Netflix Allegedly Aiming to Broaden NFL Games Coverage
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 30 2026
0mins
Should l Buy NFLX?
Source: stocktwits
Netflix's Christmas Day Game Package: Netflix is in the final year of its three-year Christmas Day game package, for which it paid approximately $75 million per game.
Interest from Competitors: Google’s YouTube and several broadcast partners, including Amazon, have expressed interest in adding additional games to their offerings, particularly for the NFL.
Expansion Plans: Netflix is reportedly looking to expand its current two-game package to four games for the National Football League, including new games like the Thanksgiving Eve game.
Subscription Price Changes: Netflix recently raised its Standard subscription prices in the U.S., with the new prices set at $8.99 for the plan with ads and $19.99 for the standard plan, although no specific date for these changes was mentioned for existing subscribers.
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Analyst Views on NFLX
Wall Street analysts forecast NFLX stock price to rise
38 Analyst Rating
27 Buy
10 Hold
1 Sell
Moderate Buy
Current: 91.020
Low
92.00
Averages
114.18
High
150.00
Current: 91.020
Low
92.00
Averages
114.18
High
150.00
About NFLX
Netflix, Inc. is a provider of entertainment services. The Company acquires, licenses and produces content, including original programming. It provides paid memberships in over 190 countries offering television (TV) series, films and games across a variety of genres and languages. It allows members to play, pause and resume watching as much as they want, anytime, anywhere, and can change their plans at any time. The Company offers members the ability to receive streaming content through a host of Internet-connected devices, including TVs, digital video players, TV set-top boxes and mobile devices. It is engaged in scaling its streaming service, such as introducing games and advertising on its service, as well as offering live programming. It is developing technology and utilizing third-party cloud computing, technology and other services. The Company is also engaged in scaling its own studio operations to produce original content.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Acquisition Decision: Netflix prudently walked away from a significant acquisition following a drop in its stock price on the afternoon of May 1, 2026, demonstrating the company's cautious approach to protecting shareholder interests amid market volatility.
- Market Reaction: This decision negatively impacted Netflix's stock price when the video was published on May 3, reflecting investor concerns about the company's future growth potential, which could affect its short-term market performance.
- Strategic Shift: The abandonment of the acquisition indicates that Netflix may be reassessing its expansion strategy, focusing instead on internal content development and user growth to address the intensifying competition in the streaming market.
- Risk Management: By avoiding high-risk acquisitions, Netflix showcases its risk management capabilities in uncertain market conditions, aiming to maintain long-term financial health and market position.
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- Buyback Plan Update: Netflix announced an additional $25 billion stock buyback in a regulatory filing last month, on top of the remaining $6.8 billion under its 2024 repurchase program, demonstrating the company's commitment to enhancing shareholder value despite current market challenges.
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- Cautious Future Outlook: Despite reaffirming its 2026 targets of $30 billion in revenue and $3.8 billion in adjusted EBITDA, the current quarter's projections fell short of analyst expectations, which may impact investor confidence moving forward.
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- Strategic Partnership Expansion: Amazon deepened its partnership with Netflix by launching the Amazon Audiences feature, allowing advertisers to leverage signals from Amazon's shopping and streaming platforms, thereby expanding the reach of its advertising platform and enhancing ad effectiveness.
- AI Tool Innovations: Amazon expanded Creative Agent to seven additional countries and introduced sponsored product and brand prompts within its AI shopping assistant Rufus, which saw monthly active users grow over 115% and engagement increase nearly 400% year-over-year, indicating that AI-driven shopping experiences will provide sustained growth momentum for its advertising business.
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- Technological Innovation and Partnerships: Amazon has deepened its partnership with Netflix and expanded local advertising collaboration with Comcast Advertising, while also launching interactive video ads and the AI creative assistant CreativeAgent, which enhances ad effectiveness and user engagement.
- Future Growth Potential: With Q1 operating margin hitting a record high of 13.1%, CEO Andy Jassy emphasized that AI-driven shopping experiences will create more opportunities for advertising, suggesting that the advertising segment will continue to play a crucial role in future growth.
See More
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