According to a report by The New York Times, Netflix executives are considering opening their platform to third-party streaming services. Recent discussions reportedly centered on integrating Peacock and Fox One into the Netflix app, though it remains unclear whether the company intends to sell direct subscriptions to these partners or simply aggregate their content within its own catalog.

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From Bundles to Native Integration

This move would represent a significant paradigm shift for Netflix, which has previously interacted with rivals exclusively through bundle deals. While platforms like Amazon Prime Video and Roku have long sold subscriptions to competing services, Netflix has maintained a more isolated position. The potential integration of Peacock and Fox One would mark a step toward the "one-stop shop" model, a strategy already adopted by YouTube, which will include access to Peacock in its Premium offering next year.

The French Precedent and Peters' Words

Netflix has already begun experimenting with third-party broadcaster partnerships in France, where it integrated live channels and content from local broadcaster TF1 into its app last June. During a July earnings call, co-CEO Greg Peters described the results as "promising" and stated: "If we see additional deals that similarly serve our members, work for our partner, and work for us, we’ll certainly consider them." However, no imminent deal is currently planned.

Strategic Context

This report fits into a series of recent moves aimed at countering declining engagement and market fragmentation. As previously reported, Netflix is exploring always-on channels to return to linear TV and has integrated short-form content to compete with TikTok. Opening up to Peacock and Fox One could be the final piece of a strategy aiming to transform Netflix from a simple streamer into a central hub for video entertainment, reducing the need for users to manage multiple apps and separate subscriptions.