Netflix Stock To Get Boost From More NFL Content? Poll Shows Mixed Results

Core Viewpoint - Netflix is expanding its live sports content, particularly with NFL games, which has positively impacted its subscriber growth and viewership metrics during the fourth quarter [1][5][10]. Group 1: Subscriber Growth and Viewership - Netflix added a record 18.91 million paid subscribers in the fourth quarter, ending with 301.63 million total subscribers [5]. - The two NFL games streamed on Christmas Day averaged 24.3 million and 24.1 million viewers, setting new streaming records for the regular season [6][7]. - The Christmas Day games generated significant advertising demand and likely broke even on revenue, excluding the additional subscribers gained [7]. Group 2: Content Strategy and Future Plans - Netflix's chief content officer expressed interest in acquiring more NFL games, specifically targeting Sunday afternoon games, although this was noted as an informal comment [2][4]. - The company is on a three-year deal with the NFL, ensuring at least one game every Christmas Day [6]. - Netflix is also exploring rights for other sports, including the Women's World Cup and potentially Formula 1, indicating a strategic shift towards acquiring more live sports content [10]. Group 3: Market Response and Poll Results - A Benzinga poll indicated mixed responses regarding the addition of NFL games, with only 10% of respondents stating they would subscribe specifically for NFL content [9][11]. - The majority of respondents (56%) preferred other options, suggesting that while NFL content may enhance Netflix's offerings, it may not significantly drive new subscriptions [9][11]. Group 4: Financial Performance - Netflix's stock is currently trading at $972.58, reflecting a 10% increase year-to-date in 2025 and over 57% growth in the past year [12].