Nilay Patel asked how NBCU thinks about clippers putting Love Island on TikTok. Peacock's Matt Strauss argues the streamer should capture that off-platform activity with clips, podcasts and games, which is why he finds 'streaming' too limiting a word.
So it's a win for me in the sense that you're growing more share of audience. You're opening up the sales funnel. If somebody sees that clip, they may have a higher propensity to then want to tune in and watch it on Peacock. And so that would be the benefit. Does
the Love Island marketing team clip their own show onto TikTok? This is one of my beliefs. We do. This happens a lot.
…watch another show. And we try to get you into, you should watch, you know, Real Housewives. But that's not what a lot of these viewers wanted. What they wanted at the end of the show was they wanted to talk about what just happened. So they leave the streaming platform and then they go to social media or they'll look for a podcast or they'll even play a game. You know, if you could play a game, the number one app, by the way, over the summer was the Love Island app. It was not ChatGPT. It was not Claude. It was the Love Island app for several weeks of the summer that speaks to what I'm describing around these fandoms. And so we are creating this demand, but then I would argue we're not doing a good enough job super serving them. And then we are fueling this dark matter engagement. That's what I would call it on these other platforms. And so this is what's leading us to say, okay, well, what if we put the clips on Peacock and we offer it in a vertical…
YouTube deal looks like the rebundling you're talking about, right? Peacock will be available to YouTube Premium subscribers. I have YouTube TV. I imagine that will somehow connect to the dots. YouTube is fascinating because they have the user-generated content platform and then they have TV. Those…
From my point of view, it's not one or the other. It's both. And again, it comes back to what I said about they're not exactly the same audiences. Like there's some overlap, but somebody who's subscribing to YouTube TV is not necessarily the same person who is subscribing to YouTube Premium or…
you don't own your last mile customer that way? This was a big reason everyone went to streaming is they were selling their content to Netflix and they realized Netflix owned the customer and we all got to stand up our own streaming services because we want to own the customer and the cable bundle…