How Peacock Leans On Broadcast TV Content

The following is a selection from Brandon Katz of Parrot Analytics.

Comcast plans to spin off most of its cable assets into a separate entity. That's interesting in any age, but especially this one, where more inventory seems to be the preferred outcome to less as a boon to streaming services. But Comcast is also in a unique position there, as data from Parrot Analytics points out.

• Parrot data shows that in Q3 2024, Comcast's Peacock has the largest share of demand dedicated to broadcast programming, at 36.1% (nearly 8% higher than Hulu at No. 2).
• Though there's still more content being fed in from cable (38.7% on Peacock last quarter), the service is not leaning as heavily on it as a competitor like Paramount, which sees 50.2% of its demand derived from cable content, or Disney+ at 54.5%.
• Comcast's cable nets being spun off doesn't preclude the content from remaining on Peacock either; yet, it's still interesting to see a reality where it could be just fine with an amalgamation of NBC broadcast content and Bravo (which it's keeping in the fold).

[read the rest of Brandon Katz's post on TVREV]