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Splitting up Comcast and NBCUniversal could ‘unlock value,’ analyst says

Y2kTheNewOldies

Y2kTheNewOldies

Comcast may be under pressure to split up its cable and media businesses and one analyst said that such a move could unlock value for both assets.

The Wall Street Journal reported late Monday that Trian Fund Management has taken a stake in Comcast and begun conversations with executives under the assumption that the company’s stock is undervalued.

“We have recently begun what we believe are constructive discussions with Comcast’s management team and look forward to continuing those discussions,” Trian said in a statement.

It’s unclear what Trian, which the report said is “known for pushing big companies to make operational and other changes,” is discussing with Comcast. But Jonathan Chaplin, analyst at New Street Research, was not surprised since Trian tends to focus on assets where there is a potential to unlock value though a break-up or divestiture. “We have argued value would be unlocked by splitting Comcast Cable and NBCU.”
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https://www.fiercevideo.com/cable/s...-nbcuniversal-could-unlock-value-analyst-says

There are rumors that NBC and Comcast might split up. Note these are rumors but its going to sound like the Fox must sell their O&O's and Fox Broadcasting company rumors for now I doubt its going to happen though.
 
TheBigA said:
The funny part is they always say there's value in splitting companies. But we've seen with CBS and Viacom there's NO value in combining them.
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Also I hear rumors that AT&T should split from WarnerMedia in the Past and that has not happened. I doubt Comcast would divest from NBC when they are under pressure to go after AT&T for Internet Subscriptions, and boost subscribers to their TV Apps such as Peacock.


In the Redstones case they merged CBS and Viacom to boost subscribers to All-Access (will later be renamed Paramount+) because they were after Disney in response to them buying 20th Century Studios (a former Fox Division) because Disney wanted to boost subscribers to Hulu and Disney+ in particular.
 
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