Comcast is cutting NBCUniversal loose. Netflix, Apple, and Amazon might want to look.
THE SO WHAT
Unwinding a 25-year media–broadband combo is a bet that distribution pipes and content libraries are now better optimized apart. If you’re a streamer or rights holder, this widens the field of potential acquirers—and raises the odds of another round of consolidation-driven licensing renegotiations.
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