“I continue to be optimistic,” said Comcast President-PDG Brian Robertsasked the tail of a Q&R press conference and why it remains so optimistic about the prospects for the growth of the company.
“Obviously, look at the world around us and there is instability. We are roughly concentrated, most of the company, in the United States “with” some of the external things that happen, we have had the chance to (be on another) market with Sky in the United Kingdom-but most of the companies are here. And I think it’s always the best country where you can develop your business. »»
He was not precise but from today, A trade war is in CanadaWith Mexico to come. President Donald Trump Launched 25% of prices overnight on both nations and doubled import taxes on Chinese products at 20%. China responded with prices on American agricultural goods. All of this has led the stock market for the second consecutive day and is likely to stimulate inflation. High interest rates, which were probably down, might not do so soon.
In addition, the president of the FCC, Brendan Carr, announced last month the commission launched an investigation into the nbcuniversal parent policies In the midst of a radical decline in diversity, equity and inclusion initiatives in the public and private sector.
The prospect of a lighter regulatory touch and more mergers and acquisitions, a hope that has partially helped to sweep Trump in the office, has not yet materialized in economic uncertainty. Media societies, in particular, have time with the new president.
Asked about mergers and acquisitions at the Morgan Stanley rally, Roberts said that the stock sitting on a historic multiple low makes the bar raised for acquisitions. “It’s our job to look at everything, and we do it. (But) The last two acquisitions have all been around commercial services, in fact, not what everyone would have predicted. »»
The solid assessment of broadband and media giant gives it the scale it needs for everything it needs.
Like a new Nba Deal Rights-A key to Peacock, covering “a big hole” in the calendar to “slow down the slowdown and build something long-term,” he said. “We have Sunday evening football. We have the Olympic Games. We obviously have all the entertainment content. But, you know, just after New Year, winter and a little spring – the first and second quarter – this is where the NBA has tonnage. And we actually get the most games from one of the three suppliers … which drives your submarines, your arpu and your unsubscribe. Arpu is an average turnover per user.
He called the upcoming spin-off of Nbcu Cable Networks (except Bravo), an original idea of President Mike Cavanagh, “a very intelligent decision”.
“We didn’t do something like that before, and it was not my idea, but I like to think that we are open -minded.”
He reiterated that only a small vision fraction (about 2%) on Peacock came from wired networks. “Thus, brands that are really strong, which are our wired networks, do not get a direct solution to consumers today. And these are big brands and they are excellent companies. So we have a very good path so that they can take advantage of our solid assessment, be extinguished, to be one of the first to do it. Others, I think, would like to be in our position, with the ability to do it quickly, have a first advantage of a mover. »»
Warner Bros. Discovery restructures its activities into two divisions, separating linear streaming networks and studios in what seems to be the basic work of your own split.
Roberts said that the Comcast’s transaction should be completed by the end of the year and has promised excellent board of directors and an upcoming name.