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

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

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…