I'd be curious to know what the propeller-heads who study long-term valuation think of Comcast NBCUniversal.
I'm not one of those people, but I have this idea that of that combo-package, NBC has the best long-term business model, Universal second and Comcast third.
Comcast's primary value *now* is its local monopolies on broadband and cable television, and the cable part isn't an actual monopoly if you take DirectTV and Dish into account as viable competitors for most households. But long-term, doesn't the whole viability of the cable television model look shaky? Netflix, HBO Now, Prime Instant, the whole streaming thing looks like its undermining their cable business.
That leaves broadband, but who knows what that will look like in 5-10 years. 5G with high enough caps and/or more fiber rollouts could undermine that business, too.
Universal is mostly a production studio, and their future is probably decent as a content production business -- maybe not big growth, but at least competitive if managed right.
NBC still has a giant network of affiliates who actually broadcast their signal in addition to a fair amount of content that still draws eyeballs, which makes it seem to have some durability.
So at the end of the day, Verizon, with its giant cell phone network and terrestrial network seems to have much more asset value and long-term value.