WEBVTT 00:00:00.017 --> 00:00:04.057 Hey, it's Charlotte. It's that time of the month where I join up with the Daily 00:00:04.057 --> 00:00:07.297 Tech News team for the additional conversation segment. 00:00:07.617 --> 00:00:12.757 This week, we talked all things Netflix and the wider streaming landscape. Hope you enjoy it. 00:00:13.840 --> 00:00:23.120 Music. 00:00:22.677 --> 00:00:28.457 It is time again for additional conversations on dtns where we talk to charlotte 00:00:28.457 --> 00:00:32.217 henry about some of the greatest things going on in the world of media and technology 00:00:32.217 --> 00:00:37.097 uh new york times interview over the weekend talked to netflix co-ceo ted sarandos 00:00:37.097 --> 00:00:40.217 who said he regrets saying 00:00:40.457 --> 00:00:43.457 that famous quote back in 2013 to GQ 00:00:43.457 --> 00:00:46.397 the goal is to become HBO faster than HBO 00:00:46.397 --> 00:00:49.217 can become us it was a very snappy quote people have been 00:00:49.217 --> 00:00:54.497 quoting it ever since uh but Sarandos now says he wants Netflix to become the 00:00:54.497 --> 00:01:02.137 next CBS the next BBC saying that prestige elite programming is a quote very 00:01:02.137 --> 00:01:06.237 small business he didn't say it was unimportant he said it's just very small 00:01:06.237 --> 00:01:07.937 and Netflix is bigger than that. 00:01:08.217 --> 00:01:12.417 Similar sentiment is expressed by Angela Watercutter in a Wired article called 00:01:12.417 --> 00:01:15.137 Netflix Isn't About Flicks Anymore. 00:01:15.657 --> 00:01:20.097 Watercutt argues that movie catalogs and replacing cinemas aren't what Netflix 00:01:20.097 --> 00:01:21.517 and other streaming services are about. 00:01:21.697 --> 00:01:24.977 Instead, they are focused on becoming traditional TV networks. 00:01:25.197 --> 00:01:27.297 Kind of goes along with what Sarandos told the New York Times. 00:01:28.317 --> 00:01:32.717 Serialized shows, ad-supported tiers, live sports. 00:01:33.337 --> 00:01:36.837 She added that YouTube, the top streaming service per hour is watched is focusing 00:01:36.837 --> 00:01:39.597 on younger viewers with short form content and their creators, 00:01:40.197 --> 00:01:45.257 meanwhile and and netflix just went and got the nfl at least a couple of games 00:01:45.257 --> 00:01:50.337 a year uh on christmas day uh charlotte you watch the space really closely uh 00:01:50.337 --> 00:01:52.757 what what do you make of this. 00:01:53.980 --> 00:01:57.520 I thought it was fascinating because, as you said, it's such a famous quote 00:01:57.520 --> 00:02:00.100 from Ted Sarandos, isn't it, that comment? 00:02:01.000 --> 00:02:04.220 So that was the first thing I thought. The second thing I thought was, 00:02:04.480 --> 00:02:08.180 well, Apple TV Plus is now the HBO of the streaming world. 00:02:08.440 --> 00:02:10.360 Yeah, that's a very apt comparison. 00:02:10.860 --> 00:02:12.500 That was my second thought. 00:02:13.360 --> 00:02:16.740 And my third thought was, yeah, they're definitely not doing live news. 00:02:16.840 --> 00:02:19.860 Too many complications, too much politics, too much. 00:02:20.280 --> 00:02:23.060 It's too difficult. cool um you and i have 00:02:23.060 --> 00:02:27.020 discussed on both of our shows how reticent 00:02:27.020 --> 00:02:30.640 netflix has been to get into live sports and then 00:02:30.640 --> 00:02:34.420 it turned up with the nfl um but it's 00:02:34.420 --> 00:02:38.260 still kind of dipping its toe in right it's such a big commitment live sports 00:02:38.260 --> 00:02:45.140 it's so complicated you so can't get it wrong um if you're broadcasting live 00:02:45.140 --> 00:02:48.780 sport i think i don't know if i've told the story on here about the time amazon 00:02:48.780 --> 00:02:51.300 Amazon Prime video the first time it got Premier League football here. 00:02:52.280 --> 00:02:56.540 And it was fine. But there was a problem because there was delays. 00:02:56.760 --> 00:03:00.460 Your friends who you were WhatsApping during the game had seen stuff 30 seconds 00:03:00.460 --> 00:03:02.820 previously that you might not have. Like... 00:03:03.847 --> 00:03:10.567 Live sport is complicated, and I'm not sure Netflix needs it to be as successful as it is. 00:03:10.647 --> 00:03:15.267 You know, maybe great dipping its toe in a bit to keep, you know, 00:03:15.267 --> 00:03:16.587 shareholders and whatever happy. 00:03:16.967 --> 00:03:22.187 But I think Netflix kind of is doing its thing and has always avoided live sport. 00:03:22.607 --> 00:03:27.587 Obviously, we also didn't really get mentioned earlier, but the WWE, 00:03:27.867 --> 00:03:31.287 Netflix has gone really big in on that, hasn't it? Yeah. 00:03:32.227 --> 00:03:35.167 Which is, I think, quite a clever way of doing it. 00:03:35.187 --> 00:03:39.567 I'm not a WWE fan, but it's a mix of live sport and entertainment that kind 00:03:39.567 --> 00:03:42.227 of works, I think, in the Netflix sphere. 