The Powers That Be: Daily Barstool’s Netflix Era & ’26 Media Predictions
Dec 19, 2025
Julia Alexander, a media reporter and expert on streaming trends, joins to discuss Barstool's exciting new deal with Netflix. She reveals how this partnership aims to bring creator content to cultivate viewer habits, paralleling YouTube's success. Julia dives into the subscriber dynamics, shedding light on revenue strategies between Netflix and YouTube. Looking ahead, she boldly predicts growth in connected TV advertising and forecasts a shift away from Substack as new platforms rise. Tune in for insights into the future of digital media!
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Netflix’s Two‑Pronged Content Play
- Netflix is pursuing cheap, habitual creator content while also chasing expensive library franchises.
- The strategy mirrors its push to buy Warner Bros. Discovery to hedge against harder franchise creation.
Engagement Over Subscriber Churn
- Netflix likely won't win lots of new subscribers from Barstool because audience overlap is high.
- The real aim is raising engagement and ad/brand revenue rather than cutting churn.
YouTube’s Built‑In Discovery Advantage
- YouTube's creator ecosystem is optimized for discovery via SEO, clips, and shorts feeding long-form content.
- Netflix lacks that built-in discovery flywheel, which could limit audience growth for migrated podcasts.