Comcast’s decision to split off NBCU highlights the company’s many strategic missteps with streaming video.
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The shape of the Comcast split (8:15)
What assets go where in the announced split between Comcast’s technology and content businesses.
The challenge Comcast couldn’t rise to (9:00)
Will details some of the missteps and value elimination orchestrated by Comcast’s senior management over the last two decades or so.
Comcast clung to the cable model for too long (16:00)
One of the biggest strategic mistakes Comcast made was letting its cable business remain its main focus. It handicapped NBCU’s ability to react to and compete effectively in the emerging streaming market.
What will happen to NBCU after the split? (19:40)
We discuss the strategic options open to a standalone NBCU going forward. Whether it will become an acquirer of other services or be acquired itself, the options look bleak.
The path not taken: Hulu (24:00)
At one point, Comcast had the opportunity to acquire a controlling interest in Hulu. The company decided not to pursue that path, and Disney ultimately became the owner. Will explains why he thinks ownership of Hulu would have radically changed.
