband company, or Starz. But Jessica suggests…
The skinny
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