文章核心观点 公司计划剥离部分NBCUniversal有线电视渠道以促进剩余资产增长，但分析师对剥离效果存疑 [1][3] 分组1：剥离计划内容 - 计划剥离的频道包括MSNBC、CNBC、USA、Oxygen、E!、Syfy和高尔夫频道 [1][2] - 不剥离的有NBC、Bravo和流媒体服务Peacock [1][2] 分组2：剥离计划相关情况 - 计划剥离的资产在截至9月的一年中产生了70亿美元的收入 [3] - 剥离预计耗时约一年，公司认为这将促进NBCUniversal剩余资产的增长 [3] - 新实体的所有权结构将与公司相似，Mark Lazarus将被任命为首席执行官 [3] 分组3：各方态度与看法 - 公司拒绝置评 [4] - 分析师认为公司出售有线电视网络可能会提高其估值，但不确定是否可行 [5] - 金融服务公司晨星的媒体分析师Michael Hodel认为剥离美国有线电视网络而不包括Peacock或NBC广播网络很奇怪，有线电视网络单独价值不大，剥离需是更大战略举措的一部分 [6]

Putting Donna Langley firmly in the corporate driver’s seat, Comcast boss Brian Roberts has also decided it’s time for NBCUniversal to shed some cable channel weight. Tomorrow, Comcast is set to reveal its long term plan to carve off cable channels MSNBC, CNBC, E!, Syfy, Golf Channel, Oxygen and USA into a new and separate company. The as-yet-unnamed venture will be run by current NBCU Media Group boss Mark Lazarus as CEO. NBCU CFO Anand Kini is on board as a supersized CFO and COO for the new company. S ...

关于Comcast公司 - 公司将推进其有线网络频道的分拆 消息人士向CNBC的Julia Boorstin透露预计分拆将耗时约一年 公司最早可能于周三发布公告 公司曾在10月的季度财报中表示正在考虑拆分有线网络 [1] - 分拆最初由《华尔街日报》报道 [2]

Comcast’s (CMCSA) shares have lost 0.8% year to date against the Zacks Consumer Discretionary sector’s growth of 10.9%. The stock has also underperformed the Zacks Cable Television industry and its peers like Naspers (NPSNY) , WideOpenWest (WOW) , and Charter Communications (CHTR) .In the same time frame, shares of NPSNY, WOW and CHTR have gained 33.8%, 33.3% and 1.5%, respectively, against the industry’s decline of 0.5%. This underperformance of CMCSA’s shares can be attributed to sluggish growth in Reside ...

Expansion follows Comcast's $500-million network investment in Indiana over last three yearsINDIANAPOLIS, Nov. 13, 2024 /PRNewswire/ -- Together with the Indiana Broadband Office (IBO) and the Indiana Office of Community & Rural Affairs (OCRA), Comcast is building reliable, high-speed Internet access to unserved and underserved communities in Indiana.The joint $55 million investment will kick off the latest collaborative effort between OCRA, the IBO, and Comcast under Indiana's Next Level Connections broadb ...

关于“Wicked”相关商品 - 商品价格点多样，涵盖从平价到奢侈品类，品类包括服饰、配饰、鞋履、美妆、服饰、家居装饰、玩具甚至特制汽车等 [1] - 众多零售商与环球合作推出“Wicked”相关商品，如Target、Walmart、Lego、Mattel、Starbucks、Betty Crocker等，丰田雷克萨斯也推出相关主题汽车 [3][4] - 根据Mintel报告，近半数超级粉丝在过去一年购买过官方粉丝活动或商品，粉丝愿意为相关商品付费 [5] 关于“Wicked”电影 - 电影11月22日上映，上映前就引发热议，相关商品是环球营销策略一部分，或助力零售业，电影基于的百老汇音乐剧很受欢迎且吸金 [2] - 电影票房预期分歧大，NRG预测首周末票房8500万美元较为保守，也有人推测可达1亿 - 1.5亿美元 [9] - 好莱坞近年电影音乐剧营销和盈利困难，但也有基于粉丝喜爱的IP电影表现超预期，“Wicked”作为音乐剧改编电影票房较难预测 [10][11] 关于零售业 - 9月消费者信心指数下降7点为三年多来最大降幅，10月又飙升11%为2021年3月以来最大单月涨幅 [6] - 与环球合作的零售商有望通过“Wicked”商品销售得到提振，在未来几个月脱颖而出 [6] - 商品为限时合作，库存售罄后可能不再补货，或促使消费者购买 [7] 关于电影票房与相关零售的关系 - 影院提供主题爆米花桶、特色饮品等商品，或有助于提升“Wicked”票房 [8]

Any of my regular readers know that I like to find aspects of a company that my fellow Seeking Alpha authors haven't covered, to avoid making readers sit through repeats of past articles. My Comcast Corporation (Max Greve is a graduate of Northwestern University with a quadruple major in History, Economics, Political Science, and International Studies. Max is a full-time writer and in addition to stock market trends also writes articles on government, current events, macroeconomic trends, and last but not l ...

文章核心观点 - 康卡斯特宣布可能分拆其有线电视网络，公司面临多种发展路径选择，需探索合理途径应对有线电视业务持续下滑，为股东创造价值 [1] 潜在发展路径 M&A 路径 - 媒体行业多年来常采用并购方式，理论上可重新评估资产组合、提高运营效率和扩大市场份额，但近年来媒体行业好的并购交易不多，如 AT&T - 华纳媒体、迪士尼收购福克斯等案例效果不佳，缺乏创新战略下与竞争对手合并并非安全路径 [2][3] 私募股权路径 - 这是并购路径的分支，有线电视网络仍有现金流，私募股权擅长挖掘运营效率，但媒体行业引入私募股权存在风险，如报纸行业引入私募股权后遭受重创，广播行业引入私募股权情况可能类似 [4][5] 收缩有线电视网络路径 - 有线电视网络业务收缩虽不受媒体公司欢迎，但并非新概念，过去 NBCU 等公司已关闭部分频道，且未影响用户节目选择，迪士尼与 Charter Communications 的交易为收缩提供了可行模式，双方可节省成本并向流媒体再投资 [5][6] 内容路径 - 这是较少被采用的路径，多数非新闻和非体育有线电视网络内容单一，缺乏强化品牌的策略，可与 TikTok 和 Instagram 上的内容创作者合作，利用数据投资新内容吸引和留住特定受众 [7][8]

Comcast's Mike Cavanagh said the company will explore ditching its cable networks.The company may also look to partner Peacock with a rival streaming service.Wall Street analysts shared their takes on those potential moves, and why they might not make sense. Sign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. Read preview Thanks for signing up! Go to newsletter preferences Thanks for signing up! Access your favorite topics in a personalized ...

Analyst’s Disclosure: I/we have a beneficial long position in the shares of CMCSA, JNJ, KVUE either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. The contents of this article, my previous articles, and my comments are for informational purposes only and may not be considered ...