GLOBAL RESEARCH ARCHIVE
Good Morning Media!
Research evidence excerpt
Good Morning Media!
Equity Research
Industry Update — June 30, 2026
Media
Our Call Steven Cahall
Good Morning Media! is our daily take on the relevant newsflow affecting the Media & Equity Analyst | Wells Fargo Securities, LLC
Steven.Cahall@wellsfargo.com | 212-214-8240
Cable sectors.
Omar Mejias
Equity Analyst | Wells Fargo Securities, LLC
Games and gigawatts. According to Reuters, NBCU is eyeing digital gaming and new Omar.Mejias@wellsfargo.com | 787-370-9353
entertainment franchises as growth options after its planned split from CMCSA, while Wojtek Majerczak
Comcast’s cable/connectivity business could pursue tech investments tied to data Associate Equity Analyst | Wells Fargo Securities, LLC
centers and AI. No tie-ups have been discussed, and any deal would come only after Wojtek.Majerczak@wellsfargo.com | 212-214-5480
the separation. The report comes amid questions about further industry consolidation,
though Roberts said the split is not a prelude to deals. (Source: Reuters)
Never say never. According to Handelsblatt, DTE CEO Timotheus Höttges is pushing
plans to unite Deutsche Telekom and TMUS under a new holding company, potentially
based in Ireland or Switzerland, while Bonn would remain the operating center. The effort
has gained urgency as new competition emerges. Any deal likely requires majority-of-
minority approval from non-DTE TMUS holders, implying a sizable premium may be
needed. (Source: Handelsblatt/StreetAccount)
Peacock lands on YouTube. CMCSA/NBCU’s Peacock Premium Plus is now available
through YouTube Primetime Channels in the US for $16.99/month, giving subs access
to NBC, Bravo, Telemundo, Universal movies and live sports directly inside YouTube. The
launch stems from NBCU/GOOGL’s 2025 multiyear deal, which also kept NBCU networks
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