Comcast / NBCUniversal Investor Day for Peacock: all specs on launch dates, business model, tiers and content

Investor Day for Peacock

Launch dates

• 200415 for Comcast Xfinity X1 (video) & Flex (BB-only) subs
• 200715 generally in the US
• International launch later

Business model

• Focus on ads, ad load 5 min/hr
• Focus on HH (all genres)
• Tiers
• Peacock Free: limited programming, 7500 hr; with ads
• free for all
• Peacock Premium With Ads: complete programming 15k hr incl. live sports and early access to late-night shows; with limited ads
• free for Comcast and Cox subs (24m)
• 5 $/mo for non-subs
• Peacock Premium: incl. non-televised Premier League soccer games; ad-free
• 5 $/mo for Comcast and Cox subs
• 10 $/mo for non-subs

Content

• With originals (series and films)
• Live sports
• Platform based on Sky tech

Targets

• 30-35m subs YE 2024
• Cumulative EBITDA investment 2020-'21 $2b
• Outlook 2024: 30-35m active subs, ARPU $6-7, revenue $2.5b, adjusted EBITDA break-even