Mic Drop #20: Success and Underperformance in Comcast's ($CMCSA) Strategy for Peacock
A surprising amount of transparency from Comcast implies it loves Peacock because it helps to tell the story for High Speed Internet
Exactly two months ago I wrote about “Peacock’s ($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:
Peacock has weak product channel fit for not one but three differe…