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Peacock Streaming’s 90-Day Retention Rates Plummet 40% After Price Hike, Alarming NBCUniversal’s Board. In a sharp reversal of its Q3 growth narrative, Peacock’s user engagement metrics have tanked following a controversial $1 monthly price increase, with internal data showing a 40% drop in 90-day subscriber retention versus pre-hike cohorts. This churn spike threatens NBCUniversal’s $2.5B streaming revenue target for 2025, as analysts now question the platform’s ability to compete with Netflix and Disney+ without aggressive content spend. Sources say CEO Brian Roberts is privately weighing a strategic pivot to ad-supported tiers to staunch the outflow, but Wall Street reaction has already shaved 8% from Comcast shares. The lesson: in streaming’s zero-sum game, price leverage without retention science is a fast track to obsolescence.

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Peacock Streaming’s 90-Day Retention Rates Plummet 40% After Price Hike, Alarming NBCUniversal’s Board. In a sharp reversal of its Q3 growth narrative, Peacock’s user engagement metrics have tanked following a controversial $1 monthly price increase, with internal data showing a 40% drop in 90-day subscriber retention versus pre-hike cohorts. This churn spike threatens NBCUniversal’s $2.5B streaming revenue target for 2025, as analysts now question the platform’s ability to compete with Netflix and Disney+ without aggressive content spend. Sources say CEO Brian Roberts is privately weighing a strategic pivot to ad-supported tiers to staunch the outflow, but Wall Street reaction has already shaved 8% from Comcast shares. The lesson: in streaming’s zero-sum game, price leverage without retention science is a fast track to obsolescence.