Overview
- Bloomberg reports Netflix is negotiating to secure exclusive rights to video episodes from select iHeartMedia podcasts.
- Under the proposed arrangement, affected series would stop posting full video episodes on YouTube.
- iHeartMedia shares jumped about 22% to a two-year high after the talks were reported, according to Reuters.
- Potentially impacted titles include The Breakfast Club, Las Culturistas, the Jay Shetty Podcast, and Stuff You Should Know, though the final slate remains unclear.
- The talks follow Netflix’s October deal to stream a curated set of Spotify/The Ringer video podcasts starting in early 2026 with full episodes leaving YouTube, reflecting a broader shift as platforms like Tubi also license podcast video content.