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As Netflix stock surges, an ‘anti-ESPN’ sports strategy emerges

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As Netflix stock surges, an ‘anti-ESPN’ sports strategy emerges

Jake Paul fighting Mike Tyson, the NFL on Christmas Day and a Super Bowl-level Beyoncé performance turned out to be great for Netflix’s business.

The streaming juggernaut reported record new subscriber sign-ups in the last quarter of 2024 — nearly 19 million — bringing the total number of subscribers above 300 million. (As of Wednesday morning, Netflix stock is surging.)

The company was quick to point to the success of its late-year sports programming, including the Paul-Tyson boxing match and its NFL double-header on Christmas, which included a Beyoncé-fronted halftime show that Netflix also packaged on its own, ultimately drawing more viewers than the football games.

Market research firm Antenna estimated that Netflix drove more than 650,000 new subscribers in the days surrounding the NFL games. According to Antenna, the Paul-Tyson fight drove more than 1.4 million subscription sign-ups.

The company laid out its sports programming strategy in its letter to shareholders released Tuesday:

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“We’re not focusing on acquiring rights to large regular season sports packages. Rather, our live strategy is all about delivering can’t-miss, special event programming,” the company said.

That positions Netflix as a sort of an “anti-ESPN.”

By design and necessity, ESPN spends its rights budget on amassing a huge volume of regular-season sports packages. The network’s currency is live games, so it spends prolifically on that programming. (This tonnage of live games will become even more important to ESPN as it launches its own direct-to-consumer sports platform — currently code-named “Flagship” — later this year.) On top of that, ESPN/ABC may have the most marquee events in the history of sports media with upcoming Super Bowls, The NBA Finals, the College Football Championship and the Stanley Cup Final, among others.

The luxurious position Netflix finds itself in is evident in its acquisition strategy. It doesn’t need all of the live sports — it just needs enough “big, memorable” (in its own words) live sports to keep its audience engaged.

With a market cap north of $370 billion — and growing, if Wednesday’s stock-price surge off Tuesday’s quarterly report is any indication — along with its massive global audience, Netflix can both pick and choose what it decides is “can’t-miss” and presumably outspend anyone in the market.

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That is a big reason the Christmas Day football experiment was so important — both for Netflix and the NFL.

Netflix needed to test whether fans would jump from traditional NFL broadcasting platforms to stream games on Netflix, surely understanding that Amazon Prime Video’s Thursday Night Football had proved the concept.

Netflix went all out, hiring dozens of on-air personalities from other networks and, of course, paying Beyoncé to deliver a halftime show that would not have looked out of place at a Super Bowl. The payoff included being the most-watched NFL game ever on a streaming platform.

Netflix has the rights to do Christmas Day games again in 2025 — given Dec. 25 is a Thursday, they will be airing on the same day as one of Amazon Prime Video’s games.

The NFL, naturally, has to be thrilled: They get a deep-pocketed new entrant that can pay top dollar for rights fees, get the product in front of a global audience of a couple hundred million people and put on a broadcast that looks and feels similar to the one fans are used to.

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Netflix is a natural (top) bidder for a new package of NFL games, whether that is a new “18th game,” an international package or something brand-new (like the NFL on Christmas Day, which used to be the province of the NBA).

Now layer in WWE. Netflix poached WWE’s Monday night live show and launched weekly shows earlier this month. While that would seem to fit the description of “large regular season sports package” it claimed to be side-stepping, Monday night WWE’s road show feels more like a “special event” than “multiple games a week.”

What qualifies as a sports-related “special event?” And also happens to be one of the few premium live-sports packages that are available right now?

UFC fights. Keep in mind that WWE and UFC share a parent company (TKO Holdings), so Netflix’s $10 billion investment in WWE could be a show of commitment related to future deals involving UFC. ESPN exclusively owns the full rights through next year. UFC will consider splitting the packages between multiple carriers, sources briefed on discussions told The Athletic.

Netflix also made a big splash last month, acquiring the rights to broadcast the Women’s World Cup in 2027 and 2031. It should not surprise anyone if and when Netflix uses that as a step on the way to acquiring the men’s World Cup that are next available in 2030.

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As it showed with the Paul-Tyson fight and, earlier this year, the live “roast” of Tom Brady, Netflix’s live-programming team doesn’t lack the willingness to evaluate non-traditional ideas, the appetite to air them and the deepest of pockets to acquire them.

And in another interesting twist, Netflix’s presence in the sports space has shown that the leagues need the streamer more than Netflix needs them. This is 180 degrees different from the traditional networks.

