NFL Games Dominate Week 1 Ratings, Start Week 2 With A Bang: These Companies Might Benefit
Portfolio Pulse from Chris Katje
The 2024 NFL season has started with record-breaking viewership, benefiting media companies with NFL rights. Comcast, Disney, Fox, Paramount, and Amazon have seen significant viewership boosts, enhancing advertising revenue and streaming subscriptions. Netflix is also entering the live sports arena with NFL games, potentially increasing its subscriber base.

September 16, 2024 | 8:08 pm
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POSITIVE IMPACT
Amazon's Prime Video saw a significant viewership boost with its first 2024 NFL game, marking the third largest Thursday Night Football game for the platform.
Amazon's NFL streaming deal has led to increased viewership and brand recognition for Prime Video, likely boosting subscriptions and advertising revenue.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80
POSITIVE IMPACT
Comcast benefitted from high viewership during the NFL's opening week, with significant numbers for its prime-time games and Peacock streaming platform.
Comcast's multiple prime-time NFL games and Peacock exclusives attracted high viewership, enhancing advertising revenue and streaming subscriptions.
CONFIDENCE 90
IMPORTANCE 75
RELEVANCE 85
POSITIVE IMPACT
Disney's platforms, including ABC and ESPN, saw 20.5 million viewers for the first Monday Night Football game, reinforcing its strong position in sports broadcasting.
Disney's established NFL broadcasting rights continue to draw large audiences, supporting its advertising and subscription revenue streams.
CONFIDENCE 85
IMPORTANCE 65
RELEVANCE 70
POSITIVE IMPACT
Fox Corporation saw impressive viewership for its Sunday afternoon NFL games, including Tom Brady's broadcast debut, enhancing its sports broadcasting appeal.
Fox's NFL broadcasts, particularly with high-profile games and personalities, attract large audiences, boosting advertising revenue.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 75
POSITIVE IMPACT
Netflix is entering the live sports arena with NFL games, potentially boosting its subscriber base, especially for its ad-supported plan.
Netflix's move into live NFL games could attract new subscribers, particularly to its ad-supported plan, enhancing its competitive position in streaming.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 60
POSITIVE IMPACT
Paramount Global benefits from NFL rights, contributing to strong viewership and advertising revenue during the NFL season.
Paramount's NFL broadcasting rights continue to draw large audiences, supporting its advertising and subscription revenue streams.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 65