Every signal in this story, with the reporting each one was drafted from.
Netflix has discussed reselling Peacock and Fox One inside its app, per the New York Times, echoing Amazon’s and Roku’s channel-store model. It’s the second such report in a month, following the Wall Street Journal’s account of bundle talks.
Stratechery’s Ben Thompson reports Netflix is weighing selling rival streaming services through its own platform, recasting itself as an aggregator. Smart move, he says — and a retreat from what Netflix set out to be.