Vodafone brand is dead anyway. See my previous posts about this.
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Comcast would effectively be getting Sky NZ for free when added to their business given Comcast’s P/E. They need more original content which sky may be able to generate if it heads in that direction. And they are in a better position to increase profit then sky is on its own.
Wow. Forsythe Barr actually had something positive to say about Sky.
https://www.goodreturns.co.nz/articl...rs-on-nzx.html
“However, our analysts expect the risk to near term forecast earnings is net positive, with a positive bias signalled for ABA, AIA (slightly positive), AIR (slightly positive), FBU, FSF, NZX, SKL, SKT, SUM and THL (slightly positive).
The future for New Zealand telecommunication companies, ie Spark and Vodafone, is to follow the recent trend of American telecommunication companies and be more vertically and horizontally integrated and to also generate more exclusive content.
They don't just want to sell you access to data. They want to create and then sell the data, as there is a greater margin when doing this.
Interesting article (relevant to Sky) on how Foxtel has repositioned its business:
https://www.channelnews.com.au/foxte...ivers-content/