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.
由於對體育版權的需求增加，UFC和WWE品牌的所有者體育娛樂公司TKO Group Holdings Inc（紐約證券交易所代碼：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分析師：高盛分析師斯蒂芬·拉斯奇克將TKO Group Holdings的買入評級和目標股價爲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.
分析師要點：Laszczyk表示，關鍵媒體版權、贊助和現場娛樂收入可能會推動TKO Group Holdings的發展。
Related Link: Dwayne Johnson Pins Down 'The Rock' Trademark After WWE-Netflix Deal: 'My Crazy Life Is Coming Full Circle'
相關鏈接：Dwayne Johnson 在 WWE-Netflix 交易後確定了 “搖滾” 商標：“我的瘋狂生活即將結束”
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日舉行的爲期兩天的WrestleMania XL活動之前，分析師在費城與TKO管理層會面。
"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.
拉斯奇克說：“週末結束後，我們獲得了一些收穫，我們認爲這些內容支持了我們最初在2024年3月的啓動報告中概述的買入論點的許多關鍵要素。”
The analyst said WWE had several high-profile events around the WrestleMania event, which included several events and fan experiences.
這位分析師表示，WWE圍繞WrestleMania賽事舉辦了幾場備受矚目的活動，其中包括幾項活動和粉絲體驗。
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.
拉斯奇克強調說，WrestleMania以有史以來第一位與Prime Hydration合作的WWE墊上廣告商爲特色。該分析師還列舉了第一晚報告的週六第一晚有超過72,000名與會者。
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未來的另一個關鍵項目可能是與流媒體巨頭Netflix Inc（納斯達克股票代碼：NFLX）合作製作其旗艦節目《WWE Raw》。
"Having one consistent scaled distributor for RAW globally opens up opportunities to efficiently maximize fan growth & engagement," Laszczyk said.
拉斯奇克說：“在全球範圍內擁有一家規模穩定的RAW分銷商爲有效最大限度地提高粉絲增長和參與度開闢了機會。”
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.
他補充說，與Netflix的合作可能會改變遊戲規則，這要歸功於新的廣告和贊助機會，他列舉了將傳統電視轉播和庫存與競技場內廣告和環形廣告進行交叉銷售。
"It will offer potential ways to collaborate to monetize the super fan through merchandising and selling premium experiences," Laszcczyk said.
Laszcczyk說：“它將提供潛在的合作方式，通過推銷和銷售優質體驗來從超級粉絲中獲利。”
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的管理團隊還認爲，與Netflix的合作增加了WWE的信譽，就像迪士尼通過與ESPN的媒體協議幫助UFC帶來信譽一樣。
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還即將進入優質直播活動（即WrestleMania、Royal Rumble和SummerSlam）的媒體版權談判窗口，這些活動也可能引起潛在合作伙伴的興趣。
Similarly, the UFC is considered a strong contender for a global media rights deal given its global fan base.
同樣，鑑於其全球粉絲群，UFC被認爲是全球媒體版權協議的有力競爭者。
The company was spun off from Endeavor Group Holdings (NYSE:EDR) in September.
該公司於9月從奮進集團控股公司（紐約證券交易所代碼：EDR）分拆出來。
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價格走勢：週一，TKO集團控股股價上漲2％，至93.98美元，而52周的交易區間爲72.34美元至102.25美元。
WWE illustration created using Shutterstock images
使用 Shutterstock 圖片創作的 WWE 插圖