NFL Sticks With Exclusive Streaming, But What About The Super Bowl? 'We Have To Fish Where The Fish Are'
Portfolio Pulse from Chris Katje
The NFL's move to exclusive streaming for some games, including a playoff game on Comcast's Peacock and Thursday Night Football on Amazon Prime, has sparked debate but also shown success in viewership and attracting younger audiences. NFL Commissioner Roger Goodell emphasized the shift towards streaming to reach fans where they are, despite criticism. The league plans to keep the Super Bowl accessible on broadcast television alongside streaming options. Amazon will host an exclusive NFL Playoff game in the 2024 season.
February 15, 2024 | 5:16 pm
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NEUTRAL IMPACT
The NFL's historical shift to airing games on ESPN, a unit of The Walt Disney Company, was referenced by Commissioner Goodell in the context of moving NFL games to streaming platforms.
While the direct impact of the NFL's streaming strategy on Disney's ESPN is not explicitly mentioned, the reference to ESPN's role in broadcasting NFL games suggests an ongoing relevance of Disney in the sports broadcasting ecosystem. However, the shift towards streaming could pose challenges for traditional broadcasters like ESPN in the long term, making the immediate impact neutral.
CONFIDENCE 75
IMPORTANCE 60
RELEVANCE 50
POSITIVE IMPACT
Amazon Prime Video will exclusively host an NFL Playoff game in the 2024 season, following the success of its Thursday Night Football broadcasts.
Amazon's continued partnership with the NFL, including exclusive rights to a 2024 Playoff game, underscores the platform's growing influence in sports broadcasting. This move is likely to enhance Amazon Prime Video's attractiveness and could lead to increased subscriptions and viewer engagement, positively impacting Amazon's stock in the short term.
CONFIDENCE 80
IMPORTANCE 75
RELEVANCE 85
POSITIVE IMPACT
Comcast's Peacock platform hosted an exclusive NFL Playoff game, drawing criticism but achieving record viewership and a significant subscriber increase.
The exclusive NFL Playoff game on Peacock not only set viewership records but also reportedly gained 2.8 million subscribers in three days. This indicates a positive short-term impact on Comcast's stock as it demonstrates the platform's ability to attract and retain a large audience.
CONFIDENCE 85
IMPORTANCE 80
RELEVANCE 90