Comcast Spins: Regulatory Implications
Comcast has announced it is spinning off its cable channels. As we wrote in a note when Comcast executives first publicly discussed this possibility, while the spin itself does not create any regulatory issues, the implications down the road were less clear, particularly if Trump was elected. Now that he has been, we provide some updated thoughts here.Comcast is a media and technology company. The company's segments are: Cable Communications, which provides internet, video, voice, and security and automation services in the United States individually and as bundled services at a discounted rate over its cable distribution system to residential and business customers; NBCUniversal, which includes a portfolio of national cable networks that provide a variety of entertainment, news and information, and sports content, regional sports and news networks, international cable networks, and cable television studio production operations; and Sky, which owns a portfolio of pay television channels that provide entertainment, news, sports and movies.
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