WWE Could Be A Netflix Game Changer, Capitalizing On 'Opportunities To Maximize Fan Growth And Engagement'
WWE Could Be A Netflix Game Changer, Capitalizing On 'Opportunities To Maximize Fan Growth And Engagement'
Sports entertainment company TKO Group Holdings Inc (NYSE:TKO) — owner of the UFC and WWE brands — is gaining exposure due to heightened demand for sports rights.
由于对体育版权的需求增加，UFC和WWE品牌的所有者体育娱乐公司TKO Group Holdings Inc（纽约证券交易所代码：TKO）的曝光率正在增加。
The TKO Analyst: Goldman Sachs analyst Stephen Laszczyk has a Buy rating and price target of $102 on TKO Group Holdings.
TKO分析师：高盛分析师斯蒂芬·拉斯奇克将TKO Group Holdings的买入评级和目标股价为102美元。
The Analyst Takeaways: Key media rights, sponsorships and revenue from live entertainment could provide a boost to TKO Group Holdings, according to Laszczyk.
分析师要点：Laszczyk表示，关键媒体版权、赞助和现场娱乐收入可能会推动TKO Group Holdings的发展。
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相关链接：Dwayne Johnson 在 WWE-Netflix 交易后确定了 “摇滚” 商标：“我的疯狂生活即将结束”
The analyst met with TKO management in Philadelphia ahead of the two-day WrestleMania XL event, held on April 6 and April 7.
在4月6日和4月7日举行的为期两天的WrestleMania XL活动之前，分析师在费城与TKO管理层会面。
"We came away from the weekend with takeaways that we believe support many of the key elements of our Buy thesis, initially outlined in our March 2024 initiation report," Laszczyk said.
拉斯奇克说：“周末结束后，我们获得了一些收获，我们认为这些内容支持了我们最初在2024年3月的启动报告中概述的买入论点的许多关键要素。”
The analyst said WWE had several high-profile events around the WrestleMania event, which included several events and fan experiences.
这位分析师表示，WWE围绕WrestleMania赛事举办了几场备受瞩目的活动，其中包括几项活动和粉丝体验。
Laszczyk highlighted that WrestleMania featured the first ever on-the-mat advertiser for WWE with a Prime Hydration partnership. The analyst also cited how the first night reported over 72,000 attendees for night one on Saturday.
拉斯奇克强调说，WrestleMania以有史以来第一位与Prime Hydration合作的WWE垫上广告商为特色。该分析师还列举了第一晚报告的周六第一晚有超过72,000名与会者。
Another key item for WWE going forward could be its partnership with streaming giant Netflix Inc (NASDAQ:NFLX) for its flagship show, WWE Raw.
WWE未来的另一个关键项目可能是与流媒体巨头Netflix Inc（纳斯达克股票代码：NFLX）合作制作其旗舰节目《WWE Raw》。
"Having one consistent scaled distributor for RAW globally opens up opportunities to efficiently maximize fan growth & engagement," Laszczyk said.
拉斯奇克说：“在全球范围内拥有一家规模稳定的RAW分销商为有效最大限度地提高粉丝增长和参与度开辟了机会。”
The partnership with Netflix could be a game changer thanks to new advertising and sponsorship opportunities, he added, citing cross-selling traditional telecast and inventory with in-arena and ring advertising.
他补充说，与Netflix的合作可能会改变游戏规则，这要归功于新的广告和赞助机会，他列举了将传统电视转播和库存与竞技场内广告和环形广告进行交叉销售。
"It will offer potential ways to collaborate to monetize the super fan through merchandising and selling premium experiences," Laszcczyk said.
Laszcczyk说：“它将提供潜在的合作方式，通过推销和销售优质体验来从超级粉丝中获利。”
TKO's management team also sees the partnership with Netflix adding credibility to the WWE, similar to Disney helping bring credibility to the UFC through a media deal with ESPN.
TKO的管理团队还认为，与Netflix的合作增加了WWE的信誉，就像迪士尼通过与ESPN的媒体协议帮助UFC带来信誉一样。
The WWE is also heading into a media rights negotiation window for premium live events (i.e. WrestleMania, Royal Rumble and SummerSlam) that may also interest potential partners.
WWE还即将进入优质直播活动（即WrestleMania、Royal Rumble和SummerSlam）的媒体版权谈判窗口，这些活动也可能引起潜在合作伙伴的兴趣。
Similarly, the UFC is considered a strong contender for a global media rights deal given its global fan base.
同样，鉴于其全球粉丝群，UFC被认为是全球媒体版权协议的有力竞争者。
The company was spun off from Endeavor Group Holdings (NYSE:EDR) in September.
该公司于9月从奋进集团控股公司（纽约证券交易所代码：EDR）分拆出来。
TKO Price Action: TKO Group Holdings shares are up 2% to $93.98 on Monday versus a 52-week trading range of $72.34 to $102.25.
TKO价格走势：周一，TKO集团控股股价上涨2％，至93.98美元，而52周的交易区间为72.34美元至102.25美元。
WWE illustration created using Shutterstock images
使用 Shutterstock 图片创作的 WWE 插图