Daily MIC: Comcast Announces Plans to Split Media, Tech Businesses; Google Capacity Constraints Limit Meta’s Use of Gemini AI Models; A Look at Disney CEO D’Amaro’s First 100 Days

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Daily MIC: Comcast Announces Plans to Split Media, Tech Businesses; Google Capacity Constraints Limit Meta’s Use of Gemini AI Models; A Look at Disney CEO D’Amaro’s First 100 Days

Media, Internet & Communications Daily June 29, 2026

TMT Research Guggenheim

GSTMTResearch@guggenheimpartners.com Daily MIC: Comcast Announces Plans to Split Media,

Michael Morris, CFA Tech Businesses; Google Capacity Constraints Limit michael.morris@guggenheimpartners.com

804 253 8025 Meta’s Use of Gemini AI Models; A Look at Disney

Curry Baker CEO D’Amaro’s First 100 Days curry.baker@guggenheimpartners.com

804 253 8029

Charles Wilber RELEVANT, TIMELY OPINION, ANALYSIS AND NEWS FLOW FOR TMT

charles.wilber@guggenheimpartners.com INVESTING

804 335 3977

Taylor Manley Key News Flow: CMCSA, GOOG/L, META, DIS, WBD, SONY, LION, PSKY, ROKU,

taylor.manley@guggenheimpartners.com NFLX, AMZN, AAPL, FOXA, MSGS, LYV, SPHR, SNAP, TikTok

804 253 1336

Grayson Glenn KEY NEWS FLOW

grayson.glenn@guggenheimpartners.com

804 253 8053 CMCSA: Comcast to Split Media and Tech Businesses Into Two Separate Companies

(WSJ) - Comcast announced plans to separate into two companies through a tax-free spinoff

of NBCUniversal and Sky. Shares in the company jumped more than 25% in premarket

trading.The move, which was announced by the company early Monday, will result in two

publicly traded companies. Comcast shareholders will own shares in both Comcast and

NBCUniversal, the company said. The separation is expected to be completed within the

next year. Current co-Chief Executive Mike Cavanagh will lead the new NBCUniversal media

and entertainment company, while former Chief Financial Officer Michael Angelakis will

return to run Comcast.

GOOG/L, META, SPCX: Google caps Meta’s Gemini use as AI demand strains capacity