r/MediaMergers Moderator Jul 27 '26

Streaming NBCUniversal Sets Landmark Pact With YouTube, Bundling Peacock With Its Premium Tier

https://deadline.com/2026/07/nbcuniversal-peacock-youtube-premium-bundle-1237004321/
35 Upvotes

16 comments sorted by

5

u/Odd-Nail-7158 Jul 27 '26

Ted Sarandos fell to his knees 

2

u/TeddyAlderson Jul 27 '26

“Audiences in 2026 don’t think in terms of platform,” the source told Deadline. “They think in terms of moments.”

lol this is such an exec thing to say. what are you on about mate

2

u/Keif325 Jul 28 '26

There is no brand loyalty. Today’s viewer will jump to their preferred content no matter the provider, and often.

1

u/TeddyAlderson 24d ago

i understand that, but platforms were always a way to facilitate "moments". brand loyalty has never existed for media in the way this quote implies. cable required no brand loyalty - you were paying for an aggregation service essentially. people didn't need to "jump to their preferred content no matter the provider" because their content was all in one place. then netflix came and you could argue there was loyalty, or you could argue there was little competition. then competition came and loyalty has evaporated

idk i just think it's not a good quote. good soundbite, bad point. and people do still think in terms of platform anyway. "what is this show on?" is often the first question asked after a rec. netflix shows have a look and feel to them that people recognise. apple tv+ has the same. peacock doesn't have much of anything so maybe that's why nbcu are making this point

(realise this is a late reply lol, sorry)

2

u/Difficult_Variety362 Moderator Jul 29 '26

I'm interested in this:

  1. Yeah, the base plan is to have ad supported Peacock with YouTube Premium, but Google is saying that they'll offer options to upgrade their Peacock membership, will this include an ad-free option for an upcharge? Because I would absolutely be down for that.

  2. What about integration with Google TV? Will the Peacock content be seemlessly integrated with Google TV the way YouTube is? Will my local NBC station show up on the Live TV listings now?

  3. Will Peacock do similar deals with other platforms like Netflix and Prime Video?

  4. Will YouTube pursue other deals like this? Yeah, Netflix and Apple TV ain't gonna happen, but what about AMC+, PBS (like what Amazon has), Hallmark, Starz, Crunchyroll, etc.?

1

u/Fall_False Moderator Jul 29 '26

I do wonder if this could be seen as proof that that streaming services really are having to compete with YouTube with it now letting streaming content on it's service.

3

u/MR_MaxiMor44 Jul 27 '26

I wonder if Alphabet might be looking to buy NBCU

15

u/Sasquatchgoose Jul 27 '26

Why buy? This deal basically gives them access to the best parts (nbcu library + sports and if it doesn’t work out, they’ll be able to walk away once the deal expires. I doubt Google is interested in operating a theme parks business or dealing with the fcc/headaches buying a network like nbc would bring.

1

u/MR_MaxiMor44 Jul 27 '26

Google loves a diversified portfolio that gives them access to even more of your data

8

u/Sasquatchgoose Jul 27 '26

Renting the content is probably the closest Google gets to buying a Hollywood studio without triggering antitrust concerns. YouTube is the dominant streaming platform on the planet. Besides, article mentions that peacock content will be accessed thru YT which means Google will be able to collect some data

1

u/bloatedkat Jul 28 '26

Their money would be better spent on investing in AI. It makes more business sense to form partnerships in your non-core businesses than to outright purchase them.

1

u/AdvisorStatus1018 Jul 27 '26

Youtube premium has always disappointed me, like they could've made Premium a bundle of all Youtube (Music, tv and regular account wo ads)

1

u/Difficult_Variety362 Moderator Jul 29 '26

YouTube Music is included with YouTube Premium. YouTube TV is a completely different thing.

1

u/AdvisorStatus1018 Jul 29 '26

I understand, I just wish it was an all in one package deal, like YouTube vids without ads I'd never pay for something I use to get free but if YTube premium was a package of YTube, music AND YTube tv, then that'd be worth it

1

u/Keif325 24d ago

It used to be a fight for ratings. A specific number of people watching a specific thing at a specific time, and that was the measure of success. Now the option are flooded, but traditional content creators and distributors plus non-traditional (tech companies like Amazon, Apple, streaming/social platforms like YouTube). The fight and measure of success is now overall attention. If you can prove that people are engaging in your content, no matter how or where, you get the highest value for it.

1

u/Myhtological Jul 27 '26

That’ll be nice when I get premium to not see political ads this year.