Verizon, AT&T confirm Netflix talks. Verizon (
VZ ) and AT&T (
T ) are in discussions with Netflix (
NFLX ) about ensuring that the latter's streaming content has a smooth ride across their infrastructure in return for payment. Any deals would add to one between Netflix and Comcast (
CMCSA ). Some analysts argue that the latter agreement could have a neutral or even positive impact on Netflix's bandwidth costs, as the company will no longer have to pay intermediaries such as Cogent (
CCOI ). However, others aren't so convinced.