"It's a landscape in chaos right now."

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The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 24 April 2023

⏱️ 27 minutes

🔗️ Recording | iTunes | RSS

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Summary

Streaming video was an industry in flux even before this weekend's surprise news.

(00:21) Jason Moser discusses:
- Ripple effects for Peacock in the wake of NBCUniversal CEO Jeff Shell resigning
- Disney, and the fate of NBCUniversal's minority stake in Hulu
- Johnson & Johnson aiming to raise $3.5 billion in the IPO spinoff of its consumer healthcare division

(11:31) Nick Sciple continues his conversation with anonymous Substack writer Doomberg about Tesla's plans for the future and investing for energy pinch points.

Companies discussed: CMCSA, DIS, JNJ, TSLA

Host: Chris Hill
Guests: Jason Moser, Nick Sciple, Doomberg
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Dan Boyd

Transcript

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0:00.0	Look who showed up over the weekend. It's the news fairy.
0:08.5	Motley Full of Money starts now.
0:11.0	I'm Chris Hill, joining me in studio Motley Full of Senior Analyst Jason Moser.
0:18.2	Happy Monday.
0:19.2	Happy Monday indeed.
0:21.7	Not for Jeff Shell.
0:23.5	Because for those unfamiliar and all admit, I was not familiar with Jeff Shell before this
0:28.5	weekend, but he was the CEO of NBC Universal and he is now out of a job because over the weekend
0:36.0	the company announced he is leaving immediately because he had an inappropriate relationship
0:42.3	with a woman at work.
0:44.6	And now parent company Comcast, president Mike Cavano is going to take his place for
0:50.9	now.
0:52.5	And Shell had a big portfolio, which is why we're talking about this.
0:57.9	He oversaw the company's theme parks, television news, sports production, and oh by the way,
1:06.6	peacock, the streaming service.
1:09.1	And as much as anyone, he was a champion of that service.
1:12.5	And that's where I want to go with this Jason because this is a curve ball for the streaming
1:18.1	industry that no one really saw coming.
1:22.2	peacock has been trailing its competitors in terms of overall subscribers, that sort
1:26.8	of thing.
1:28.6	Where do you want to start with this?
1:30.2	Well, I mean, I think it's important you did mention peacock.
	...

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