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DETROIT, MI – SEPTEMBER 29: Kansas City Chiefs quarterback Patrick Mahomes (15) runs with the ball during a regular season game between the Kansas City Chiefs and the Detroit Lions on September 29, 2019 at Ford Field in Detroit, Michigan. (Photo by Scott W. Grau/Icon Sportswire via Getty Images)

Icon Sportswire | Icon Sportswire | Getty Images

On any given Sunday, there will be more National Football League games available on streaming services than ever before — some even exclusively.

The NFL season kicks off Thursday with the Super Bowl champions Kansas City Chiefs hosting the Detroit Lions. Since the season opener is considered a “Sunday Night Football” game on the schedule, NBCUniversal will air the game on both its broadcast network and streaming app, Peacock.

This more aggressive shift toward streaming comes after several seasons of companies such as Paramount Global, Comcast’s NBCUniversal and Disney‘s ESPN showing games simultaneously on streaming services and traditional TV. Now, media companies are bulking up their streaming platforms with more exclusive content in hopes of not only signing up more subscribers, but also locking them in as long-term customers.

Later in the season, Peacock, along with Disney’s ESPN+ and Amazon, will have games that will be streamed only. Google’s YouTube TV and the NFL’s streaming service will also become bigger players in the streaming game.

Streaming may also play a bigger role in NFL viewership as Disney’s networks have gone dark for customers of cable-TV provider Charter Communications, which could coax football fans to opt for internet TV bundles such as Fubo.

When media giants signed NFL media rights deals in 2021, valued at more than $100 billion, more of those deals included the rights to streaming games. Plus, in this past year, the NFL sold the media rights to its “Sunday Ticket” to Google‘s YouTube TV for about $2 billion annually, shifting access to the package of out-of-market games to a streaming-only audience.

NFL Commissioner Roger Goodell had pushed for a streaming-only home for “Sunday Ticket,” saying in the months ahead of closing the deal that he thought it was “best for consumers at this stage.”

Who’s streaming the NFL?

More and more NFL games are being offered through streaming services in addition to their broadcast and pay-TV homes, but this season will see more games exclusively available outside the traditional TV ecosystem.

“I don’t think simulcasts had a material impact on streaming services, which is why they’re pushing so much more exclusively to these platforms,” said Daniel Cohen, executive vice president of global media rights consulting at Octagon.

Two exclusive games will air on NBCUniversal’s Peacock this season. NBCUniversal earlier started simultaneously airing “Sunday Night Football” on NBC and Peacock. Its first-ever regular season game on Peacock happens late in the season in December when the Buffalo Bills take on the Los Angeles Chargers.

The first-ever NFL wild card playoff game to be solely streamed occurs shortly after that on Jan. 13 on Peacock.

“Expanding the digital distribution of NFL content while maintaining wide reach for our games continues to be a key priority for the league, and bringing the excitement of an NFL playoff game exclusively to Peacock’s streaming platform is the next step in that strategy,” Hans Schroeder, executive vice president and chief operating officer of NFL Media, said in a release earlier this year.

The NFL has been a vehicle for attracting more Peacock subscribers, Comcast executives have said on recent investor calls. Peacock had 24 million subscribers as of June 30.

The Kansas City Chiefs’ Skyy Moore celebrates scoring a touchdown, Feb. 12, 2023.

Brian Snyder | Reuters

“Sunday Night Football,” the top-rated prime-time show on TV, averaged nearly 20 million viewers last year, and its Peacock audience has been slowly growing in the single-digit percentage range.

Paramount+ also airs games on both broadcast network CBS and its Paramount+ platform, although it doesn’t have any exclusive offerings. Fox Corp., which also owns the rights to Sunday NFL games, doesn’t stream games other than through its authenticated app, which requires a pay-TV subscription.

Disney, which holds the rights to “Monday Night Football,” will air an international NFL game exclusively on its ESPN+ platform for the second time since last season.

Other than this, games that exclusively air on Disney’s broadcast network ABC will also be on ESPN+, as well as some “Monday Night Football” games that air on ESPN. ESPN+ had 25.2 million subscribers as of July 1.

