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Friday Mailing #47: RSNs & Disaggregation
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Streaming (2020-2024)

Friday Mailing #47: RSNs & Disaggregation

If MSG Networks can't reach a deal with Comcast, will it be better off disaggregating its content and betting on streaming?

Oct 08, 2021
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Friday Mailing #47: RSNs & Disaggregation
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First, a quick note to fine-tune a point I made in Wednesday’s Member Mailing on AMC Networks and MSG Entertainment:

  • Comcast Xfinity reaches 18MM+ residential video customers, and 21MM+ Xfinity customers when including Xfinity Flex, but MSG Networks is not in 18MM+/21MM+ homes nationally

  • Rather, it is in “a healthy six-figure number” in New Jersey and Con…

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