Welcome to Magic Markets Episode 153, brought to you by B2IT. In this episode, we're dipping our toes into the dynamic world of media and streaming as we discuss Comcast and MultiChoice.
Dive in with us as we answer questions like:
- Is there more than one way to invest in MultiChoice?
- There’s an innovative approach behind Comcast's Peacock streaming service, and it’s paying off with 60% year-on-year revenue growth. How does their experimentation with ad-supported tiers set them apart in the evolving world of streaming?
- What's driving MultiChoice's subscriber growth in the face of challenges like load shedding, and how does their emphasis on local content play a pivotal role in retaining viewers?
- There’s a strategic partnership unfolding between Comcast and MultiChoice – one that could potentially bring English Premier League football to Africa. What implications does this have for the different potential entry points into MultiChoice?
- How does MultiChoice navigate the competitive streaming landscape, and what strategies are they employing to adapt to changing viewer habits, especially with the surge in popularity of platforms like Netflix and Disney+?
- How does Comcast compare to some of its listed peers, and is Disney still the eternal disappointment?
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