Welp, Netflix just went full Ted Lasso on us. The OG streaming giant which built its empire on scripted hits and a ruthless password crackdown my ex is still bitter about, just snagged the U.S. streaming rights for the 2027 and 2031 FIFA Women’s World Cups. That’s 128 games of international soccer action heading straight to your Netflix homepage, baby.
(Source: Giphy)
In short, this is a bold move, and it’s Netflix’s most audacious play yet as they look to not only position themselves more into live sports—but to also cash in on an audience that traditional broadcasters have been criminally undeserving. But here’s the kicker (pun totally intended): Netflix isn’t just competing with Fox or ESPN. It’s competing with itself, its tech infrastructure, and the patience of its subscribers.
(Source: Wall Street Journal)
You see, Netflix isn’t new to sports—just new to real sports. Sure, they’ve flirted with live events like the Jake Paul vs. Mike Tyson boxing match (more on that trainwreck later) and churned out sports-adjacent hits like F1: Drive to Survive. But this is the first time they’ve fully committed to a major international tournament. So why TF women's soccer? Well, because it checks all the boxes.
For one, the sport is seeing massive growth potential. For example the 2023 Women’s World Cup drew over 2 billion viewers globally. That’s not just a statistic—that’s a business case. Additionally, you have the ad goldmine that it brings. ICYMI, women’s sports audiences are loyal, undervalued, and increasingly lucrative. With Netflix’s ad-supported tier being its fastest-growing segment, this is less about soccer and more about selling you detergent during halftime. Which again is why Netflix is betting that the Women’s World Cup can do for its live sports ambitions what Stranger Things did for ‘80s nostalgia: make it indispensable.
(Source: Market Watch)
Now with all that said, can Netflix actually pull this off unscathed? As we all know, streaming a World Cup isn’t the same as dropping a new season of The Crown. This is live, global, and high-stakes. And if we’ve learned anything from the glitch-riddled Jake Paul vs. Mike Tyson fight, Netflix’s live-streaming game needs more work than a late-stage startup’s business model.
For more context, the Paul-Tyson fight was a buffering nightmare, with fans rage-tweeting about pixelated screens like it was 2005 and they were still on LimeWire. If Netflix can’t fix this, it risks alienating a massive audience before the first whistle even blows.
(Source: X)
Plus, sports fans aren’t your typical binge-watchers. They demand real-time, flawless streams. Especially with the growing number of degenerates who are putting their hard earned money on the line for these events. Meaning, anything less, and Netflix will be body-bagged by consumers. And when you’re competition includes the likes of Disney+, Amazon Prime Video, and even Apple—Netflix needs to prove it can not only play the game but dominate it.
In the end though, if Netflix nails this, it will just be another defining moment as to why they are the Nvidia of entertainment. But if they fumble the bag? Well, let’s just say the memes will write themselves, and you won’t need to hit “Skip Recap” because your feed on X will do it for you in real time.
So yeah, do what you will with this information and place your bets accordingly. In the meantime, stay safe, stay frosty, and have a wonderful Christmas week ahead! Until next time…
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Stocks.News holds positions in Netflix, Disney, Amazon, and Apple as mentioned in the article.
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