16 handpicked stocks

Beyond The Octagon: Investing In Sports Streaming

Paramount's landmark $7.7 billion deal to stream UFC events signals a major shift in sports media, moving premium content from pay-per-view to subscription services. This transition creates opportunities for companies that support the live sports streaming ecosystem, including content delivery networks and sports data providers.

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Han Tan | Market Analyst

Published on August 12

About This Group of Stocks

1

Our Expert Thinking

Paramount's historic $7.7 billion UFC deal represents a seismic shift from pay-per-view to subscription streaming. This move highlights how live sports have become the ultimate weapon in the streaming wars, with media giants willing to pay premium prices for exclusive content that keeps subscribers engaged and reduces churn.

2

What You Need to Know

This group focuses on the entire sports streaming ecosystem, not just the content creators. As streaming platforms invest billions in live sports rights, they need robust infrastructure including content delivery networks, sports data analytics, and advertising technology to deliver seamless experiences to millions of viewers simultaneously.

3

Why These Stocks

These companies were handpicked by professional analysts as key beneficiaries of the structural shift towards live sports streaming. From streaming platforms securing exclusive rights to the technology providers enabling high-quality delivery, each represents a different piece of this rapidly growing value chain.

Why You'll Want to Watch These Stocks

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The Streaming Wars Just Got Serious

Paramount's $7.7 billion UFC bet shows how desperately streaming platforms need live sports to survive. This arms race for exclusive content is creating massive opportunities across the entire ecosystem.

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Infrastructure Gold Rush

Streaming millions of live UFC fights requires serious technology backbone. Companies providing content delivery, sports data, and streaming infrastructure are positioned to benefit from every major sports deal.

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Subscription Model Revolution

The shift from pay-per-view to subscription streaming is reshaping how sports content gets monetised. Early movers in this transition could capture outsized returns as the model proves its worth.

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