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?
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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