- In a debate over who's-in and who's-out (and are-they-even-selling) around Yahoo's Internet business, Comcast (CMCSA -0.9%) -- floated as a big-pocketed prospect to take it on -- is "unlikely" to buy the operations whole, SunTrust's Inder Singh says.
- Instead, the company might go more piecemeal, especially with substantial existing content assets in NBCUniversal. “We believe there are some adtech assets, for example BrightRoll (online video advertising), which Comcast may be interested in, but we believe CMCSA is unlikely to acquire all of core Yahoo to get these assets," Singh says.
- He also points to Verizon's AOL buy (lately held up as a model for a Comcast-Yahoo deal) as not necessarily the answer: "Comcast already has a number of adtech assets and significantly more video content with its ownership of NBCUniversal. Further, Comcast has acquired Visible World (programmatic TV ad sales platform), This Technology (content delivery including dynamic ad insertion business), FreeWheel (video ad content platform), ThePlatform (spin-in of online video management system), and is an investor in Videology (Private)" -- all part of a strategy already well at work.
- SunTrust colleague Robert Peck had speculated before that media companies like AT&T and Disney could be interested in pieces, as could News Corp. or Time Inc.
- Previously: Mizuho: Yahoo should sell core business, to Comcast (Dec. 04 2015)
- Previously: Media companies linked to circling pack around Yahoo Internet business (Dec. 02 2015)