ESPN, Fox, NBC and CBS probably would survive if they lost the NFL, but they would not be dominant forces in the sports entertainment culture. Netflix may have been helped by the NFL games, but, if it didn’t have those two Christmas games, it is hard to believe its earnings report would have been drastically different, given its steady output of shows like the second season of “Squid Game” and movies starring A-listers.

The same is true for Amazon. Its Prime Video service is the leader in sports among digital players with its NFL and NBA deals. However, if Amazon decided tomorrow — they’re not, for the record, as they have long-term deals — to drop sports, would they sell one less box of paper towels?

We are in the midst of a great re-bundling of how we watch sports. The biggest long-term challengers to ESPN’s supremacy and to the traditional networks’ top perch are Amazon and Netflix. While the leagues, like the NFL, really want the digital players to become more invested in their games, there is a long-term issue in play: Will Netflix turn more of its strategy to sports?

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Whether Netflix gets UFC will be telling, and it is hard to imagine sports being anything but a boon for Netflix’s relatively new advertising tier.

How this all plays out long-term could have an impact on not only how you watch your games, but the financial makeup of sports.

(Photo by Joe Sargent / Getty Images)

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Justin Thomas, Keegan Bradley get heated with official over pace of play at PGA Championship

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Justin Thomas, Keegan Bradley get heated with official over pace of play at PGA Championship

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After a slow first round at Aronimink Golf Club in Philadelphia on Thursday, pace of play was a point of emphasis at the PGA Championship on Friday.

However, when an official approached Justin Thomas and Keegan Bradley, they became animated.

Thomas, a longtime Team USA Ryder Cup member, and Bradley, last year’s United States captain, were on the fourth hole when they were approached by an official in a cart, and the conversation quickly turned into finger-pointing.

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Justin Thomas and Keegan Bradley watch from the tenth green during the second round of the PGA Championship at Aronimink Golf Club in Newtown, Pennsylvania, on May 15, 2026. (Richard Heathcote/Getty Images)

Thomas said after the round that he, Bradley and fellow USA Ryder Cupper Cameron Young, who won the Cadillac Championship earlier this month, were put on the clock, with the official telling them to pick up the pace. However, both Bradley and Thomas appeared to point at the group in front of them.

“We just didn’t really agree with it,” Thomas said, citing course conditions, high winds and tough pins. “We were behind. That wasn’t our issue… It’s just the fact that we weren’t holding up the group behind us.”

Thomas said they were caught up with the pace on the very next hole.

Justin Thomas plays his shot on the 15th tee during the second round of the PGA Championship in Newtown Square, Pennsylvania, on May 15, 2026. (Bill Streicher/Imagn Images)

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Thomas had a lengthy conversation with the official, while Bradley appeared to make his point short and sweet — though he was definitely not happy with the call.

It is a large PGA Championship field, with 156 golfers at the course and groups even starting their rounds on the back nine. The scores have also been rather high, with just 25 players below par at the time of publishing.

Aronimink also features a shared tee box on 1 and 10, holes 9 and 17 crossing paths, and a lengthy par-3 eighth hole that’s causing problems. Three par-3s are over 200 yards on the course, and there is also a 457-yard par 4 on the fourth.

Keegan Bradley prepares to putt on the 14th green during the first round of the PGA Championship at Aronimink Golf Club in Newtown Square, Pennsylvania, on May 14, 2026. (Bill Streicher/Imagn Images)

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As Chris Gotterup put it on Friday, “You’re not going to get any four-and-a-half hour rounds out here.”

Follow Fox News Digital’s sports coverage on X, and subscribe to the Fox News Sports Huddle newsletter.

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Sparks hold off late Toronto Tempo rally, earn first win of season

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Sparks hold off late Toronto Tempo rally, earn first win of season

The Sparks are finally in the win column, but the outcome was in doubt late Friday night.

Behind double-digit scoring from all five starters, the Sparks had by far their best offensive showing of the season, shooting 63.8% during a 99-95 win over the expansion Toronto Tempo.

The Tempo didn’t make things easy, cutting the deficit to two points late and later trailing by just three with 31 seconds remaining and possession of the ball. Marina Mabrey missed a three-point attempt before late Tempo fouls gave the Sparks enough of a cushion to win.

Kelsey Plum nearly claimed a double-double with 27 points and nine assists, while Dearica Hamby had 19 points with seven rebounds and Nneka Ogwumike scored 20 points.

