Newsmax’s Global Ambitions Take Flight: Telecommunications Partnerships Signal Strategic Growth

Newsmax Inc. (NYSE: NMAX) has taken a bold step toward global dominance by securing distribution deals with Cellcom Israel and Telecom Armenia. These partnerships, announced in April 2025, mark a pivotal shift in the media landscape, positioning Newsmax as a key player in international news consumption. By leveraging the telecommunications infrastructure of two established regional leaders, Newsmax aims to expand its reach to over 100 countries across five continents. This move underscores its ambition to become a "trusted source of news" for audiences seeking U.S.-centric content without mainstream media filters.

Strategic Expansion and Market Reach

The agreements with Cellcom Israel and Telecom Armenia are not merely about geographical expansion; they represent a calculated play to tap into markets with growing demand for alternative news sources. Cellcom Israel, a pioneer in Israeli telecom services since 1994, offers a robust network of mobile, internet, and OTT TV platforms. Meanwhile, Telecom Armenia, with its century-long history and cutting-edge infrastructure, serves as the backbone of Armenian telecommunications. Together, these partnerships enable Newsmax to bypass traditional broadcast limitations and deliver content directly to subscribers via broadband, mobile, and over-the-top (OTT) streaming services.

The strategic alignment with these telecom giants aligns with Newsmax’s stated goal of offering a “no-filter” alternative to networks like CNN. This positioning is critical in markets where audiences may distrust local media or seek diverse perspectives. SVP of Distribution Andy Biggers emphasized the importance of these deals, stating, “Newsmax is excited to launch on Cellcom Israel and Telecom Armenia, who are leaders across their respective markets.”

Technical Execution: How the Deals Work

The distribution model hinges on the telecom partners’ existing technological capabilities. In Israel, Newsmax will be integrated into Cellcom TV, an OTT platform accessible via the internet, smartphones, and smart TVs. In Armenia, Telecom Armenia’s fiber-optic and wireless networks will deliver Newsmax’s content through IPTV and streaming services. Both approaches rely on internet-driven distribution, capitalizing on the global shift toward digital media consumption.

The use of OTT and IPTV platforms is particularly significant. These technologies allow Newsmax to bypass the high costs and logistical challenges of satellite or cable distribution, instead piggybacking on the telecom providers’ infrastructure. This efficiency is a stark contrast to legacy networks, which often face slower adoption rates in emerging markets.

Risks and Challenges

While the partnerships are promising, investors must consider inherent risks. First, the financial terms of the deals remain undisclosed, leaving uncertainty about revenue-sharing models and contract durations. Second, geopolitical tensions in regions like the Middle East and Caucasus could disrupt content distribution. Third, the telecom market is highly competitive, with players like beIN Sports and RTÉ already offering news and entertainment packages.

Investment Considerations and Data

Newsmax’s stock has historically been volatile, reflecting its reliance on content-driven growth. Since its IPO in 2023, NMAX has fluctuated between $5 and $20, driven by viewership metrics and geopolitical events. The company’s Q4 2024 earnings report highlighted record viewership, with 40 million Americans tuning in monthly—a figure the new partnerships aim to expand internationally.

However, the Armenia and Israel markets combined represent a fraction of Newsmax’s current U.S. audience. The real value lies in the strategic precedent: partnerships with telecom leaders could set a template for further global expansion. Investors should monitor metrics like subscriber growth in these regions and the company’s ability to monetize new markets through advertising or premium subscriptions.

Conclusion

Newsmax’s move into Israel and Armenia is a shrewd strategic play that blends technology, partnerships, and audience demand. By leveraging Cellcom and Telecom Armenia’s infrastructure, Newsmax avoids costly investments in distribution while capitalizing on the shift to digital media. With its focus on U.S.-centric, filter-free content, the company is well-positioned to attract audiences in regions where trust in local media is eroding.

However, success hinges on execution. If Newsmax can replicate this model in other markets—paired with strong financial discipline and content innovation—the stock could see sustained growth. For now, the partnerships are a clear win for a company aiming to redefine global news consumption. As Andy Biggers noted, “This is just the beginning.”

Investors should watch for near-term data on viewership uptake in Israel and Armenia, as well as Newsmax’s ability to diversify revenue streams. With the right strategy, these deals could cement the company’s place as a global media powerhouse.