NBC Universal is reportedly considering expanding its presence in the gaming sector through potential acquisitions, a move that could follow its split from parent company Comcast. The Reuters report indicates that such a push would likely not occur until the corporate separation is finalized, an event anticipated in approximately one year.
Comcast CEO Brian Roberts has a documented interest in the gaming industry, having previously explored the possibility of acquiring major publishers like Activision and Electronic Arts, as well as investing in Epic Games. While these past endeavors did not materialize, his son, Tucker Roberts, currently leads Comcast's gaming division and is said to be eager to pursue further opportunities.
NBC Universal's current involvement in gaming includes a partnership with Nintendo for the successful animated Mario films produced by its Illumination studio. Furthermore, the company has an existing relationship with generative AI gaming startup Wolf Games, which recently launched "Law & Order: Clue Hunter," a game based on the NBC television series.
Upon the split from Comcast, NBC Universal will be led by Michael Cavanagh. He has expressed that the separation will grant the company "freedom now to explore adjacent businesses where we have the right to play." While the Reuters report alluded to entities like Take-Two and Xbox in the context of broader industry shifts, it did not specifically identify them as acquisition targets for NBC Universal. Take-Two is currently gearing up for the release of "Grand Theft Auto 6," with no indications of a potential sale.
This potential strategic shift by NBC Universal occurs amidst significant industry consolidation and restructuring. Notably, Xbox is reportedly evaluating its development studios for potential closures or sales as part of a strategic realignment. There have also been speculative discussions about Microsoft potentially spinning off its Xbox division, which could theoretically make it a more attractive acquisition target.
NBC Universal's potential move into gaming would align with a broader trend of media conglomerates increasing their stake in the interactive entertainment space. Paramount, for instance, is in the process of acquiring Warner Bros. Discovery, a deal that would bring a portfolio of game development studios, including NetherRealm, Avalanche Software, Rocksteady, TT Games, and WB Games, under its ownership.