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Bundling Didn’t Die. It Moved.
Comcast recently filed the closing argument in a 25-year experiment. On June 29, it announced it will spin off NBCUniversal and Sky into a separate public company, unwinding the same combination it built fifteen years ago when it bought NBCU from GE for nearly $40 billion. It’s the second split in six months: Comcast completed the spinoff of its linear cable networks into Versant on January 2. What’s left of Comcast after this one is a pure connectivity company. What’s left of NBCU is a pure content company. Fifteen years and roughly $90 billion in debt later, they’ve concluded the two don’t…
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