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北京时间·🕒 发布 07-08 05:27:52时区推断·⟳ 抓取 07-08 05:29:15·⚡ 决策 07-09 00:18:38 +18h49m·110.8 天前

Netflix、迪士尼和 YouTube 等据称有意竞购 2030/2034 年世界杯美国转播权

这只是媒体公司对远期体育版权竞购的初步兴趣报道,尚未进入正式报价、签约或财务指引阶段。

📄 原文CNBC Top News↗ 原文
As the FIFA World Cup captures massive global audiences, media companies are preparing to pay billions for the rights t…
不做 Netflix(NFLX.US)
只是远期竞购兴趣报道,未签约、未披露确定财务增量,且对 Netflix 这种大市值公司不足以构成可交易短线催化。
不做 迪士尼(DIS.US)
事件尚处匿名消息源和初步预算阶段,无法判断对收入、利润或估值的净影响。
不做 Alphabet(GOOGL.US)
YouTube 潜在竞购世界杯版权相对 Alphabet 市值和收入基数过小,且没有确定订单或收入指引。
不做 Fox(FOXA.US)
当前只说明未来竞标竞争可能加剧,尚未确认 Fox 失权或承担更高成本,方向不够明确。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)

研究档案

🔎 新鲜度:最早出现 2026-07-07 · 扩散 medium · price-in 风险 medium ↗

关键理由

  • 这只是媒体公司对远期体育版权竞购的初步兴趣报道,尚未进入正式报价、签约或财务指引阶段。
  • 潜在相关方多为 Netflix、迪士尼、Alphabet、亚马逊、苹果、康卡斯特等超大市值公司,未披露确定金额归属或可量化利润增量,不足以形成主标的短线重定价。
  • 若版权价格升至每届 15-20 亿美元,反而可能体现成本压力,但目前没有确定中标方和付款义务,无法形成明确同向交易。

主要风险

  • 后续若 FIFA 正式启动竞标并披露独家中标方、价格和商业化安排,才可能重新评估对具体公司的财务影响。
  • 当前报道仍是匿名消息源和远期谈判预期,交易窗口内缺少确定催化。

原文全文

展开原文 · 4,991 字
As the FIFA World Cup captures massive global audiences, media companies are preparing to pay billions for the rights to the next two men's tournaments.
Netflix, Disney and Alphabet's YouTube are all interested in challenging Fox for the U.S. broadcast rights to the 2030 and 2034 World Cup, according to people familiar with the matter.
Amazon, which currently owns UEFA Champions League rights in the U.K., and Apple, which owns global MLS rights, could also enter the mix, further fueling a potential bidding war for the rights.
Discussions between FIFA and potential media partners are expected to begin sometime in the next three months, according to people familiar with the matter.
FIFA has alerted media companies during preliminary talks, which began earlier this year, that English- and Spanish-language U.S. rights are likely to be sold together, rather than separately as they have been for previous Cups including 2026, according to the people, who asked not to be named because the discussions are private.
Fox paid $485 million for the English-language rights for this year's tournament, hosted across North American cities, according to The Athletic. NBCUniversal's Telemundo paid $600 million for the Spanish-language rights, according to people familiar with the matter.
Executives at various media companies are budgeting between $1.5 billion and $2 billion for the U.S. rights to each tournament across languages, said the people. The last time FIFA negotiated a deal, with Fox and Telemundo, was in 2011. Four years later, FIFA extended that deal through 2026.
FIFA won't sell global rights to the tournament, because different countries have regulations that mandate the World Cup must be sold over the air. But U.S. rights will be coveted, with major viewership and advertising opportunities.
Netflix, Disney and YouTube all view the World Cup as a potential major boost for their streaming services, according to the people familiar.
Disney could also air games on ESPN and ABC, which could be appealing to FIFA as the broadcast on Fox has seen strong ratings this year. FIFA has already shown interest in Netflix by awarding it the Women's World Cup in 2027 and 2031.
Spokespeople for FIFA, Netflix, YouTube and Disney declined to comment.
Selling one package
Selling the English- and Spanish-language rights as a single package could help FIFA garner a higher price, driving up bids from eager media partners looking for big ratings. The combined TV audiences for U.S. games in recent weeks have rivaled NFL playoff games.
It could also help eliminate some tensions between rival media companies airing the same games.
Though Telemundo bought only the Spanish-language rights through 2026, it has claimed some unknown population of English speakers watching games in the U.S. via the Peacock streaming service, dampening Fox's World Cup reach.
Peacock charges just $10.99 per month, while Fox's streaming service, Fox One, costs $19.99 per month.
Telemundo also signed actor Owen Wilson, who isn't Latino or known for speaking Spanish, as a spokesperson for the Spanish-language coverage of the World Cup, blurring the lines for an American audience that speaks both English and Spanish.
If English- and Spanish-language games are sold together, NBCUniversal isn't likely to compete for the rights at a price nearing $2 billion, according to people familiar with the matter. That would remove Telemundo as a future partner.
Comcast announced last month it intends to spin out NBCUniversal, putting more investor focus on its future finances. NBCU already pays billions per year for the NFL's "Sunday Night Football" and NBA basketball. An NBC spokesperson declined to comment.
Leaving U.S. time zones
Both the 2030 and 2034 World Cup are in less appealing time zones for U.S. TV viewership than this year's World Cup, which is taking place in the U.S., Mexico and Canada.
The 2030 World Cup will take place in Morocco, Portugal and Spain, where there is a five- or six-hour time difference with the U.S. Eastern time zone. The 2034 World Cup will be hosted by Saudi Arabia, where the time difference is even more dramatic.
Still, the outsized ratings for this year's World Cup will likely drive the price significantly higher.
Last week's U.S. victory over Bosnia and Herzegovina was the most-watched soccer telecast in English-language history, averaging more than 26 million viewers, according to Fox Sports.
Another 9.8 million viewers watched the game on either Telemundo or Peacock.
Monday night's game between the U.S. and Belgium will likely report even higher ratings. While Nielsen ratings haven't been released, the combined English and Spanish audiences for the U.S.-Belgium game averaged 47.9 million viewers, according to estimates from AdImpact.
Even non-U.S. games have drawn big audiences. More than 11 million viewers watched Portugal vs. Croatia on Fox, making it the most-watched non-finals game in U.S. history that didn't involve the U.S. team.

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