Inside the NBCU Custody Battle

Inside the NBCU Custody Battle

July 3, 2026 · 41 min

About this episode

Julia and Dylan discuss the implications of the Comcast-NBCUniversal split and the newsletter business's focus on niche topics.

Julia and Dylan reunite to talk through the implications of the Comcast-NBCUniversal split—a move that could actually reposition NBCU as a buyer rather than an acquisition target, with Netflix and Amazon among the potential suitors. Then they turn to a revealing Beehiiv report on the newsletter business, and break down why niche topics like finance and investing are dominating the industry leaderboard.

People in this episode

Hosts: Julia, Dylan

Mentioned in this episode

Organizations: Comcast, NBCUniversal, Netflix, Amazon, Beehiiv

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