Comcast's potential cable networks separation will test the appetite for media reconfiguration

1. Comcast considers separating NBCUniversal's cable networks due to stagnant growth. 2. Focus shifts to Peacock, its streaming service, impacting cable portfolio strategy. 3. Executives hint at potential industry consolidation following a cable network spin-off. 4. Declining cable assets might attract private equity interest for future investments. 5. Comcast's stock gained over 3% following its third-quarter earnings announcement.