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Why Is Peacock Being Bundled Into YouTube Premium? · Decoder with Nilay Patel

Decoder with Nilay Patel

Why Peacock is making a huge bet on YouTube

There’s been a whole lot of organizational and structural change at NBCUniversal since the last time Matt Strauss joined Decoder. First, Comcast spun most of the cable channels off into something called Versant, and Matt became the chairman of the entire NBCU Media Group. Next year, Comcast is splitting off NBCU into an entirely separate company. That's a…

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Notes

  1. What Is Versant, and Why Did Comcast Spin Off Its Cable Channels? at 1:45

    Matt Strauss says NBCUniversal spun some cable assets into Versant last year because the channels that stayed worked better together. Full answer

  2. Why Does Peacock Move Viewers Between Shows? at 6:24

    Matt Strauss says moving viewers back and forth across the portfolio is a critical part of continued growth: 40% of Love Island viewers also tuned in to watch… Full answer

  3. Why Is Comcast Spinning NBCUniversal Off? at 9:19

    Matt Strauss says the decision to spin NBCUniversal off from Comcast was made by Brian Roberts and Mike Cavanagh. He was not in the room. Full answer

  4. Why Does Peacock Still Share Sports With Broadcast? at 10:50

    Matt Strauss says about 20% of television households in the country still use over-the-air antennas. Full answer

  5. Did Live Olympics on Peacock Hurt Primetime Ratings? at 16:03

    Matt Strauss says putting every event live on Peacock did not pull viewers off NBC primetime. Full answer

  6. Why Does Peacock Look Like Broadcast Television? at 29:16

    Matt Strauss says Peacock was built from the start as an extension of the broadcast business, on the bet that streaming would look like television. Full answer

  7. How Does Peacock Afford Rising Sports Rights? at 33:06

    Matt Strauss says Peacock handles rising league demands by looking across the entire portfolio and ecosystem. Full answer

  8. Why Does Peacock Put Love Island Clips on TikTok? at 51:06

    Matt Strauss says a Love Island clip on TikTok is a win for Peacock because it grows share of audience and opens the sales funnel. Full answer

  9. Why Is Peacock Being Bundled Into YouTube Premium? at 56:46

    Matt Strauss says NBCUniversal will launch a bundle next year that pairs the ad-supported tier of Peacock with a tier of YouTube Premium. Full answer

  10. Why Is Peacock Partnering With YouTube? at 59:05

    Matt Strauss says YouTube TV has grown at a 26% to 27% compound annual growth rate over the past five years, while the pay TV ecosystem has declined at a 6%… Full answer

  11. Has Matt Strauss Talked With the Trump Administration About Broadcast? at 1:05:35

    Nilay Patel asks how NBCUniversal is handling pressure on NBC News from the Trump administration and FCC Chairman Brendan Carr, including broadcast licenses… Full answer

  12. Is Peacock Profitable? at 1:09:13

    Matt Strauss says Peacock was profitable in the third quarter, for the second quarter in a row. Full answer

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