More people may opt into streaming services to watch “Monday Night Football” this season depending on how long the carriage blackout between cable company Charter and Disney drags on. Disney alerted Charter customers they can subscribe to internet TV bundles such as its Hulu + Live TV.

Meanwhile, Amazon’s Prime Video, which enters its second season as the home of “Thursday Night Football,” will exclusively stream the first-ever Black Friday game after Thanksgiving this year, which will see the New York Jets host the Miami Dolphins.

Amazon’s inaugural “Thursday Night Football” game last season attracted more than 13 million viewers, the most streamed game ever, according to Nielsen. During that same game, Amazon saw a record amount of Prime signups during a three hour period during its debut game.

On top of this, those who want to watch out-of-market games on “Sunday Ticket” will have to subscribe to YouTube TV, shifting the package away from satellite-TV provider DirecTV for the first time ever.

The league’s own NFL+ will also become a beefed up offering this year, offering access to the NFL Network and NFL RedZone channels.

But will these exclusive games be enough to move the needle? It depends, Cohen said.

“One of three things will happen,” Cohen said. “Fans will not care enough to dig into their wallet for a subscription, or they will sign up for a free trial subscription and cancel after the games, or they will pirate the game.”

Disclosure: Comcast owns NBCUniversal, the parent company of CNBC.

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Google to test using AI to determine users’ ages

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Google to test using AI to determine users’ ages

Google chief executive Sundar Pichai speaks during the tech titan’s annual I/O developers conference on May 14, 2024, in Mountain View, California. 

Glenn Chapman | Afp | Getty Images

Google will start using artificial intelligence to determine whether users are age appropriate for its products, the company said Wednesday.

Google announced the new technique for determining users’ ages as part of a blog focused on “New digital protections for kids, teens and parents.” The automation will be used across Google products, including YouTube, a spokesperson confirmed. Google has billions of users across its properties and users designated as under the age of 18 have restrictions to some Google services.

“This year we’ll begin testing a machine learning-based age estimation model in the U.S.,” wrote Jenn Fitzpatrick, SVP of Google’s “Core” Technology team, in the blog post. The Core unit is responsible for building the technical foundation behind the company’s flagship products and for protecting users’ online safety. 

“This model helps us estimate whether a user is over or under 18 so that we can apply protections to help provide more age-appropriate experiences,” Fitzpatrick wrote.

The latest AI move also comes as lawmakers pressure online platforms to create more provisions around child safety. The company said it will bring its AI-based age estimations to more countries over time. Meta rolled out similar features that uses AI to determine that someone may be lying about their age in September.

Google, and others within the tech industry, have been ramping their reliance on AI for various tasks and products. Using AI for age-related content represents the latest AI front for Google.

The new initiative by Google’s “Core” team comes despite the company reorganization that unit last year, laying off hundreds of employees and moving some roles to India and Mexico, CNBC reported at the time. 

WATCH: Google kills diversity hiring targets, reviewing other DEI programs

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AppLovin soars almost 30% on earnings, guidance beat

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AppLovin soars almost 30% on earnings, guidance beat

Adam Foroughi, CEO of AppLovin.

CNBC

AppLovin shares soared almost 30% in extended trading on Wednesday after the company reported earnings and revenue that sailed past analysts’ estimates and issued better-than-expected guidance.

Here’s how the company performed compared with analysts’ expectations, according to LSEG:

  • Earnings per share: $1.73 vs. $1.24 expected
  • Revenue: $1.37 billion vs. $1.26 billion expected

Net income in the quarter more than tripled to $599.2 million, or $1.73 per share, from $172.3 million, or 51 cents per share, a year earlier, the company said in a statement.

Revenue jumped 43% from $953.3 million a year earlier.

AppLovin was the best-performing U.S. tech stock last year, soaring more than 700%, driven by the company’s artificial intelligence-powered advertising system. In 2023, AppLovin released the updated 2.0 version of its ad search engine called AXON, which helps put more targeted ads on the gaming apps the company owns and is also used by studios that license the technology.

