News Summary

• In 2025, top execs from both sides have been shaking hands on partnerships that previously felt unimaginable.
• A tipping point has been reached, and as Guy Bisson, research director and co-founder at U.K.-based Ampere Analysis, observes, “You can be at the center of it, or beholden to others” The deals started with a landmark pact struck between Netflix and French commercial network TF1 at Cannes Lions earlier this year.
• Whether the move is about Netflix’s push into ads, gaining a better foothold locally or retaining subscribers — or all three — is yet to be discovered.