by Shelt Garner
I’m of the opinion that current streaming underperformer Peacock’s best days are head of it. The reason — I think it’s inevitable that there will be even more media consolidation and NBCUniversal is going to gain access to a lot more content for Peacock.
My current hunch is that Warner Bros Discovery will merge with NBCUniversal and then dump all their streaming content into Peacock. I think, long term, Peacock is a great brandname that will resonate with audiences. I also think that as the streaming business continues to mature that we might see some pretty shocking M & A activity.
Like, I think Apple might use some of its Solomon wealth to buy both Spotify and Netflix and then somehow meld all that streaming ability with both Apple+ and iTunes. Or something. That just seems to make a lot of sense to me at the moment.
I guess what I’m saying is — the streaming story isn’t over yet. A lot of interesting things are set to happen sooner than you might think.