Episode 90: Comcast's Spinoff and the End of the Cable-Hollywood Bet
Comcast is formally unwinding its $30 billion bet on vertical integration, spinning off most of NBCUniversal's cable networks — including MSNBC and CNBC — into a standalone public company while retaining Peacock, NBC broadcast, Universal film, and the theme parks. For agents, showrunners, and producers with deals at those networks, the buyer on the other side of the table is about to change structurally and financially. This episode breaks down what the separation means for deal leverage, development spend, and who holds power at the cable networks once they're operating under their own…
The skinny
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