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4 briefings · “cable”
Comcast will separate NBCUniversal and stop competing in media, forcing cable owners and platform partners to reprice risk.
The cable giant will separate NBCUniversal into a new company, reshaping incentives, valuation, and regulatory scrutiny.
The NBC News and Universal Pictures unit separates from Comcast’s cable and internet business, reshaping the industry’s power map.
The Monday announcement restarts Comcast’s long-running restructuring play, with two clearer investment stories and new regulatory scrutiny.
