{"id":68162,"date":"2024-04-25T14:03:57","date_gmt":"2024-04-25T17:03:57","guid":{"rendered":"https:\/\/tvmasmagazine.com\/?p=68162"},"modified":"2024-04-25T14:03:57","modified_gmt":"2024-04-25T17:03:57","slug":"analisis-nbcuniversal-de-comcast-en-una-posicion-solida-segun-publicacion-de-resultados","status":"publish","type":"post","link":"https:\/\/tvmasmagazine.com\/en\/2024\/04\/25\/analisis-nbcuniversal-de-comcast-en-una-posicion-solida-segun-publicacion-de-resultados\/","title":{"rendered":"Comcast\u2019s NBCUniversal finds itself in a solid position heading into its earnings release."},"content":{"rendered":"

AN\u00c1LISIS | STREAMING PLATFORMS | PAY TV<\/span><\/strong><\/p>\n

\"\"

Oppenheimer<\/p><\/div>\n

Of the four big legacy conglomerates, NBCUniversal looks like the second most stable and viable long term \u2014 behind Disney and well ahead of Warner Bros. Discovery and Paramount Global.<\/strong><\/span><\/p>\n

This year\u2019s Paris Summer Olympics will offer an opportunity for the platform to distinguish itself as a premier SVOD with the right combination of live sports and scripted series.<\/strong><\/span><\/p>\n

Universal is looking to build on its industry-leading 2023 box office and awards performance spearheaded by Christopher Nolan\u2019s Oppenheimer. In an example of modern-day entertainment synergy at its finest, those popular Universal films have helped Peacock push its on platform demand share up to 8.8% in Q1 2024, a noticeable uptick from 7.6% a year ago. Peacock has now finished ahead of Paramount+ for two consecutive quarters in this category.<\/p>\n

Peacock has bled money over the last four years, but the Comcast C-suite insists its losses peaked in 2023. The platform built momentum in Q1 2024, led by the first ever streaming exclusive NFL Playoff game. Most importantly, Peacock is retaining most of the new subscribers who joined to watch the Kansas City Chiefs beat the Miami Dolphins.<\/p>\n

That said, the longterm viability of Peacock as a standalone streamer remains questionable. Even after steady growth, Peacock is stuck in last place among the major streamers in demand for its streaming original series. While it is making progress in total on-platform demand share, it still ranks just sixth in the category.<\/p>\n

This year\u2019s Paris Summer Olympics will offer an opportunity for the platform to distinguish itself as a premier SVOD with the right combination of live sports and scripted series. But if the streamer doesn\u2019t start significantly cutting its quarterly losses, Comcast\u2019s patience may wear thin.<\/p>\n

NBCU was first criticized for not investing enough into its direct-to-consumer business and then seemingly lauded for its careful consideration after Wall Street soured on the streaming model. While the overall entertainment company is well positioned, its streaming future remains in an uncertain no man\u2019s land. As such, it has the power to shake up the industry hierarchy should it decide to go all in on streaming or exit the field entirely. INFORMATION AND DATA from Parrot Analytics<\/strong>.<\/p>\n

\"\"

Catalog Demand Share by Original Release Type<\/p><\/div>\n