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Chronicles

The story behind the story

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Netflix's iOS app code suggests the company may expand its video game service to TV sets for the first time, using phones as controllers

Netflix Inc. is working to bring its nascent video-game service to television sets for the first time, moving beyond smartphones and tablets in a sign of its growing ambitions.

Bloomberg Mark Gurman

Context & Ripple Effects

Netflix’s games push began as a new programming category after it hired Mike Verdu to lead game development, then broadened beyond solo mobile play as code pointed to handles and invitations for social gaming.

This report identifies the next distribution question: whether Netflix can move games from personal devices to the living-room screen without requiring a dedicated controller. The later release of an iPhone controller app for TV play shows that this was an actionable product path rather than an isolated code reference.

First-order effects

  • Netflix is signaling development work aimed at making its game catalog accessible on TV sets while using a subscriber’s phone for input; the code itself does not establish a launch timetable or availability.
  • The approach would make the Netflix app and phone pairing central to game setup, rather than requiring users to buy separate console hardware or controllers.

Second-order effects

  • A TV rollout would raise the importance of consistent support across smart-TV and streaming-device platforms, while making controller pairing and low-friction onboarding key product constraints.
  • Social features suggested in earlier mobile-game code become more consequential on a shared screen: invitations and player identity could support multiplayer use rather than only individual mobile sessions.

Third-order effects

  • If Netflix can extend games across screens using devices subscribers already own, its subscription service could increasingly treat games as a retention and engagement feature alongside video rather than as a standalone console business.
  • The pattern points toward TV platforms competing not just for video-app placement but for interactive-service access, though the corpus does not show whether Netflix’s TV games will gain meaningful adoption.

The trend: Netflix is testing a cross-screen games model that uses the smartphone as the bridge between a subscription app and the living-room TV.

Discussion

  • @stevemoser Steve Moser on x
    Netflix wants to make games playable on every device by turning your iPhone into a controller for Netflix running on a TV. Code hidden in their iOS app: “A game on your TV needs a controller to play. Do you want to use this phone as a game controller?” $NFLX cloud gaming soon? ht…
  • @markgurman Mark Gurman on x
    Netflix is working on expanding its games service to TVs and even plans to let you use your iPhone as a controller. https://www.bloomberg.com/...
  • @edludlow Ed Ludlow on x
    Big development in $NFLX gaming progress - reporting through the source code @markgurman https://twitter.com/...