Netflix Eyes Video Podcasts to Challenge YouTube
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Netflix is moving into the podcast space, signing deals with iHeartMedia, Barstool Sports, and Spotify to secure exclusive video rights for select shows. The streamer appears to be targeting YouTube, where viewers watched over 700 million hours of podcasts on TVs each month in 2025. While some podcasters are skeptical about the long-term value of video podcasts, Netflix sees an opportunity to capture “background viewing” time, potentially reshaping how audiences consume audio content in living rooms.