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21:00
Aug 03 ◎
Aug 03 ◎
PARA
NFLX
TKO
▾
HIGH
The Paramount+ deal is driving significant engagement and is working as intended, indicating strong execution of the partnership.
"Since the start of the year, 20 million subscriber households have watched more than 200 million hours of UFC programming on Paramount+."
PARA WATCH
Netflix's global rollout for WWE is progressing, expanding the partnership into new markets and driving international growth.
"beyond our expansion with Netflix into Italy, we recently launched premium live events with the streamer in Germany, Austria and Switzerland as markets continued to come online."
NFLX WATCH
Management is confidently raising full-year guidance on the back of strong H1 performance and clear momentum across all segments, signaling a 'beat and raise' trajectory.
"we are raising our full-year 2026 guidance for revenue in adjusted EBITDA. We are now targeting revenue of $5.775 billion to $5.825 billion and adjusted EBITDA of $2.275 billion to $2.305 billion"
TKO WATCH
HIGH
21:00
May 06 ◎
May 06 ◎
NFLX
CMCSA
AAPL
N/A
STLA
▾
HIGH
Netflix's deal to license the WWE archive signals strong early engagement with WWE's premium content and indicates the streaming platform's commitment to expanding its sports-adjacent library.
"Early in Q1, Netflix became the official U.S. home of WWE's archive, which comprises decades of WrestleMania, SummerSlam, and Royal Rumble content. Netflix confirmed this deal actually in direct response to early success they've had with"
NFLX WATCH
The multi-year media rights deal with Sky Sports for Zufa Boxing secures distribution in key UK markets, accelerating the growth of a major new property.
"we've secured a multi-year deal with Sky Sports for the UK and Ireland, two of the most pivotal and important boxing markets in the world."
CMCSA WATCH
IMG's significant production and integration contract with Apple for F1 broadcasting lays the groundwork for a potentially major long-term partnership and showcases IMG's technical expertise.
"At IMG, we are powering Apple's debut season as the U.S. broadcaster of Formula One, integrating every feed to their platform and producing content from our Stockley Park headquarters in the U.K."
AAPL WATCH
A new long-term partnership with World Rugby is a strategic win for IMG, positioning it for major hosting and media rights work ahead of two Rugby World Cup cycles in North America.
"We have also agreed to a long-term strategic partnership with World Rugby ahead of the 2031 and 2033 Rugby World Cups in North America."
N/A WATCH
High-profile sponsors like Ram and Crypto.com are paying a premium to associate with the UFC's unique White House event, a signal that innovative live events can command significant marketing dollars.
"Ram Trucks and Crypto.com are signed as co-presenting partners of Freedom 250, and the limited marketing inventory available for this singular event is now sold out."
STLA WATCH
A key crypto sponsor is committing significant marketing spend to UFC, indicating continued confidence in reaching a valuable audience through sports partnerships despite prior sector headwinds.
"Ram Trucks and Crypto.com are signed as co-presenting partners of Freedom 250, and the limited marketing inventory available for this singular event is now sold out."
BLOK WATCH
TKO's financials no longer reflect corporate expense allocations from Endeavor, and they are incurring costs to replicate those services internally, marking a structural transition in the relationship.
"...As we discussed on prior calls, from the close of the acquisition on February 28, 2025 forward, there are no Endeavor corporate expense allocations included in our financial results."
EDR WATCH
CBS simulcast of UFC 326 was the most-watched live UFC event since 2016, and the CBS audience alone was over 270% above last year's average, demonstrating the massive sampling power of widely available linear broadcasting. — This validates the strategy of using broad linear reach to acquire new combat sports fans, potentially augmenting the value of future rights negotiations and brand partnerships.
"UFC's Paramount Plus debut on January 24th set the bar, reaching more homes than any UFC event in nearly a decade. but it was our numbered event in March that showed the real power and potential of this partnership. Our first CBS"
PARA WATCH
Management is enthusiastic about and anticipating the Warner Bros. Discovery-Paramount merger, seeing it as a major opportunity to increase distribution for UFC and other properties across WBD's combined platforms.
"the idea of all of these assets, platforms, and reach devices, being in the hands of David Ellison and his team, just given what we've seen already from this partnership, we are ecstatic and, frankly, anxious for them to close this deal"
WBD WATCH
Management is firmly confident in its full-year targets, reaffirming guidance for over 40% EBITDA growth driven by new media rights deals, live events, and partnerships, while maintaining a strong capital return program.
"As noted in our press release, based on our performance for the first three months of the year and our anticipated performance for the remainder of the year, we are reaffirming our expectations. For full year 2026, we continue to target"
TKO WATCH
HIGH
22:00
Feb 25 ◎
Feb 25 ◎
DIS
META
IBM
NFLX
PARA
▾
HIGH
The multi-year deal with ESPN gives WWE a powerful promotional partner in the US and expands its reach to a broader sports audience.
"we brought WWE PLEs to ESPN, kicking off the five-year partnership with the first-ever WrestlePalooza"
DIS WATCH
TKO is expanding its sponsorship portfolio into new categories, adding major tech and consumer brands as partners.
"healthy combination of expanded renewals with market-leading brands like Monster Energy and innovative new category alliances with Meta, IBM, PolyMarket, DoorDash, and RAM"
META WATCH
IBM's partnership underscores TKO's ability to attract enterprise tech sponsors looking to reach its demographic.
"innovative new category alliances with Meta, IBM, PolyMarket, DoorDash, and RAM"
IBM WATCH
The strong engagement of WWE content on Netflix validates the partnership and indicates continued high demand for live sports on the platform.
"We launched WWE on Netflix in January 2025. Over the course of the first year of this 10-year deal, viewers streamed 525 million hours of content"
NFLX WATCH
The massive $60 million White House UFC event is a strategic investment expected to generate massive earned media and subscriber acquisition, but will result in a net ~$30 million loss. — This planned loss is a deliberate cost to help Paramount+ grow its subscriber base, but it is a one-time cash hit for TKO that is not indicative of long-term margin trends.
"UFC's $7.7 billion deal with Paramount, where it joins the NFL, NCAA Final Four, UEFA Champions League, and the Masters"
PARA WATCH
Management is signaling a disciplined, execution-focused year in 2026, with growth driven by locked-in media rights deals and a clear strategy for partnerships and live events, resulting in a confident, long-term outlook.
"While we will always be opportunistic, I want to reiterate past commentary that 2026 is a year of execution for us. We are an execution story."
TKO WATCH
HIGH
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