Comcast: Lurking, Hidden Risks, And The NBA Deal Makes It Worse


  • Comcast’s NBCUniversal is reportedly close to securing the NBA rights it lost in 2002, potentially tripling the fees charged by Warner Brothers Discovery.
  • The deal has potential for massive losses in a streaming-only world and the decline of the linear bundle, but will make money if linear bundle holds.
  • It’s the latest of several NBCUniversal sports deals with an exceptionally wide profit range, as much as $2 billion in profits on linear, and potentially the same amount in losses.
  • Comcast’s other divisions continue to perform strongly, although broadband remains pressured by fixed wireless.


Well, I still can’t believe it, but it’s true nonetheless; the NBA will shortly be (nearly) tripling its annual rights fees.

The even more amazing thing is, that isn’t even the real headline; from the beginning, the NBA has been seeking nothing less

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