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5 briefings · “broadband”
The Iridium deal is Rocket Lab’s fastest path to global communications, and it changes how investors underwrite LEO competition.
The broadband-and-mobile giant separates media from networks, aiming to reshuffle US streaming leverage and reset investor expectations.
After the Comcast/NBCUniversal separation plan, boards and deal-makers will need to think through antitrust, leverage, and who ends up owning power.
Comcast will separate into two public companies in about a year, keeping the Comcast name for broadband while spinning NBCUniversal and Sky.
The eight-year-old Sky deal gets a sequel: an entertainment spin-off that could reshape Sky News and capital allocation.
