The Town with Matthew Belloni The Case for Netflix Pillaging YouTube Creators
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Jun 25, 2025 
Join Steven Cahall, a savvy media analyst at Wells Fargo, as he dives into Netflix's intriguing potential to lure YouTube creators. They explore how this could reshape Hollywood and what it means for both platforms. Steven discusses the appeal for creators to make the jump and the unique content Netflix could produce. They also examine why Netflix hasn't done this yet and the shifting dynamics of viewer engagement between the two giants. Plus, catch Matt's box office predictions for the weekend!
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YouTube Outpaces Netflix in Engagement
- Netflix views YouTube as a major competitor for viewer engagement despite different business models.
- YouTube's engagement on streaming TVs in the US significantly outpaces Netflix's.
YouTube's Massive Content Resilience
- Picking top creators from YouTube won't devastate YouTube due to its massive content base.
- YouTube's long tail of content makes it resilient to losing big creators.
Cost Efficiency of Creator Content
- Netflix's content spend per 1,000 viewing hours is higher than YouTube's, reflecting premium content costs.
- Creator-driven content on Netflix could cost less but provide valuable engagement hours.
