Good Morning Media!

研报英文原文证据摘录

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