00:03:43.047 --> 00:03:47.047 Netflix always said, if we do live sports, we want to control it. 00:03:47.107 --> 00:03:49.947 We don't want to be paying a lot of money to these big organizations. 00:03:50.887 --> 00:03:54.787 And then they went and they got the NFL anyway. Again, like you say, it's limited. 00:03:54.907 --> 00:03:57.927 It's dipping a toe. It's just a couple of games, three-year deal. 00:03:57.927 --> 00:04:03.827 WWE Worldwide Wrestling Entertainment feels more like what they were talking 00:04:03.827 --> 00:04:07.107 about, which is, you know, we can work very closely with them. 00:04:07.167 --> 00:04:10.887 We can broadcast almost all of their content worldwide, even if we don't have 00:04:10.887 --> 00:04:11.967 all of it in every market. 00:04:12.607 --> 00:04:15.727 And so I was really shocked when they did the NFL. 00:04:16.027 --> 00:04:21.047 But it does go with Watercutter's theory of they're trying to be mainstream 00:04:21.047 --> 00:04:27.187 broadcast television, you know, widely appealing sitcoms, things for all members 00:04:27.187 --> 00:04:29.307 of the family, live sports. 00:04:29.767 --> 00:04:34.307 And I know, I know you alluded to Sarandos saying, yeah, we're not really going 00:04:34.307 --> 00:04:38.187 to get into breaking news, but they said we weren't going to do live sports with the NFL. 00:04:38.487 --> 00:04:43.227 They said they weren't going to do ads. They said they weren't going to do crackdowns on passwords. 00:04:44.787 --> 00:04:48.087 Frankly, when he said that, I was like, oh, they're doing news within the next 00:04:48.087 --> 00:04:51.527 two years. It's kind of what that means. You are a very wise man. 00:04:51.987 --> 00:04:54.967 You have watched the internet for very many years. 00:04:56.123 --> 00:05:00.003 I'm going to have a bet with you live on this show that Netflix does not do live news. 00:05:00.103 --> 00:05:04.203 They've done live comedy, haven't they? They did topical comedy shows, 00:05:04.323 --> 00:05:05.663 and it got really difficult. 00:05:05.823 --> 00:05:08.803 Some territories don't want you to do it. But live comedy isn't, 00:05:08.803 --> 00:05:14.323 you know, I mean, it's kind of cool if it's live and it works out, but that's not news. 00:05:15.083 --> 00:05:18.683 Well, I'm thinking of like daily shows, like topical comedy. 00:05:19.363 --> 00:05:23.983 Like, it's complicated. I would be amazed if they bothered to spend the time 00:05:23.983 --> 00:05:28.583 doing live news. And as I'm saying it, I'm now imagining the nightly news with 00:05:28.583 --> 00:05:31.903 everything you said is true. Welcome back, Don Lemon. 00:05:32.463 --> 00:05:35.863 Netflix could do it in a way nobody else can because they're in every market. 00:05:35.983 --> 00:05:38.923 No one else is in every market. They could have truly world news. 00:05:39.183 --> 00:05:42.803 But everything you said is true. It's too complicated. They shouldn't do it, 00:05:42.843 --> 00:05:44.343 which is what I said about live sports. 00:05:44.543 --> 00:05:48.763 It's what I said about doing ads. It's what I said about cracking down on passwords. 00:05:49.103 --> 00:05:52.523 So while I 100% agree with you, Charlotte, I will take that bet. 00:05:52.523 --> 00:05:55.623 Netflix will be doing breaking news by January 1st, 2026. 00:05:56.383 --> 00:06:01.363 Right. I'm so excited for the first additional conversation segment of 2026 00:06:01.363 --> 00:06:05.103 when we're discussing Netflix doing live news. Our first gamble. 00:06:05.763 --> 00:06:10.143 Whoa. Things got spicy on DTNS. We didn't say what we're betting, 00:06:10.203 --> 00:06:12.603 but that's fine. We'll worry about that later. We'll discuss it on there. 00:06:13.683 --> 00:06:15.063 You could bet the air. 00:06:16.223 --> 00:06:20.223 I mean, I have to say we've sort of glibbed past it. But YouTube, 00:06:20.523 --> 00:06:22.723 no one thinks of it as a streaming service. 00:06:23.603 --> 00:06:26.883 And actually, I want to talk more about YouTube in GDI. 00:06:27.243 --> 00:06:33.983 But YouTube on the TV is, for most people, how they consume TV. 00:06:34.423 --> 00:06:37.283 Absolutely. If you're talking about those streaming services, 00:06:37.383 --> 00:06:40.143 you have to have YouTube in there now. You have to. 00:06:40.363 --> 00:06:47.423 Oh, I mean, YouTube TV, which I pay for, is my service. But that's a separate 00:06:47.423 --> 00:06:54.163 thing. But that's not even YouTube itself, which you can also use as a streaming service, for sure. 00:06:54.483 --> 00:07:02.503 I hope you enjoyed that. Head over to newsletter.theedition.net to subscribe to the paid newsletter. 00:07:02.923 --> 00:07:06.423 Don't want to miss out on anything I publish there. And you can also head to 00:07:06.423 --> 00:07:10.343 theedition.net to keep up with the regular blogs. See you soon. 00:07:11.120 --> 00:07:19.887 Music.