Why Comcast Needs to Enter the M&A Game: Buy Out Hulu or a Competitor | Charts

Scale matters in streaming, and even with NBCUniversal titles, Peacock just isn’t big enough yet

If Comcast is serious about its streaming ambitions, it must weigh its two most likely expansion plans: Buying out Disney’s ownership stake in Hulu or an M&A with a competitor.

In its first-quarter earnings, Comcast showed impressive growth in Peacock subscribers to 22 million. But while revenue was up 45%, Peacock’s losses were mounting ($704 million vs. $456 million a year ago), the NBCUniversal parent reported Thursday.

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