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AppLovin’s business has been split between advertising and apps, which is primarily made up of game studios that the company has acquired over the years. With the historic growth in its advertising unit, the apps business has become much less important, and now the company says it is selling it off.

“Today we’re announcing we’ve signed an exclusive term sheet to sell all of our apps business,” CEO Adam Foroughi said on the earnings call.

Later in the call, the company said it has signed a term sheet for the sale for a “total estimated consideration” of $900 million. That includes $500 million in cash, “with the remainder representing a minority equity stake in the combined private company.”

Advertising revenue climbed 73% in the quarter to almost $1 billion. The ad business was previously categorized as Software Platform. The company said it made the change because advertising accounts for “substantially all of the revenue in this segment.”

AppLovin said it expects first-quarter revenue of between $1.36 billion and 1.39 billion, exceeding the $1.32 billion average analyst estimate, according to LSEG. More than $1 billion of that will come from its advertising segment, as the company said it is “still in the early stages” of bolstering its AI models.

“The roadmap ahead is filled with opportunities for iteration,” the company said in its shareholder letter. “As we execute, we believe we can continue to drive value creation for our shareholders.”

WATCH: AppLovin shares jump

Applovin shares jump more than 15% on earnings beat

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Cisco pops on increased full-year revenue forecast

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Cisco pops on increased full-year revenue forecast

Cisco CEO Chuck Robbins speaking on CNBC’s “Squawk Box” outside the World Economic Forum in Davos, Switzerland, on Jan. 22, 2025.

Gerry Miller | CNBC

Cisco shares climbed about 6% in extended trading on Wednesday after the networking hardware maker reported fiscal second-quarter results and guidance that topped Wall Street’s expectations.

Here’s how the company did against LSEG consensus:

  • Earnings per share: 94 cents adjusted vs. 91 cents expected
  • Revenue: $13.99 billion vs. $13.87 billion expected

Revenue increased 9% in the quarter, which ended on Jan. 25, from $12.79 billion a year earlier, according to a statement. The growth follows four quarters of revenue declines. The company said it had orders for artificial intelligence infrastructure that exceeded $350 million in the quarter.

Cisco now sees adjusted earnings of $3.68 to $3.74 for the 2025 fiscal year, with $56 billion to $56.5 billion in revenue. Analysts polled by LSEG had been looking for $3.66 in adjusted earnings per share and $55.99 billion in revenue. In November, the forecast was $3.60 to $3.66 in earnings per share and $55.3 billion to $56.3 billion in revenue.

Net income in the latest period slid almost 8% to $2.43 billion, or 61 cents per share, from $2.63 billion, or 65 cents per share, a year ago.

Revenue from the networking division totaled $6.85 billion, down 3% but more than the $6.67 billion consensus among analysts surveyed by StreetAccount.

The security unit contributed $2.11 billion. That is a 117% increase from a year earlier, thanks to the addition of Splunk. Analysts expected $2.01 billion, according to StreetAccount.

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Splunk, which Cisco bought in March 2024 for $27 billion, was accretive to adjusted earnings per share sooner than planned, Scott Herren, Cisco’s finance chief, was quoted as saying in the statement. Cisco’s total revenue would have been down 1% year over year if not for Splunk’s contribution, according to the statement.

Many technology companies have been trying to predict the effects from President Donald Trump’s newly established Department of Government Efficiency. But three-quarters of Cisco’s U.S. federal business comes from the Defense Department, while most of the headcount cutting thus far has occurred in other agencies, Cisco CEO Chuck Robbins said on a conference call with analysts.

“Everything seems to be progressing as we expected,” he said.

Customers do not appear to be pulling up orders before tariffs go into effect, Herren said on the conference call.

As of Thursday’s close, Cisco shares were up 5% so far in 2025, while the S&P 500 index had gained about 3%.

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Cisco CEO Chuck Robbins on impact of tariffs, AI innovation and future of DEI

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