Comcast's losses for Peacock are not out of line with what they had previously forecast. The signaling here is that as Comcast ramps up these investments, if we follow the signals, Netflix had a price increase in introduced ad tier and Disney Plus has introduced a price increase. Look for Comcast sooner rather than later to start leveraging the footprint that it's growing here.
If you attempted to fly Southwest Airlines over the holidays, you're not going to be surprised by their latest earnings results.
(0:20) Tim Beyers discusses: - Southwest's $220 million loss - Why the airline has "a more fundamental problem" - Comcast's growing subscribers (and costs) in its streaming service, Peacock
(11:00) Ricky Mulvey talks with Catie Peiper about Netflix's international expansion and programming strategy.
Companies discussed: LUV, CMCSA, NFLX, WBD
Host: Chris Hill Guests: Tim Beyers, Catie Peiper Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks
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