The Media Odyssey TAKING A CLOSER LOOK AT: Comcast & Canal+
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Apr 3, 2025 The hosts explore Canal+'s ambitious global expansion in Asia and Africa while battling high content costs. They discuss the company's innovative subscription models and strategic shifts, including app enhancements. In contrast, Comcast faces challenges with stagnant broadband and a controversial spin-off of low-margin cable networks. The analysis highlights the broader struggle of legacy media adapting to a digital-first world, revealing insights on how both companies navigate their respective market environments.
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Canal+ Subscriber Growth
- Canal+ experienced pay-TV subscriber growth, unlike the declining US market.
- This positive growth is significant considering the overall trend.
Profitability in Emerging Markets
- While European subscribers generate higher average revenue, Asia and Africa contribute similar profits.
- This highlights the profitability potential of emerging markets.
Comcast Broadband Stagnation
- Comcast's broadband business, its primary growth driver, is experiencing stagnation.
- This plateau, combined with declining video subscribers, poses a challenge.