Comcast Is Spinning Off MSNBC, CNBC, USA, GOLF & more

#1

Excerpts:
Comcast’s planned spin-off of its cable television networks is gaining momentum as Mark Lazarus, the prospective CEO of the new entity dubbed “SpinCo,” ...
SpinCo will encompass a diverse portfolio of well-known brands, including USA Network, CNBC, MSNBC, Oxygen, E!, SYFY, and Golf Channel...
The spin-off is expected to be finalized in 2025, pending customary conditions.
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These are all NBC DRM'ed channels, can we hope that "SpinCo" will remove the DRM???

#2

While it's wise to "never say never," this situation doesn't represent a wholesale change in leadership or technology. The primary motivation for the split appears to be financial reporting related to stock considerations. Most of the individuals who decided to implement DRM, and those who carried it out, will remain in their positions.

Additionally, the technology driving the broadcast is expected to stay the same for the foreseeable future.

A more intriguing development is Disney's acquisition of a majority stake in FuboTV and the subsequent abandonment of Venu Sports, the joint project between Disney, Fox, and Warner Bros. Discovery. This move significantly increases the likelihood that FuboTV will introduce a "skinny" sports bundle, potentially disrupting how live channels are packaged and sold.

The streaming revolution was initially expected to bring about such changes, but we've yet to see a substantial shift in the market. I'm not holding my breath, but it's worth keeping an eye on.

Sources and Relevant Links:

  1. Disney's Acquisition of Majority Stake in FuboTV:
  • Disney announced plans to merge its Hulu + Live TV business with FuboTV, creating the second-largest online pay-TV service in North America.

Reuters
2. Abandonment of the Venu Sports Project:

  • Disney, Fox, and Warner Bros. Discovery have scrapped plans to create a joint sports streaming service, Venu Sports, deciding to focus on their existing online offerings instead.

Bloomberg
3. Potential Impact on Live Channel Packaging:

  • The merger between Disney's Hulu + Live TV and FuboTV could lead to the introduction of streamlined sports bundles, potentially disrupting the current model of live channel packaging and sales.

Forbes

#3

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