Streaming giant Netflix Inc (NASDAQ:NFLX) has a new record on its hand thanks to strong demand for the highly anticipated fifth and final season of "Stranger Things." The record adds to excitement building for what the company calls a strong fourth-quarter content lineup. Netflix Breaks Record First Quarter Record Anticipated Netflix Stock Off From Highs • Track the latest NFLX stock developments here.The fifth season of "Stranger Things," which was released on Wednesday, Nov. 26, now holds the record for ...

RT Bloomberg Live (@BloombergLive)"And year to year, it's anywhere between 92 to 96 of the top 100 most watched television programs are NFL games," @MiamiDolphins' President @TomGarfinkel joins @ares_management’s Michael Arougheti in sharing the impact of the NFL on viewership #PowerPlayers. https://t.co/VDDX9XYCaF ...

Core Insights - The NFL continues to dominate television viewership, with its games accounting for 72 of the 100 most-watched shows last year [2] - Recent deals between the NFL and Disney's ESPN highlight the significant value of NFL content for media companies [3][10] NFL and Disney Deal - The transactions involve rights for various NFL assets, including ownership of the NFL Network and access to the RedZone live highlight show [3] - The NFL will receive a 10% stake in ESPN, valued at approximately $3 billion, along with new license fees [3] - Disney will acquire rights to three out of seven NFL games per week, while the NFL retains the other four games for potential licensing to other media companies [3][4] Market Dynamics - The NFL's strategy appears to involve maximizing revenue by selling game rights in multiple packages to various buyers, rather than consolidating all rights with a single company [5] - The NFL has successfully negotiated deals with other platforms, such as Amazon for Thursday night games and Netflix for Christmas games, indicating a trend of diversifying its media partnerships [5][10] NFL Network Performance - The NFL Network has struggled to attract viewership outside of live games and the annual draft, which has limited its appeal to potential partners [9] - The recent deal suggests that the NFL's leverage has increased as traditional TV viewership declines, making NFL content essential for media companies [10] Strategic Focus - The NFL's media deals head emphasized the importance of finding the right deal rather than rushing into an agreement, indicating a strategic approach to asset management [11] - The deal's success is attributed to the NFL's ability to sell its most valuable asset—live game rights—despite only offering a portion of its total games [12]

Media Rights & Streaming - NFL is extending beyond current platforms, viewing YouTube as a great global platform to reach a broader audience [3][4] - NFL aims to reach fans where they are, targeting different demographics through new platforms as part of their growth strategy [4] - NFL emphasizes consistent game windows, making games special events to mitigate navigation challenges for fans across various streaming platforms [6] - NFL included opt-out clauses in media rights contracts for potential future deals, but no decisions have been made yet, partnerships are valued [8] - NFL will assess CBS's approach to the NFL and their business post-Paramount transaction before making decisions [9] Fan Experience & Game Scheduling - NFL prioritizes the impact on fans when considering flexing games, averaging two flexed games per year [13] - NFL monitors fan reaction closely when moving games, especially Thursday games [13] - NFL aims to ensure the best game is available for the broader fan base nationally and globally [14] International Expansion - NFL hopes to reach 16 regular season international games, with every team playing internationally [18] - NFL aims to create year-round engagement in new international cities through media, partnerships, and club marketing [19][20] - NFL considers packaging international games, leveraging the popularity of the 9:30 AM ET window for European games [21][22] Market & Advertising - NFL is not seeing any impact from tariffs on ticket sales or the advertising market [23] - NFL sales are performing incredibly well, reflecting the value of live sports content for advertisers [23][24]