Executive Summary
The NFL has evolved into a $25 billion annual revenue machine, fundamentally reshaping the media landscape through strategic streaming partnerships. Amazon's Thursday Night Football averaged 15.33 million viewers in 2025, the highest in the format's 20-year history, while Netflix's Christmas games drew 30 million viewers—significantly exceeding average network TV games. The league's international strategy is accelerating with seven games across five countries and a stated goal of 16 internationa...
Key Investment Opportunity
Streaming Platform NFL Rights Premium
Tech platforms with NFL rights command pricing power in subscription and advertising markets as live sports become the last appointment viewing content
This is a preview. Log in to see the full analysis including investment opportunities, risks, catalysts, and detailed insights.