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Netflix signs largest-ever content licensing deal with Brazil's Globo: 18 originals (14 films, 3 telenovelas, 1 series) rolling out from December through mid-2027 (Oct 19)

What happened

Netflix and Brazilian media giant Globo announced the largest content licensing agreement ever signed between the two companies. Starting in December, 18 Globo original productions — 14 films, three telenovelas and one series — will roll out on Netflix, dubbed and subtitled in multiple languages, with releases continuing through mid-2027. The package centers on Walter Salles' 'I'm Still Here,' the 2025 Academy Award winner for Best International Feature (licensed for Brazil only), plus the Fernanda Montenegro film 'Vitoria' (worldwide), the Emmy-winning telenovela 'India - A Love Story' (U.S. and Latin America ex-Brazil), and all seven seasons of the comedy 'Vai Que Cola' (Brazil exclusive). Netflix stock was roughly flat overnight after the announcement.

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Who’s affected

  • Netflix (NFLX) — slate/deepening engagement in its largest non-U.S. market, modest positive for content-pipeline narrative. Brazil media exposure; minor sentiment read-through for other streamers (Disney, Warner Bros. Discovery/Skydance) competing on licensing.
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