Netflix has been confused about television business for nearly 20 years, but recent programming innovation (live events such as boxing crashes between Mike Tyson and Jacque Paul) have been standard networks since the 1950s. did.
Currently, the streaming group has added an old -fashioned format to the lineup chat show. In a presentation of stars in Hollywood last week, comedian John Muranny announced in March that a weekly variety show called Everybody’s Live with John Murny.
“If it is as popular as a show from Korea, we will be the largest talk show in history,” Muranie joked and mentioned a huge viewer drawn in Netflix squid games. 。
The purpose of Netflix to live programming is to promote the revenue to the new advertising business, another foundation of the classic television model. In 2022, when investors were worried about slowing down to the subscriber’s growth, the company broke the opposition to advertising for many years by launching a cheaper advertising support option.
The push seems to be working, despite some minors but well -known technical problems.
The battle between Tyson Paul in November is the most streaming sporting event so far, leading to the rapid increase in new Netflix subscribers, and two NFL games (Beyonce’s half -time performance) in Christmas in the United States. So we created up to $ 180 million. To Bernstein.
With the same quarter, they drove Netflix to a new 19MN new subscriber to exceed 300MN.
The boxing game between Mike Tyson and Jake Paul arrived for a car fight, led to the rapid increase in new Netflix subscribers © Stephen McCarthy/Sportsfile.
The momentum continues in the New Year. Netflix debuted last month a weekly live stream of World Wrestling Entertainment’s Raw. WWE stated that Netflix audience was twice as large as old trading on television.
The 10 -year WWE trading is a perfect example of live programming that Netflix searched. “We love doing noisy things. It’s surprising. It’s really possible to create a lot of conversations,” she told Financial Times. “Live (Streaming) is an excellent tool for expanding to various types of programming.”
She said that wrestling was attractive to Netflix. Because it has a faithful and all -aged fan base and created new weekly programming all year round. According to analysts, these qualities are also attractive to advertisers.
Bela Bajaria, the highest content of Netflix, stated that live streaming is a “great tool to expand to various types of programming” © Presley Ann/Netflix Getty Images
“The goal of Netflix is that you are constantly returning, and the beauty of content like WWE is new every Monday,” says Rich Greenfield, an analyst of Lightshed Partners. 。 “For advertisers, (attractiveness) is live and acquiring programming that works around the world.”
Live programming push was consistent with the powerful run of the company. The stock price rose 83 % in 2024, increasing this year to $ 10 % to $ 981. However, some analysts in Wall Street say that there is more space to rise.
“I definitely believe that they will continue to grow,” said Bernstein analyst Laurent Yoon. He expected that the growth of powerful subscrients will continue to grow, especially in non -US markets, which were far below the US level. “Netflix has recently been proven to be a reliable destination for live events,” he added.
The financial recovery from the 2022 “Great Netflix Correction” seems to have helped the company to regain that SW step.
Bajaria, who announced Netflix’s 2025 lineup last week, stated that Netflix was more than more credit than the original “Fame” program, and rely on the sequel in a rival Hollywood Studio.
“We are not afraid of a big and bold swing,” she said. She refers to Emilia Perez, who has been nominated for 13 Academy Awards, including the Best Picture. “We were more Oscar nominated than any other studio.”
Netflix film “Emiliapérez” received 13 Oscar Nominates © Why Not Productions/Netflix
The company also streams more live sports, including the return of NFL games on Christmas. Netflix has also secured US rights of the FIFA Women’s World Cup in 2027 and 2031.
The problem is that Netflix can acquire a large global viewer for live sports, so the problem is how fast it is and how happy you spend. Boxing match success, NFL games, and its popular sports documentaries have promoted the story that Netflix will sign a streaming contract with the major league.
The company has reduced such speculation by quoting the high cost of sports rights. Bernstein’s Yoon says that even if expensive rights trading for soccer, basketball, NFL, or baseball, you can see Netflix, a “niche sports” transaction that attracts viewers. Ta.
Other streaming companies have paid sports rights, including Amazon, who agreed to pay about $ 1 billion per year to the monopoly of NFL games on Thursday night night. Apple has the right to stream some major league baseball games and major league soccer.
In January, Ted Sarandos, a co -owned manager of Netflix, repeatedly purchased expensive and multi -year sports right packages in January, saying “I’m excited about everything” in December. Excluded.
“But the fundamental economics of the full -season major league sports is very challenging,” he said. “If there is a way that can actually function economics in both the league and the league, we will definitely explore.”
