Join Jonathan Carson, co-founder and CEO of Antenna, as he dives into the NFL's digital revolution. He discusses how exclusive NFL content fuels subscriber growth for streaming platforms like YouTube TV. The conversation also explores the challenges fans face as the league splinters rights across various services. Carson reveals surprising insights into Netflix's viewer spikes during NFL events and predicts dynamic shifts in Super Bowl ratings due to team popularity and out-of-home viewership. It's a captivating look at sports and streaming's intertwined futures!
The NFL's strategic shift to streaming has significantly boosted subscriber retention and daily signups for platforms like Paramount Plus and Peacock.
Tubi's introduction as a free, ad-supported option for viewing the Super Bowl highlights the increasing accessibility of content for non-cable audiences.
Deep dives
The NFL's Role in Driving Streaming Subscriptions
The NFL plays a crucial role in acquiring new subscribers for streaming services, which have become essential to the league's overall strategy. Exclusive NFL game broadcasts on platforms like Paramount Plus and Peacock have shown to significantly boost daily signups, with numbers ranging from 2 to 4 million for key events. This surge isn't just a temporary spike; subscribers who join for NFL content tend to retain their memberships better than average due to a growing interest in season-long programming. Services are now tailoring content specifically to appeal to the NFL audience, resulting in a more strategic approach to maintaining new subscribers.
Transition of NFL Viewing from Linear to Streaming
As the NFL navigates the shift from traditional linear television to digital platforms, it has strategically maintained its relationship with its loyal fanbase. By ensuring that while exclusive content moves to streaming, access remains available to those watching through cable, the NFL is bridging the gap between old and new viewing habits. This careful evolution has allowed the league to embrace the growing number of streaming-first households while still acknowledging the patterns of linear viewership. Furthermore, key partnerships with various streaming platforms are enabling the NFL to create a robust presence in the digital landscape.
The Impact of Tubi on Super Bowl Viewership
The introduction of Tubi as a free, ad-supported streaming option has changed the game for how audiences can access the Super Bowl, potentially increasing overall viewership. For the first time, fans without cable will be able to watch the game directly through Tubi, making it more accessible than ever. This strategy not only enhances Tubi's brand presence but also validates the growing trend of free ad-supported streaming platforms in the market. As Tubi gains traction and more viewers discover it, the NFL anticipates a significant lift in total viewers, benefiting advertisers and partners alike.
Matt is joined by Antenna CEO Jonathan Carson to look at the NFL in the digital age and provide insight on how streamers are leveraging NFL rights as a massive subscriber event. They talk about some moves the league has made to target different fans, how much of an impact live NFL games have had on Netflix, and if the splintering of NFL rights could lead to diminishing returns (02:32). Matt finishes the show with a Super Bowl ratings prediction (25:27).
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