$Comcast(CMCSA)$ Toxic business model.-How long can they keep raising rates to meet their revenue Growth?-Broadband subscriber is being saturated.-Peacock was major failure. only 30% active users out of the 33M subscriber they claim. Most of these are already Comcast customers who have broadband service. Just Ad-sales revenue. (Should be relying on Subscription rather than ad, since people will get sick of watching ad every 5 minutes).-Theme Parks - EPIX postponed, not at full capacity due to COVID.-Cable TV subs will keep cutting cords.-NBCU lacks new contents compared to other programming companies.SUGGESTION-SPIN OFF NBCU BUSINESS. THE ONLY WAY to get full value for investors.
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