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Comcast split could drive deals, though not necessarily for PE
Pitchbook48d agoneutral
Comcast split could drive deals, though not necessarily for PE

Comcast’s plan to spin off its media and theme park business, announced on Monday, revived speculation that legacy media could be entering another wave of dealmaking. Under the plan, NBCUniversal and Sky will separate from Comcast’s broadband and wireless business, giving existing shareholders shares in both listed entities. The move follows Comcast’s January spinoff of Versant Media Group, which houses cable networks such as CNBC, MS NOW, USA Network, E! and Golf Channel. The sector has reason

CMCSA
Exclusive-NBCUniversal may enter video game business after Comcast split, sources say
Reuters48d agoneutral
Exclusive-NBCUniversal may enter video game business after Comcast split, sources say

NBCUniversal is eyeing opportunities in digital gaming and new entertainment franchises as the company weighs options for future growth after its planned spinoff from Comcast, according to three people with direct knowledge of the matter. Comcast’s cable and connectivity business, meanwhile, is ripe for technological investments that ‌could take advantage of the massive surge in data centers and AI, these people said. No tie-ups have been discussed, and any potential deal would not happen until a period ‌of time following the split, the people said.

CMCSA
Pitchbook48d agobullish
Charter bonds surge on SpaceX deal chatter, Comcast spinoff news

Bonds backing Charter Communications popped this morning, buoyed by reports of a potential mobile phone partnership with SpaceX as well as the revelation that rival Comcast Corp. plans to split into two publicly traded companies. Charter stock surged after Bloomberg reported that the company is in discussions to route some phone traffic through SpaceX’s direct-to-cell service, which SpaceX already operates in partnership with T-Mobile. This would enable Charter to pivot from its massive and cost

CMCSASPCXTMUS
NBCUniversal to be split from Comcast in latest media shakeup
Reuters Videos48d agoneutralVIDEO
NBCUniversal to be split from Comcast in latest media shakeup

<body><p>STORY: Comcast said it will split into&nbsp;two publicly traded companies, separating its media and entertainment brands from its broadband cable and wireless businesses.</p><p>:: Comcast</p><p>The announcement sent its shares up as much as 17% in Monday trading.</p><p>:: Universal Orlando Resort</p><p>Comcast would spin off NBCUniversal and Sky to create a company that includes NBC, Peacock, Universal theme parks, and film and TV studios.</p><p>The other company would be comprised of Comcast's cable, wireless and business services divisions.</p><p>The move would unwind 15 years of consolidation at Comcast, dating back to 2011 when CEO Brian Roberts stormed the media world by buying NBCUniversal in a deal that valued the entertainment giant at nearly $40 billion.&nbsp;</p><p>But since then, both divisions have felt the strain of the rapid rise of streaming and industry consolidation.&nbsp;</p><p>Comcast's stock has suffered as a result, with shares falling more than 17% this year through Friday's close after two straight years of declines.</p><p>Roberts said the planned split should quote, "unlock a more entrepreneurial management approach and open up a multitude of new opportunities for each business."</p><p>While he plans to remain "actively involved" in leading both companies, Roberts' Co-CEO at Comcast, Mike Cavanagh, will run the new NBCUniversal, while Michael Angelakis, a former chief financial officer, will return to lead Comcast as CEO.</p></body>

CMCSA
Comcast Plots Breakup to Take on ‘Big Three’ Telecoms
Barrons.com48d agoneutral
Comcast Plots Breakup to Take on ‘Big Three’ Telecoms

In its latest structural shake-up, Comcast intends to split into two companies through a tax-free spinoff of NBCUniversal and Sky in roughly a year’s time. Under the plan announced Monday, one company will house cable and technology operations while the other holds the NBCUniversal and Sky media businesses. Comcast expects to retain up to a 19.9% stake in the newly formed media entity for a year following the split.

CMCSATTMUSVZ
💬 Money Quote: Comcast’s Change
The Wall Street Journal48d agoneutral
💬 Money Quote: Comcast’s Change

📣 “So where previously we believed that the scale and diversification benefits warranted operating these businesses as one company, we now have simply changed our mind about that.” --Comcast's Mike Cavanagh ...

CMCSA
Telecom Turmoil: Comcast Rises 7% on Media Spinoff, AT&T Falls 5% on CFO Exit and Starlink Threat, Verizon Sinks 7% on Dow Exit
24/7 Wall St.48d agobearish
Telecom Turmoil: Comcast Rises 7% on Media Spinoff, AT&T Falls 5% on CFO Exit and Starlink Threat, Verizon Sinks 7% on Dow Exit

U.S. telecom and media giants are moving in opposite directions in midday trading. Comcast (NASDAQ:CMCSA) stock is up 7% to $24.76, while AT&T (NYSE:T) stock is down 5% to $21.52, and Verizon (NYSE:VZ) stock is down 7% to $43.29. The split reflects three distinct catalysts hitting the sector at once. Comcast is rallying on a ... Telecom Turmoil: Comcast Rises 7% on Media Spinoff, AT&T Falls 5% on CFO Exit and Starlink Threat, Verizon Sinks 7% on Dow Exit

CMCSAGOOGGOOGLNVDATVZ^DJI
Peacock launches Premium Plus streaming tier on YouTube
Reuters48d agoneutral
Peacock launches Premium Plus streaming tier on YouTube

Comcast's NBCUniversal said on Monday that its ‌streaming service Peacock's Premium Plus ‌tier is now available for subscription through ​YouTube Primetime Channels, expanding access to its content library. Here are some details: • The move allows subscribers to ‌view a ⁠wide range of Peacock offerings directly within the YouTube ⁠platform, including live sports, popular NBC and Bravo series, original programming ​and Universal ​films. It ​follows a broader ‌agreement between NBCUniversal and Google that was announced in late 2025.

CMCSAGOOGGOOGL
Investing.com48d agobearish
Verizon falls 7%, AT&T hits 52-week low as SpaceX and cable rivals converge

Investing.com -- Verizon Communications Inc (NYSE:VZ) is trading 7.6% lower at $43.02 and AT&T Inc (NYSE:T) has touched its 52-week low of $21.29, sliding 5.8% to $21.41, as three separate competitive threats collided on Monday to rattle investor confidence in legacy US telecom carriers. T-Mobile US Inc (NASDAQ:TMUS) is also under significant pressure, trading down 6% at $171.78 and testing its 52-week low of $169.00, making it the worst performer among the three carriers on a one-year basis wit

CMCSASPCXTTMUSVZ