François Godard was quoted in The Ankler on "Netflix & Amazon are Now French TV Channels — What?!"
25 July 2025Enders Analysis’ Rome-based media and telecoms analyst François Godard says the partnership bonanza “came out of nowhere for me.” You’d never see this in America, he adds. The TF1/Netflix deal would be tantamount to seeing live feeds from NBC on the streamer. (That said: Never say never.)
One of Europe’s most respected media analysts, Godard adds: “I was positively impressed because you see European commercial TV trying to do something and not saying, ‘We passively accept our decline!’”
Meanwhile, streamers need new avenues for growth, too. The reality is that most are “plateauing” in Europe, says Enders’ Godard, and need to lower churn, keep viewers on the platform for longer and draw demos they’re not fully reaching on their own. Analysts point to these cross-carriage deals as an effective way of stocking up on local content in order to achieve all of the above.