As well as, the transfer will doubtless change Peacock’s relationship with NBCU cable stations.
“The bought stations received’t feed their programming to Peacock as immediately below completely different house owners,” Benes stated. “However Peacock’s reliance on content material from broadcast community NBC will doubtless keep robust and unchanged.”
The place issues are heading
With linear rankings frequently declining outdoors of sports activities and shoppers chopping the twine, Mike Proulx, vice chairman and analysis director at Forrester, famous that the spinoff of Comcast’s cable networks and different properties is just a reconciliation of property that detract from the corporate’s inevitable all-streaming future.
“The proliferation of streaming providers have exacerbated the fragmentation of ‘TV’ audiences, and it’s no secret that cable networks who can’t make the leap to steaming have an expiration date,” Proulx stated.
Warner Bros. Discovery and Paramount every took multibillion-dollar write-downs from their depreciating linear companies in 2024, and that development doesn’t seem like slowing down anytime quickly.
With that in thoughts, Comcast’s cable spinoff is simply the following step within the TV business’s ongoing linear downsizing, in accordance with Paul Verna, vp of content material at eMarketer.
As to what the long run holds for the TV business, Verna provides one certainty: “Consolidation is inevitable.”
