NBCUniversal & Comcast Split into 2 Companies | Page 2 | Inside Universal Forums
Inside Universal Forums
Inside Universal Forums
  • Home
  • Forums
    New posts Search forums Account Upgrades
  • News
    Universal Studios Hollywood Universal Orlando Universal Studios Japan Universal Studios Singapore Universal Studios Beijing
  • Merchandise
Log in Register
What's new Search

Search

By:
  • New posts
  • Search forums
  • Account Upgrades
Menu
Log in

Register

Install the app
  • Signing up for a Premium Membership is a donation to help Inside Universal maintain costs and offers an ad-free experience on the forum. Learn more about it here.
  • Forums
  • General Park Discussions
  • General Discussions
You are using an out of date browser. It may not display this or other websites correctly.
You should upgrade or use an alternative browser.

NBCUniversal & Comcast Split into 2 Companies

  • Thread starter Thread starter Brian G.
  • Start date Start date Today at 8:46 AM
Prev
  • 1
  • 2
First Prev 2 of 2

Go to page

Brian G.

Brian G.

Editor-in-Chief
Staff Member
Joined
Jan 21, 2008
Messages
28,541
Location
Orlando, FL
  • Today at 12:05 PM
  • #21
This is more of a corporate restructuring than anything to help streamline priorities and separate the financials, including the debt. I’d pump the brakes on some of the speculation.
 
  • Like
Reactions: TheCodeMan95, Mad Dog and xtpower
PerceptiveCoot

PerceptiveCoot

Webslinger
Joined
Jul 13, 2018
Messages
4,028
Age
27
  • Today at 12:16 PM
  • #22
We'll see what Matt Belloni says this week.
 
R

rageofthegods

Webslinger
Joined
Sep 10, 2017
Messages
3,667
Age
36
  • Today at 12:21 PM
  • #23
PerceptiveCoot said:
This is why Wall Street has also finally come around on the parks business after years of overleveraging them to fund other businesses. They provide predictable annual revenue, expansion operates in fairly obvious ways, and the mechanisms for success are less opaque and more broadly applicable than the mechanisms behind what makes good entertainment.

I will say Universal has largely been fiscally responsible with their film business, and haven't had the spate of bombs and failures that have plagued other companies like Disney, Warner, Paramount, Sony, etc. The bigger problem is going to be their debt load and the streaming service, each of which will exacerbate the issues with the other.
Click to expand...
Yeah Universal film is arguably best in the biz in terms of consistency, even if they're not always the flashiest. Donna Langley is one of the best to do it.

My biggest worry is they're gonna have multiple huge fiscal priorities in the coming years (renew NFL/Olympics, expand and maintain parks, grow Peacock) and that's gonna be so much harder when they're an individual company with no cable channel money outside of Bravo vs when they're part of Kabletown.
 
M

MAC

Shark Bait
Joined
Jun 17, 2021
Messages
136
Age
40
  • Today at 12:25 PM
  • #24
rageofthegods said:
Yeah Universal film is arguably best in the biz in terms of consistency, even if they're not always the flashiest. Donna Langley is one of the best to do it.

My biggest worry is they're gonna have multiple huge fiscal priorities in the coming years (renew NFL/Olympics, expand and maintain parks, grow Peacock) and that's gonna be so much harder when they're an individual company with no cable channel money outside of Bravo vs when they're part of Kabletown.
Click to expand...
Didn't they spin off their cable business in the past year or so? So I don't think that would've influenced the spending one way or another as it's not a revenue stream any longer.
 
Parkscope Joe

Parkscope Joe

Superstar
Joined
Feb 15, 2012
Messages
19,389
Age
39
Location
PIT
  • Today at 12:27 PM
  • #25
MAC said:
Didn't they spin off their cable business in the past year or so? So I don't think that would've influenced the spending one way or another as it's not a revenue stream any longer.
Click to expand...

Yes, Versant - Wikipedia
 
PerceptiveCoot

PerceptiveCoot

Webslinger
Joined
Jul 13, 2018
Messages
4,028
Age
27
  • Today at 12:27 PM
  • #26
MAC said:
Didn't they spin off their cable business in the past year or so? So I don't think that would've influenced the spending one way or another as it's not a revenue stream any longer.
Click to expand...
It won't be pulling them down but it won't be bringing them any cash flow either.

I imagine both Comcast and NBCU will continue to have investments in Versant from whatever existing arrangement exists between the two companies. Of note is that Versant stock currently trades higher than the combined stock value of Paramount + Warner.
 
  • Like
Reactions: rageofthegods
TheCodeMan95

TheCodeMan95

Dragon Trainer
Joined
Jul 24, 2018
Messages
6,133
Age
30
  • 56 minutes ago
  • #27
Brian G. said:
This is more of a corporate restructuring than anything to help streamline priorities and separate the financials, including the debt. I’d pump the brakes on some of the speculation.
Click to expand...
Yeah - is there any indication that Comcast is actually looking to sell off NBCUniversal? lol
 
PerceptiveCoot

PerceptiveCoot

Webslinger
Joined
Jul 13, 2018
Messages
4,028
Age
27
  • 21 minutes ago
  • #28
TheCodeMan95 said:
Yeah - is there any indication that Comcast is actually looking to sell off NBCUniversal? lol
Click to expand...
They've said they won't, but that word's only so good. But yes, no indication as of yet.
 
  • Like
Reactions: TheCodeMan95
M

MAC

Shark Bait
Joined
Jun 17, 2021
Messages
136
Age
40
  • 10 minutes ago
  • #29
Brian G. said:
This is more of a corporate restructuring than anything to help streamline priorities and separate the financials, including the debt. I’d pump the brakes on some of the speculation.
Click to expand...
But NBCUniversal will be an independent company. Not a subsidiary. Comcast will own 20% of the stock for up to a year, but I assume after that, Comcast wouldn't have any say in the business of NBCUniversal. Or am I misunderstanding something?
 
Prev
  • 1
  • 2
First Prev 2 of 2

Go to page

You must log in or register to reply here.
Share:
Facebook X Bluesky LinkedIn Reddit Pinterest Tumblr WhatsApp Email Share Link

Book with our Travel Partners

MEI Travel

Latest posts

  • M
    NBCUniversal & Comcast Split into 2 Companies
    • Latest: MAC
    • 10 minutes ago
    General Discussions
  • Mike S
    Super Nintendo World (UOR) - General Discussion Thread
    • Latest: Mike S
    • 17 minutes ago
    Universal Epic Universe
  • Wishmaster
    Six Flags Fright Fest 2026 (Magic Mountain)
    • Latest: Wishmaster
    • 19 minutes ago
    Other California Parks
  • SkiBum
    Fast & Furious: Hollywood Drift coaster (USF) - Opening 2027
    • Latest: SkiBum
    • 22 minutes ago
    Universal Studios Florida
  • LPCaptainDeath
    Halloween Horror Nights 35 (UO) - Speculation & Rumors
    • Latest: LPCaptainDeath
    • 26 minutes ago
    Halloween Horror Nights 35

Share this page

Facebook X Bluesky LinkedIn Reddit Pinterest Tumblr WhatsApp Email Share Link
  • Forums
  • General Park Discussions
  • General Discussions
  • Style variation
    System Light Dark
  • Contact us
  • Terms and rules
  • Privacy policy
  • Help
  • Home
  • RSS
Community platform by XenForo® © 2010-2026 XenForo Ltd.
  • This site uses cookies to help personalise content, tailor your experience and to keep you logged in if you register.
    By continuing to use this site, you are consenting to our use of cookies.
    Accept Learn more…
Back
Top