“Absolutely not,” Roberts said in response to the M&A question during an investor call this morning. “This is the right move to put each company in the strongest position to create value, fully monetize its assets and aggressively pursue its own organic growth strategies.”
Source: Comcast Split Is “Absolutely Not” A Prelude To M&A Spree, Brian Roberts Insists
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Nobody wants to say it, but I think they are going to the forbidden merger and getting rid of NBC lets Comcast and the newly enlarged Cox Spectrum merge.
that makes more sense to me, as well
the regulatory play being “it’s ok now because there’s so much competition from mobile broadband”
And you get rid of NBC specifically to avoid the regulatory pain that the FCC would bring for not being a MAGA network.
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