NYTIMES (Lauren Hirsch) - Comcast, NBCUniversal Split Drives Deal-Making Speculation
Almost as soon as the two companies announced a split, analysts rushed to consider potential merger and acquisition targets for each.
NYTIMES (Benjamin Mullin) - Comcast to Spin Off NBCUniversal, Ending a Long Union of Cable and Media
The media business, which owns NBC News and Universal Pictures, will be separated from Comcast’s cable and internet business, following a trend in the media industry.
ABCNEWS - Comcast plans to split into two public companies by spinning of NBCUniversal and Sky
Comcast is planning to split itself into two separate publicly traded companies by spinning off NBCUniversal and Sky
AXIOS (Sara Fischer) - Fox enters new era with Roku deal
Data: Nielsen; Chart: Axios Visuals Fox's $22 billion deal to buy Roku marks a turning point in the streaming wars and a new era for the Murdoch media empire. Why it matters: Streaming is no longer a paid subscriber race, but rather an opportunity for entertainment giants to accelerate other parts of their businesses where they have a competitive edge against Netflix. - For Apple, Amazon, Disney and Comcast/NBCUniversal, that means selling devices, e-commerce subscriptions, parks/movie tickets and broadband, respectively. - For Fox, it means bringing more eyeballs to its live programming and selling more digital TV ads. How it works: The merger would make Fox the owner of the top digital TV operating system in the U.S. - Fox could…
Data: Nielsen; Chart: Axios Visuals Fox's $22 billion deal to buy Roku marks a turning point in the streaming wars and a new era for the Murdoch media empire. Why it matters: Streaming is no longer a paid subscriber race, but rather an opportunity for entertainment giants to accelerate other parts of their businesses where they have a competitive edge against Netflix. - For Apple, Amazon, Disney and Comcast/NBCUniversal, that means selling devices, e-commerce subscriptions, parks/movie tickets and broadband, respectively. - For Fox, it means bringing more eyeballs to its live programming and selling more digital TV ads. How it works: The merger would make Fox the owner of the top digital TV operating system in the U.S. - Fox could…Open
AXIOS (Sara Fischer) - NBCUniversal prepares for "Legendary February"
This weekend kicks off a historic month for NBCUniversal , which will broadcast the 2026 Winter Olympic Games , the Super Bowl and the NBA All-Star Game, all within a span of 17 days. Why it matters: "Legendary February," as the network is calling it, will show off the unique staying power of the broadcaster, streamer and news provider. - NBC Sports president Rick Cordella said during a press event last month the trifecta of events allows NBC Sports to do what it does best — "make big events even bigger." Zoom in: NBC's "Legendary February" month begins with the 2026 Winter Olympic Games opening ceremony in Milan on Feb. 6. - Coverage of the Olympics will be balanced with the Super Bowl on Feb. 8, live from Santa Clara, California. -…
This weekend kicks off a historic month for NBCUniversal , which will broadcast the 2026 Winter Olympic Games , the Super Bowl and the NBA All-Star Game, all within a span of 17 days. Why it matters: "Legendary February," as the network is calling it, will show off the unique staying power of the broadcaster, streamer and news provider. - NBC Sports president Rick Cordella said during a press event last month the trifecta of events allows NBC Sports to do what it does best — "make big events even bigger." Zoom in: NBC's "Legendary February" month begins with the 2026 Winter Olympic Games opening ceremony in Milan on Feb. 6. - Coverage of the Olympics will be balanced with the Super Bowl on Feb. 8, live from Santa Clara, California. -…Open