Three Dynamics in the Roku ($ROKU) and Comcast/NBCU ($CMCSA) Standoff

Why Comcast/NBCU may be overplaying their hand with Peacock on Roku

Sep 18, 2020

∙ Paid

I am not sold NBCU, nor Comcast, should still be in a standoff with Roku - in digital it is always better to be in front of consumers and quickly iterating. As I wrote in in July on NBCU's Peacock launch day, Peacock Chairman Matt Strauss's freemium rollout strategy has been "free drives scale and learnings, and originals will drive engagement ("consump…

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