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Emma Roth
FCC Chair Brendan Carr is looking into Comcast’s “influence” over local stations.

In a letter to Comcast, Carr says he wants to make sure that the company’s “ability to exert influence” over local NBC affiliates doesn’t “undermine” their goal of serving the public interest.

Last week, Carr signed off on Paramount’s merger with Skydance — but only after Skydance said it would install a “bias monitor” at CBS, which recently canceled Stephen Colbert’s Late Show.

(Disclosure: Comcast is an investor in Vox Media, The Verge’s parent company.)

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Richard Lawler
Disney’s deal to buy the rest of Hulu from Comcast is finally done.

While Comcast / NBCUniversal argued for a Hulu valuation that could’ve cost Disney another $5 billion on top of the $8.6 billion it had already paid, a third-party appraiser reached a number much closer to Disney’s. That ended their dispute -- simmering since 2019 -- for only an extra $438.7 million, as reported by THR and Axios.

Bob Iger said this clears the way for deeper integration between Hulu and Disney Plus ahead of the launch of ESPN’s direct-to-consumer streaming service in the fall.

Disney 8-K - June 9th, 2025

[otp.tools.investis.com]

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Emma Roth
Peacock adds 5 million subscribers, while losses shrink.

As part of Comcast’s Q1 2025 earnings report released on Thursday, the company revealed that Peacock subscribers increased from 36 million to 41 million over the past few months. The service is also gradually getting closer to becoming profitable, as its losses narrowed to $215 million compared to $639 million at the same time last year.

Disclosure: Comcast is an investor in Vox Media, The Verge’s parent company.

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Jay Peters
A Comcast boost.

Comcast announced upgraded Xfinity internet speeds across several of its packages that it said reach more than 20 million customers, increasing the upload capacity on some by 50 or 100 percent, with several packages now offering 100, 150, or 300Mbps uploads.

Disclosure: Comcast is also an investor in Vox Media, The Verge’s parent company.

An Xfinity graphic in the style of a speed dial showing changes to internet speeds.
Image: Comcast.
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Emma Roth
Peacock subs haven’t budged.

The streaming service’s subscriber count remains at 36 million — the same as last quarter, according to Comcast’s earnings report released today. Peacock has only added around 5 million subscribers since January of last year, representing a small fraction of the 19 million that signed up to Netflix over the course of just a few months.

Disclosure: Comcast is an investor in Vox Media, The Verge’s parent company.

Comcast is spinning off its cable TV businessComcast is spinning off its cable TV business
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Wes Davis
Warner Bros. Discovery is ending its NBA lawsuit.

The company is dropping its legal battle in favor of an 11-year settlement for domestic and global rights to “a significant amount of NBA content,” reports The Wall Street Journal.

WBD’s TNT will still lose NBA games to Disney, Amazon, and NBCUniversal next year, but got one consolation:

In addition, these people said, ESPN will sublicense Big 12 conference college football and basketball games to Warner Bros. Discovery that it can air on TNT, as well as on its Max streaming service.

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Emma Roth
Comcast considers big changes for its cable and streaming businesses.

During an earnings call on Thursday, Comcast president Mike Cavanagh said the company is weighing the possibility of spinning off its cable business:

We are now exploring whether creating a new well-capitalized company owned by our shareholders and comprised of our strong portfolio of cable networks would position them to take advantage of opportunities in the changing media landscape and create value for our shareholders

Cavanagh also said the company “would consider partnerships in streaming” to help grow Peacock.

Disclosure: Comcast is an investor in Vox Media, The Verge’s parent company.

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Emma Roth
Peacock’s subscriber numbers are down, but its revenue is up.

Comcast’s earnings report today revealed that Peacock lost 500,000 subscribers in the months leading up to the Olympics — and Peacock’s planned price hike. Despite this, Peacock is pushing toward profitability with $1 billion in revenue and losses narrowing to $348 million.

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Richard Lawler
Comcast will have high bitrate, low latency 4K feeds of the Olympics.

