SEV Part 2: Netflix, TF1 and the Global Race to Become the Anchor Bundle

Jun 25, 2025

Streaming Enterprise Value: Part 2

Netflix+TF1 and the Global Race to Become the Anchor Bundle

By Hernan Lopez. Mentioned in this article: Netflix, YouTube, Spotify, Disney, Amazon, TF1 and more.

This is the second on a series on Streaming Enterprise Value. If you haven’t read Part 1, I highly recommend starting there, then coming back. (Even knowing I may lose you at some point along the way!)

Barely a week after I published Streaming Enterprise Value: Part 1, Netflix did something it had long signaled it wasn’t open to. It struck a deal with TF1, France’s largest broadcaster, to integrate both TF1’s live channels and its AVOD service TF1+ into the Netflix UI, all included with your Netflix’s subscription.

C’est pas possible!” competitors and analysts observed all around the world. While Netflix’s public statements were designed to walk a line between excitement (“first of its kind!”) and caution, I hear Greg Peters said internally: “Netflix is TV”—which makes you wonder whether

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