Motley Fool Hidden Gems Investing Comcast's Streaming Milestone (and 1 Hidden Winner)
Jul 5, 2022
Jason Moser, a Senior Analyst at Motley Fool, discusses Comcast's growing Peacock streaming service, highlighting its impressive $1 billion in ad revenue and its unique ad-supported model amid fierce competition. Morgan Housel reflects on the lessons from the Great Recession, addressing its causes, like the mortgage crisis, and the resulting shifts in investment strategies. Both guests provide valuable insights into the evolving landscape of media and the crucial implications for today’s investors.
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Comcast's Strategy for Peacock
- Comcast views Peacock as an extension of its TV landscape, not a separate streaming business like Netflix.
- This strategy leverages live sports and other content for broader distribution and user acquisition.
Personal Peacock Experience
- Jason Moser notes subscribing to Peacock's mid-tier plan, which includes commercials.
- He highlights how Peacock uses live events, like the U.S. Open, to drive viewership.
Ad Rate Increase
- Comcast increased ad rates in the mid-single digits, indicating pricing power.
- This, coupled with growing user engagement, further benefits their ad-focused approach.