Spotify and Netflix join forces
Marketplace All-in-One
Marketplace
4.5 • 1.4K Ratings
🗓️ 22 October 2025
⏱️ 7 minutes
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Summary
Netflix is trying a new strategy to make more money: It's worked out a deal to stream some podcasts from Spotify, which have both audio and video. The deal means access to more consumer data and a new audience. And it's a move against a common competitor: YouTube. Also on the show: a change in tune on crytpo from a Federal Reserve leader and OpenAI's very own web browser.
Transcript
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| 0:00.0 | Big old screen bowl of popcorn gather around for a podcast. I'm David Brancaccio in Los Angeles. The largest entertainment company in the world is Netflix. If you rank it by stock price times the number of stocks. By that measure, the company is worth 6% less overnight after quarterly results that fell short. |
| 0:22.4 | Now, Netflix blames Brazil, a tax dispute there. Beyond the realm of accountants and back |
| 0:27.5 | into the world of content, Netflix is trying a new strategy to make more money. It's worked |
| 0:32.2 | out a deal to stream some podcasts from Spotify, several sports talk shows, some true crime, pop culture, too, shows that are both audio and video. What's the point of Netflix meets Spotify? Carnegie Mellons, Michael D. Smith joins us now. Professor, welcome. David, it's great to be here. |
| 0:49.4 | Help me understand this. This is more about Netflix becoming a distribution system for podcasts that in many cases already do video. I think this. This is more about Netflix becoming a distribution system for podcasts that in many |
| 0:55.1 | cases already do video? I think this is a great deal for both Spotify and Netflix. There's value |
| 1:03.7 | here on both sides. So Spotify has these podcasts that also have a video component. And guess what, Netflix has a great video platform |
| 1:13.5 | that a lot of people use to discover new content. I see. Let me understand what Netflix |
| 1:19.2 | gets out of this in your view. Well, Netflix gets new content. And if you look at the sort of shows |
| 1:26.1 | they're getting, what I see is new content that is going to tell Netflix a lot about the user. |
| 1:33.8 | So, you know, people who watch the Bill Simmons podcast. |
| 1:36.8 | Broncos Giants was the best game of the year. |
| 1:39.0 | Just an unbelievable comeback by the Broncos. |
| 1:42.2 | An unbelievable loss. |
| 1:43.5 | Netflix is going to know something about them |
| 1:46.0 | and is going to be able to promote content to them |
| 1:49.0 | versus the rewatchables versus recipe club versus serial killers. |
| 1:53.7 | When they see me watching those shows, |
| 1:56.3 | they're going to know a little bit about me |
| 1:58.5 | and are going to be able to promote content to me |
| 2:00.3 | much more easily than they otherwise could. Uh-huh. Our consumer data is at play here. Spotify, |
| 2:07.8 | what do they get out of this? I mean, you know, their niche is audio, I guess. |
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