I’ve been a huge fan of UFC and WWE for over a decade and have watched how these sports have evolved over time from the traditional PPV model to major partnerships with streaming platforms like Netflix and Paramount/Skydance.
The company’s owners and executives are also closely connected to the current administration, particularly Dana White and Donald Trump. Dana White’s recent appointment to Meta’s board highlights the untapped potential between sports entertainment, streaming, and technology.
Looking ahead, I believe the UFC will continue expanding into more countries next year, opening up even larger global markets. The upcoming White House card could also showcase to the world how far MMA has come since its early days in the 1990s.
Are there any TKO shareholders here? I’m curious to hear your thoughts on the company’s prospects over the next few years.
Is $TKO (UFC & WWE) the next sleeping giant in media?
byu/Moonshot2026 instocks
Posted by Moonshot2026
6 Comments
UFC has mostly plateaued while WWE shows continually stronger revenue growth. So it’s hard to say. But if you asked me, do I think the stock will be worth more a year from now than it is today, I’d say absolutely. The brand as a whole has a lot of momentum
TKO’s last five year cumulative return including dividends are 5% higher than voo
Voo 83.% tko was 88%
So it’s probably gonna be worth it if you consider a bear market is coming . A fecent low risk investment
I’m not a personal fan in the long-term. And the stock is trading too richly atm for the short-term. TKO’s current strategies just involve too much short-term milking at the expense of pushing fans out in the long-term. We’re already seeing noticeable decline in WWE attendance and a significant decline in viewership on Netflix since their debut. They are getting crazy good money from the Saudis right now which can continue to propel them in the short-term, but eventually their core is going to suffer. Wrestling as a whole has been in decline in the long-term. And UFC has just been stagnant.
The average wrestling viewership age has been consistently rising and is now in the 40-50 age range. I could see Vince’s attempts at least to try to bring in younger viewers. It feels like they’ve kind of given up on that.
I’d at least wait for a better opportunity. IIRC that debt from the WWE purchase is maturing in 2026.
There are rumours that Trump is ready to sign an executive order legalising fights to the death in the octagon. Apparently illegal immigrants will receive citizenship if they survive. So yeah I’m bullish…
There is really no growth and the company is in debt in the billions. They will sell to the Saudis sooner or later. They have not been delivering the viewership on their streaming deals for what they are getting paid. Stock is trading too high currently.
Ngl I’d rather buy Paramount Skydance, they will be the ones benefiting from increased UFC viewership going forwards, plus the stock is on a major dip right now