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Jeff Baumgartner
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Jeff Baumgartner,
User Rank: Light Sabre
9/23/2018 | 8:40:00 PM
Other implications
As Comcast tries to get this deal salted away in the days and weeks to come, there's going to be much analysis of the implications of it beyond that it will give Comcast a significant presence across the pond and more scale to its video business. Three things to chew on:

-With respect to competition, the acquisition of Sky will pit Comcast against Liberty Global in some European markets. That changes the landscape considerably as Comcast and Liberty Global have been collaborative partners with efforts like RDK Management and in other areas. How does this deal change the ongoing relationship between Comcast & Liberty Global?

-What happens to Hulu? Via the Fox deal, Disney will own 60% of Hulu. Will there be some wheeling and dealing to have Comcast lock up Fox's stake in Sky and maybe have Disney move to buy out the other Hulu owners, including Comcast and AT&T (which got its 10% stake in Hulu from its ia its acquisition of Time Warner Inc.) ?

-On the technolgy front, will Comcast eventually look to unify its video platform in the US and in Europe by eventually shifting Sky's offering to X1 and RDK, a move that would give Comcast more scale for its platform and drive some of the operational benefits?

 

JB


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