Stemming from an impasse centered on NBCU's new Peacock premium streaming service, which remains a no-show on Roku's platform, dozens of NBCU apps - including app for NBC stations, cable networks and Telemundo stations - could be yanked from Roku's platform as early as this weekend.
The phrases of the deal weren't disclosed, but Roku stated the settlement "consists of adding NBC content material to The Roku Channel and a significant partnership around advertising and marketing".
Peacock launched in mid-July, but was missing from - and continues to be missing from - the two biggest streaming platforms in Roku and Amazon Fire TV.
NBCU praised Roku's "incredible reach" in announcing the deal.
NBCUniversal's streaming service Peacock is to be made available over the Roku streaming platform. At the same time, they undermined the value of "TV Everywhere", calling it an insignificant amount of streaming hours and revenue for Roku.
Roku said it offered to extend its existing arrangement for Comcast's TV Everywhere channels while it continues to work toward a Peacock agreement but said that Comcast declined the extension offer. NBCUniversal brought Peacock, which has not been available on Roku's network of devices since its July 15 national debut, into the discussion as part of the deal's renewal, and discussions escalated on Friday as the temporarily extended deal reached its end date.
Roku and Amazon together control about 70% of the USA streaming-device market, limiting the growth of any video apps that aren't available on them.
NBCUniversal responded to Roku's statement and accused the company of demanding unreasonable terms in negotiations for Peacock.
This is deeply disappointing and the wrong way to treat subscribers, many of whom are Comcast customers, who pay to access these channels via their cable TV subscriptions and now will no longer be able to view these TV Everywhere channels on Roku, their platform of choice. WarnerMedia's HBO Max remains unavailable on Roku and Fire TV over deal disagreements.
Earlier Friday, NBC had threatened to stop delivering content to more than 11 of its apps on Roku by Saturday morning, escalating a standoff with the company over its refusal to carry Peacock. The company also said that Comcast has "refused fair and equitable business terms" for the distribution of Peacock.