The FCC’s recent approval, by a 4-1 margin, of the merger between Comcast and NBC Universal effectively transforms the nation’s biggest cable company into its largest media company as well. The $30 billion joint venture which was first announced in 2009 has many—including News Corporation, Time Warner and Disney—calling foul. To nobody’s surprise, the affirmative ruling (all 279 pages of it) came with some significant strings attached, including provisions around Net Neutrality, Over the Top (OTT) distribution and transparency, broadband affordability, as well as the new company’s role with Hulu.
Realmente el futuro crecimiento de las telecos pasa por dejar de ser meros proveedores de conectividad. Por otro lado, esta claro que las telecomunicaciones se están convirtiendo en un negocio de transporte de media, luego me parece que esta integración vertical de Comcast tiene mucho sentido para participar de ese negocio de contenidos y como maniobra defensiva tb, para disponer de contenidos en exclusiva que ya no van a tener su competencia y los OTT.
Una historia a seguir, quizá marquen el camino a seguir.
