Exclusive-NBCUniversal may enter video game business after Comcast split, sources say Echo Wang, Dawn Chmielewski and Milana Vinn Mon, June 29, 2026 at 1:33 PM PDT 4 min read CMCSA By Echo Wang, Dawn Chmielewski and Milana Vinn June 29 - NBCUniversal is eyeing opportunities in digital gaming and new entertainment franchises as the company weighs options for future growth after its planned spinoff from Comcast, according to three people with direct knowledge of the matter. Comcast's cable and connectivity business, meanwhile, is ripe for technological investments that could take advantage of the massive surge in data centers and AI, these people said. No tie-ups have been discussed, and any potential deal would not happen until a period of time following the split, the people said. These are among a broad range of options the company is exploring. Comcast declined to comment on any possible deals. In an interview with Reuters, Comcast CEO Brian Roberts said the company had decided the separation was "the better way to move forward for the opportunities that we see for both of these businesses is to let them run independent of each other with focused dedicated great management teams and strong assets." As to the timing, he added: "We just decided once you're in go mode, you know, we want to go." The announcement has ignited chatter of potential M&A activity for both businesses, especially at a time when television and film sales have continued to decline as people cut the cord in favor of streaming, games and social media. Shares in Charter rose as much as 25% on Comcast's announcement on speculation the two could merge. Roberts denied any suggestion the planned spinoff was a prelude to further deals. "Absolutely not," he said on a Monday call with investors. He added that it's "the right move to put each company in the strongest position to create value, fully monetize its assets, and aggressively pursue its own or great organic growth strategies." Despite that stance, bankers, lawyers and analysts said NBCUniversal assets could become an attractive takeover target, pointing to its film and television studio, theme parks and streaming service Peacock as higher-growth businesses compared with its declining cable channels. One potential buyer could be Netflix, according to a person familiar with the matter, who said the streaming company could view NBCUniversal's studio and content library as strategically complementary, though any combination would likely face significant regulatory and structural hurdles. As part of the spinoff, Comcast will retain a 19.9% stake in NBCUniversal, which the company plans to sell down over time to help avoid taxes. Story Continues But to preserve the tax free structure, NBCUniversal would need to operate independently for at least a year after the spinoff, during which period it cannot pursue a sale or a merger. At the same time, the entertainment giant could consider an M&A transaction sooner as long as the parties had not previously discussed a potential deal. Comcast declined to comment on this analysis of the...
🔥 EXCLUSIVE PARTNER OFFER
1pc Super-Slim, High-Power Magnifying Glass - Perfect for Students! 3 Times
0.71
🎯 Best price guarantee! Order now and enjoy fast shipping with global tracking.
Affiliate link — Commission earned at no extra cost to you
© EcoNews DZ — Global Economic & Financial News
Comments
Post a Comment