Erica Wheeler, who started in place of Ariel Atkins (concussion), scored 10 points with seven assists and was a plus-16 as the primary ball handler after starting the season two for 16 from the field. That freed up Plum to be in position to score, setting up a much more efficient Sparks offense.

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Toronto was shorthanded in the frontcourt without starting center Temi Fagbenle (right shoulder), and the Sparks trio of bigs had a field day with 54 points in the paint.

The Sparks came out firing on Friday, opening with a 17-2 run.

The Tempo went on a 10-0 burst heading into the second quarter but the Sparks countered to maintain momentum and led 46-38 at halftime.

A Wheeler three-pointer early in the third quarter gave the Sparks a 20-point lead. The Tempo cut it to three midway through the fourth while Brittany Sykes (27 points, seven assists) sparked Toronto’s rally. The Tempo put up more shots than the Sparks, 70-58, largely because of a 10-2 offensive-rebounding gap.

Cameron Brink’s 10 points were the only ones provided by the Sparks’ bench, while the Tempo got 42 points from reserves.

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Toronto was coming off its first win in franchise history on Wednesday when it defeated Seattle but struggled against a more complete offensive team in the Sparks.

In her return to Los Angeles after winning a national championship with UCLA this spring, Tempo rookie Kiki Rice netted 11 points.

Kate Martin made her Sparks debut as a developmental player with Atkins and Sania Feagin (lower left leg) unavailable and picked up one rebound in six minutes.

The Sparks will face Toronto again on Sunday at Crypto.com Arena.

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Sky vs Mercury betting preview: Why the over 166.5 looks like the play in this WNBA matchup

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Sky vs Mercury betting preview: Why the over 166.5 looks like the play in this WNBA matchup

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The WNBA season has been in session for about a week, so it is far too early to make assumptions about teams. That doesn’t mean we won’t make them; it’s just too early to really believe it. I lost my first WNBA bet this season, so I’m hoping to avenge that loss here as the Sky take on the Mercury.

The Chicago Sky are one of the most poorly run franchises in basketball. They have had some great names on their team and only one championship to show for it.

Phoenix Mercury forward DeWanna Bonner shoots over Indiana Fever guard Aerial Powers in the first half at PHX Arena. (Rick Scuteri/Imagn Images)

There really isn’t a clear indication of what is wrong with the franchise, but they’ve never been able to retain their talent. Aside from Kamilla Cardoso, I can’t name a player on this team that they’ve actually drafted. They just seem to get good players and then show them the door.

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Even though they’ve had questionable front office decisions, they seem to have put together a solid team for this season – something I didn’t expect before the season started.

They are 2-0, which is too early to really say they are a good team. I also want to reserve judgment until they face a team with a longer history than last year. The Portland Tempo played their first-ever game against the Sky, and Golden State was good last year, but still is in just their second season of existence.

The Phoenix Mercury are actually considered one of the best franchises in the league. I’m sure there are issues that people have reported, but for the most part, they have good facilities, and people want to play for their team. They made it all the way to the WNBA Finals last season before falling to the Las Vegas Aces. This year, they are looking to restart that journey and see if they can win the last game of the year.

Phoenix Mercury guard Kahleah Copper dribbles the ball in the second half at CareFirst Arena in Washington, D.C., on July 27, 2025. (Emily Faith Morgan-Imagn Images)

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It will need to come with some better play than they’ve shown through three games this year. They are just 1-2 for the year with a 0-1 home record. The lone win was a blowout victory over the Aces (a clear revenge game if we’ve ever seen one). Then they lost the next two games against Golden State and Minnesota. Losing to the Lynx wouldn’t be a problem, but they didn’t have Napheesa Collier, who still has an ankle injury.

I expect the Mercury to make some adjustments for this game. They haven’t looked very crisp to begin the year, but they’ve been strong on offense, averaging 87 points per game.

The Sky are going to keep relying on their offense to do just enough and their defense to lock in. The Sky do have an edge on the interior, so they can get buckets fairly easily down low. I like the over 166.5 in this game.

Chicago Sky guard Skylar Diggins chases the ball during the fourth quarter against the Golden State Valkyries at Chase Center in San Francisco, Calif., on May 13, 2026. (Bob Kupbens/Imagn Images)

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I also think it is worth betting on Kahleah Copper to go over her point total. Copper had two rough games before she broke out in the last game. Now she has the same sight lines and can attack the bigs from the Sky with her athleticism. Since going to Phoenix, she has scored 29, 7, 16, 25 and 28 points in five games against them.

For more sports betting information and plays, follow David on X/Twitter: @futureprez2024 

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