The Medium from PARQOR

The Medium from PARQOR

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The Medium from PARQOR
The Medium from PARQOR
Mic Drop #20: Success and Underperformance in Comcast's ($CMCSA) Strategy for Peacock

Mic Drop #20: Success and Underperformance in Comcast's ($CMCSA) Strategy for Peacock

A surprising amount of transparency from Comcast implies it loves Peacock because it helps to tell the story for High Speed Internet

Mar 12, 2021
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The Medium from PARQOR
The Medium from PARQOR
Mic Drop #20: Success and Underperformance in Comcast's ($CMCSA) Strategy for Peacock
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Exactly two months ago I wrote about “Peacock’s ($CMCSA) Quiet Pivot To Focus On Its Free and Premium Tiers”. At one point I looked at Peacock through the lens of two slides from the PARQOR Learnings from 2020, Predictions for 2021 deck, and a data point from ANTENNA Data, and concluded:

  1. Peacock has weak product channel fit for not one but three differe…

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