Core Insights - Netflix is expanding its sports content lineup, potentially adding UFC fights to its offerings, which already include NFL games, women's soccer, and WWE matches [1][2][5] Group 1: Current Sports Content and Demand - Netflix experienced significant demand for its boxing event featuring Mike Tyson and Jake Paul, as well as its first NFL games on Christmas Day [1] - The addition of WWE matches in January further enhances Netflix's live sports content [1] Group 2: UFC Rights Negotiations - UFC is currently in an exclusive negotiating window with ESPN for rights that will begin after 2025, with a reported demand for around $1 billion annually [3][4] - Other interested parties for UFC rights include Netflix, Amazon, and Warner Bros. Discovery, especially as ESPN's handling of recent events has faced criticism [4][5] Group 3: Potential Impact on Netflix - If ESPN is unable to renew its deal, Netflix could become a frontrunner for UFC rights due to its previous success with boxing events [5] - Netflix's strategy may involve offering some UFC fights for free to its existing subscribers while keeping others as pay-per-view [6] Group 4: Upcoming Events and Subscriber Growth - Netflix will stream a rematch between Katie Taylor and Amanda Serrano, which is expected to attract significant viewership, further solidifying its position in women's sports [7] - The ongoing expansion into live sports content is seen as a strategy to boost subscriber numbers and reduce churn [8] Group 5: Stock Performance - TKO Group Holdings stock is currently trading at $147.27, reflecting a year-to-date increase of 3.2% and an annual increase of 81.2% [8] - Netflix stock is trading at $919.68, with a year-to-date increase of 3.7% and an annual increase of 50.5% [9]