Comcast Spinoff, Verizon Spectrum Spree
Comcast is making a bold move, spinning off NBCUniversal and Sky into a standalone media company while keeping its broadband and mobile core focused and nimble. This split signals a bet that pure connectivity, not bundled content, will win the next round of telecom wars—especially as cord-cutting and fixed wireless competition from Verizon and T-Mobile eat into cable’s old advantages. For Comcast, it’s a chance to clean up its balance sheet, double down on fiber upgrades, and sharpen its pitch to 65 million U.S. homes. But if broadband growth doesn't pick back up, separating media and…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.