YouTube Keeps Building. Netflix Keeps Buying
One company adds features. The other adds creators. This week's data suggests the strategy gap is starting to show.
This Week in BriefYouTube and Netflix: As of August, 92% of Netflix users also use YouTube. The reverse isn't true: only 16% of YouTube users open Netflix. The gap started widening in January.YouTube Stations: The 24/7 channel format tested with music at Coachella now extends to podcasts, media channels, and creator content, closer to a FAST-style experience.YouTube and Amazon: U.S. creators can now tag Amazon products directly inside their videos. Pasting an Amazon Associates link is becoming a thing of the past.Instagram for TV: Meta is promoting its living-room Reels app through creator testimonials.Women's sports: Unrivaled and the PWHL are standing out for unusually high sponsor renewal rates.Apple TV: The subscription rose for the fourth time, now $14.99 a month.Meta's settlement: $5.3 billion of its $18 billion teen-safety payout depends on YouTube and TikTok making similar moves.This week made one thing hard to miss: YouTube isn't just defending its creators from Netflix anymore. It's rebuilding its own product to look and feel more like the thing Netflix already is, while adding revenue tools Netflix doesn't have. New audience data shows the gap between the two platforms w...