Whereas VOD services have typically offered 4 or 5 shows on a rolling basis, providers now want to offer every episode all season.
The WSJ reports Comcast (CMCSA) has reached a broader on-demand deal with Fox (FOX, FOXA) that will include mobile viewing. Fox and (Comcast-owned) NBCUniversal are said to be more open to such deals than Disney and CBS.
VOD services provide access to shows before Netflix does, but also include ads, often disable fast-forwarding, and usually don't cover back seasons.
Netflix is telling media companies it won't pay as much for content licensed in bigger VOD deals. Content chief Ted Sarandos: "The less exploited shows are through on-demand services, the more valuable they are to us."
Previous: Netflix changing Hollywood's investment habits, wants more exclusive deals