NBCUniversal owner Comcast announced tweaks it’s adding for the Paris Olympics on X1, like a customizable home screen and an “enhanced” 4K feed for the USA Network’s 24/7 broadcast sent over cable to X1 boxes.

...enhanced 4K brings together 4K video delivered over Comcast’s network at its highest bitrate, Dolby Vision® for life-like picture quality, Dolby Atmos immersive audio, and ultra-low latency

A support page explains, “Enhanced 4K will be available on XG1v4 (low latency feed) and Hi-Fi on Xi6 (30 Mbps and low latency).”

Disclosure: Comcast, which owns NBCUniversal, is also an investor in Vox Media, The Verge’s parent company.

Simulated TV screen with a split showing higher quality “enhanced” 4K on one side
Comcast 4K vs. enhanced 4K, delivered over the managed network as a cable channel.
Image: Comcast
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Richard Lawler
The NBA’s next media rights deal is up for grabs.

According to the WSJ, Amazon, YouTube, and Peacock are all in the mix alongside incumbents Warner and Disney, with the possibility of snagging global streaming rights for some games.

When these deals kick in after 2024-2025, they’ll exist alongside the three-headed effort from Disney, Fox, and WBD, standalone ESPN, Netflix and the WWE, the NBA’s FAST channel and who knows what else.

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Emma Roth
Peacock’s NFL Wild Card game helped give it a subscriber boost.

The Comcast-owned streaming service says it added 3 million paid subscribers over the past few months, bringing it to 34 million total members. In addition to airing the “most-streamed event ever in the US” in January, Peacock also added Oppenheimer and other Christopher Nolan flicks to its lineup.

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Richard Lawler
Next season’s streaming-only NFL playoff game might be on Prime Video.

Amazon isn’t part of the incoming ESPN / Fox Sports / Warner Bros. streaming juggernaut, but it has the NFL.

The Wall Street Journal and Deadline report Prime Video will be home to the next streaming exclusive postseason football game, beating out NBCU’s attempt at a Peacock repeat thanks to a right of first refusal clause in its Thursday Night Football deal.

Peacock’s stream peaked at more than 24 million viewers for a game last month between Kansas City and Miami.

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Emma Roth
Peacock subscribers are going up.

The streaming service gained 3 million subscribers over the past few months, bringing its total number to 31 million, according to Comcast’s latest earnings report.

Peacock subscribers have grown steadily over the past year as the service continues to experiment with live sports. Its most recent AFC Wild Card game became the “most-streamed event ever in the US.”

WWE Monday Night Raw is ditching cable for NetflixWWE Monday Night Raw is ditching cable for Netflix
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Richard Lawler
Peacock’s AFC Wild Card game was the “most-streamed event ever in the US.”

Initial numbers from Nielsen and NBCUniversal are out, showing the audience Peacock pulled for the first streaming-exclusive NFL playoff game that reportedly cost around $110 million. They note a total of 27.6 million viewers, with a peak average of 24.6 million during the second quarter -- much higher than last month’s “holiday exclusive” game.

The Peacock Exclusive AFC Wild Card ranks as the most-streamed event ever in the U.S. with an average audience (AMA) of approximately 23.0 million viewers across Peacock, NBC stations in Miami and Kansas City, and on mobile with NFL+, according to Nielsen custom fast national data.

The streams we were watching mostly held up, if you saw the game, how was the experience for you?

Disclosure: Comcast, which owns NBCUniversal, is also an investor in Vox Media, The Verge’s parent company.

Image reading “Peacock Exclusive AFC Wild Card Game is Biggest Live-Streamed Event in U.S. History”
Image: NBC Sports (X)
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Wes Davis
Paramount Global reportedly extended its cable deal with Comcast.

According to Deadline, the company notched the deal without losing any of its channels on Comcast’s Xfinity service. The article says the agreement came in just under the wire to prevent a Paramount cable blackout.

Paramount was in a strong position. Deadline noted that its CBS network has broadcast rights for the Super Bowl in February, while Variety points out Comcast could be one of the rumored companies eyeing Paramount for acquisition.