In June 2025 Netflix and TF1, France’s largest commercial broadcaster, announced a deal to bring the TF1 channels and on demand content from TF1+ directly to France’s ~14m Netflix subscribers.
Last week (June 23rd, 2026) the partnership went live, and in this episode, François Godard takes us inside the deal context, the deal specifics, the risks for both TF1 and Netflix, the impact on the wider French market, what this may signal about Netflix’s partnership ambitions, and the state of broadcaster / streamer partnerships in Europe more generally.
François Godard (
https://francoisgodard.com/) has been an analyst and advisor on international content-related developments in sports, entertainment and telecoms for more than 20 years, and is based in Italy.
The episode has fantastic insights and detail from François – I hope you enjoy it.