Also, as some of those being spun out have emphasized, the profits still
made by MSNBC and CNBC have for some years now not been reinvested in the
cable businesses; now presumably, they will be, including possibly
acquiring more cable properties, perhaps under valued in the current
climate. I’m not sure that a company of unwanted toys really has a viable
sustainable financial future, but could be interesting to see how this
plays out. It’s not impossible that in the aftermath of all the mergers to
come, there might be some other legacy news operations that could be
scooped up relatively cheaply by the “SpinCo” - we might have something
like a MSNBCBS News channel on our hands in a couple of years.

We cut the cord on actual cable some years ago, and if ESPN truly goes
streaming, I may cut the virtual cable cord too and get rid of my YouTube
TV subscription once the NBA is off TNT, As I can’t think of anything
besides Jeopardy, that I would want to watch that I would still need access
to cable. However, while they are mostly over 40, I still know a lot of
people who consume most of their television from cable/broadcast, and it’s
hard to imagine what must be tens of millions of Americans giving up cable
completely anytime soon. It’s a scaled down business to be sure, but seems
like it could still be profitable?

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On Wed, 20 Nov 2024 at 11:33 AM Mark Jeffries <[email protected]> wrote:

> And it should be emphasized that Roberts will still be running the new
> company, so that basically it's keeping the reduced profits from the cable
> networks from affecting everything else at NBCU and Kabletown. Nothing's
> being sold to another entity yet, and outside of Byron Allen, frankly who
> would?
>
> Mark Jeffries
>
>
> On Wed, Nov 20, 2024 at 12:36 PM M-D November <[email protected]>
> wrote:
>
>> Thoughts:
>>
>>    - Presumably there's a lot of cross-pollination between the NBC News
>>    and MSNBC newsrooms. I'm curious to see what this does to both news
>>    organizations - will there still be some form of collaboration, or will
>>    there be a true firewall?  And will MSNBC and CNBC have to change their
>>    names, now that they're not affiliated with the mothership?
>>    - This feels strangely like the Viacom/CBS split from a few years
>>    back, and I'm wondering how long it lasts until Kabletown reabsorbs the
>>    spinoff.
>>    - Re: Greg's point about the WWE deal - one could make the argument
>>    that, if the international transition to Netflix goes well, the writing is
>>    ultimately on the wall for all domestic WWE programming, but I know 
>> there's
>>    still some time left on the Peacock deal, plus they just signed a new
>>    rights agreement for Smackdown and 4x specials a year on NBC, so nothing's
>>    going to happen right away.  Plus, WWE and the USA Network have been 
>> joined
>>    at the hip for such a long time (save for a cup of coffee in the 'aughts)
>>    that I have a hard time believing that TKO would ever pull all programming
>>    from USA, but as they say, anything can happen in the WWE.
>>
>>
>> On Tuesday, November 19, 2024 at 11:13:25 PM UTC-5 Greg Diener wrote:
>>
>>> So if USA is being sold off, it's safe to say WWE will be moving their
>>> catalog in the US from Peacock to Netflix like it will be everywhere else
>>> once the Peacock contract runs out.
>>>
>>> Greg
>>>
>>> On Tuesday, November 19, 2024 at 9:57:26 PM UTC-5 Kevin M. wrote:
>>>
>>>> All the other cable nets to be spun off into a separate failing
>>>> business.
>>>>
>>>> Interestingly, NBC News and MSNBC would no longer share the same bad
>>>> journalists, as they’d no longer be bought and paid for by the same rich
>>>> white men. Comcast plans to keep NBC, Peacock, and Bravo… everything else
>>>> goes bye bye.
>>>>
>>>>
>>>> https://www.hollywoodreporter.com/business/business-news/comcast-cable-networks-msnbc-spinoff-1236066871/?utm_campaign=trueanthem&utm_medium=social&utm_source=linkedin
>>>>
>>>>
>>>> Kevin M. (RPCV)
>>>>
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