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cover of episode Comcast’s Spinoff & A Kansas City Chiefs Hallmark Movie 11/20/24

Comcast’s Spinoff & A Kansas City Chiefs Hallmark Movie 11/20/24

2024/11/20
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Ed Bastian
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Mark Donovan
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Tom Rogers
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Tom Rogers认为，Comcast剥离有线电视网络，包括CNBC、MSNBC等，对这些频道来说是利好消息。此举能让它们获得更多资源，更好地探索流媒体领域的机会，并发展壮大。Comcast的财务状况良好，能够以健康的方式剥离这些资产，为新公司提供充足的资金，这与其他一些负债累累的公司形成对比。Brian Roberts保留三分之一的投票权，以及任命有线电视经验丰富的Mark Lazarus领导新公司，都表明了Comcast对新公司的信心和重视。这些有线电视网络本身盈利能力强，拥有稳定的分销协议，并且有很多内生增长机会，例如CNBC和MSNBC拓展流媒体服务，以及在娱乐、体育等领域进行投资和并购。

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Chapters
Comcast plans to spin off its cable networks, including CNBC, E!, and MSNBC. Tom Rogers, former NBC Cable president and CNBC contributor, discusses the implications and potential opportunities for these channels in the streaming world.
  • Comcast to spin off cable networks including CNBC, E!, and MSNBC.
  • Tom Rogers views the move as an opportunity for these channels to expand in the streaming world.
  • The new entity could attract corporate and investor support for specialized streaming services.

Shownotes Transcript

Comcast plans to spin off its cable networks), including CNBC, E!, and MSNBC. CNBC’s founder and NBC Cable’s first president Tom Rogers is optimistic about the move and the influx of resources it might present for cable channels. Delta CEO Ed Bastian joins ahead of the airline’s 100-year anniversary and Delta’s annual investor day). Despite retailers like Target reporting inflation-conscious customers,) Bastian says consumers are still spending on travel. While Bastian is confident that Boeing’s new CEO is working on the supplier’s many issues, for now, Delta is “an Airbus customer.” Plus, Kansas City Chiefs President Mark Donovan’s NFL team is partnering up with Hallmark! Donovan discusses the Taylor Swift tailwinds for his fandom.

 

Tom Rogers - 2:21

Ed  Bastian - 17:09

Mark Donovan - 28:02

 

In this episode:

Mark Donovan, @Chiefs)

Becky Quick, @BeckyQuick)

Joe Kernen, @JoeSquawk)

Andrew Ross Sorkin, @andrewrsorkin)

Katie Kramer, @Kramer_Katie)