Netflix Allegedly Aiming to Broaden NFL Games Coverage
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 30 2026
0mins
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: 81.270
Low
92.00
Averages
114.18
High
150.00
Current: 81.270
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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- Advertising Business Expansion: Netflix anticipates its advertising revenue will double to around $3 billion by 2026, enhancing its bargaining power with advertisers and providing stronger leverage in content negotiations.
- Content Diversification Strategy: Netflix is enhancing its content slate across series, films, and emerging categories like podcasts and live events, notably achieving a record 31.4 million viewers for the World Baseball Classic in Japan, marking a historic high for the platform.
- Market Competitive Advantage: Despite increasing competition, Netflix expects to approach 400 million paid subscribers globally by 2031, maintaining its leading position in subscription streaming services, which underscores its strong appeal and sustainability in the global market.
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- Industry Impact: The IPO of SpaceX has sparked interest in emerging tech companies, particularly potential IPOs like OpenAI and Anthropic, which could alter investors' perceptions and strategies regarding market leadership.
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- Competitive Landscape Shift: The merger will combine streaming platforms Paramount+ and HBO Max, enhancing Paramount's competitive position against dominant global tech platforms, highlighting a strategic necessity to counter market leaders.
- Legal Challenge Risks: Despite federal clearance, state attorneys general, including California's, are preparing independent lawsuits to block the merger, putting pressure on Paramount to finalize the deal by September to avoid costly fees, creating a tight timeline.
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