CMCSA Comcast Corporation Class A

Comcast Government Services Awarded Fifth Multimillion Dollar Contract in a Row From Defense Information Systems Agency (DISA)

Comcast Business today announced that Comcast Government Services has been awarded another multimillion-dollar contract by the United States’ Defense Information Systems Agency (DISA) as part of the Agency’s effort to replace legacy circuits across the country with Ethernet-based services to improve network performance and reduce overall telecommunications costs. The contract, covering DISA’s Commercial Ethernet Gateway (CEG) Region 6, represents $76M for up to ten years. Comcast has now won five CEG regions for a total of more than $343M covering 35 states nationwide; the Company was awarded , and

DISA provides, operates, and assures information-sharing capabilities, command and control solutions and a global enterprise infrastructure to support the Department of Defense’s more than 40 military services, combatant commands and support organizations worldwide, as well as national-level leadership, including the President, Vice President and Secretary of Defense. The Agency is amid a multi-phase initiative to replace 17,000 point-to-point public switched telephone (PSTN) circuits with Ethernet-based services across the continental U.S. to enhance connectivity, improve network performance and reduce overall telecommunications costs.

DISA CEG Region 6 covers sites in Arizona, Colorado, Idaho, Montana, New Mexico, Oklahoma, Oregon, Texas, Utah, Washington, and Wyoming.

“We’re committed to helping the Department of Defense further its vision of becoming the trusted provider to connect and protect the warfighter in cyberspace through its Commercial Ethernet Gateway initiative,” said Ken Folderauer, Vice President, Government Sales, Comcast Business. “We are thrilled to be recognized with our fifth CEG regional contract win in a row. DISA understands the critical importance of establishing an advanced underlying network infrastructure to enable seamless, secure, voice, video, and data services for its mission partners, and we look forward to continuing to build this relationship in the future.”

Comcast Government Services will help DISA establish Commercial Ethernet Gateways by delivering Ethernet Virtual Private Line (EVPL) service, providing a flexible Ethernet solution to meet the Agency’s demands. Comcast Business’ EVPL service helps improve application performance across a network with a private, point-to-multipoint network design between multiple locations. EVPL offers the potential for performance improvements and managed cost as compared to legacy Wide Area Network (WAN) technologies such as T1 lines, Frame Relay, Asynchronous Transfer Mode (ATM), and private lines.

For more information, visit: .

About Comcast Business

Comcast Business offers a suite of Connectivity, Communications, Networking, Cybersecurity, Wireless, and Managed Solutions to help organizations of different sizes prepare for what’s next. Powered by the nation’s largest Gig-speed broadband network, and backed by 24/7 customer support, Comcast Business is the nation’s largest cable provider to small and mid-size businesses and one of the leading service providers to the Enterprise market. Comcast Business has been by industry analysts and associations as a leader and innovator, and one of the fastest growing providers of Ethernet services.

For more information, call 866-429-3085. Follow on Twitter @ComcastBusiness and on other social media networks at .

EN
04/08/2021

Underlying

To request access to management, click here to engage with our
partner Phoenix-IR's CorporateAccessNetwork.com

Reports on Comcast Corporation Class A

Blair Levin
  • Blair Levin

What Policies Matter to Telco’s Success: Supply Side or Demand Side? ...

T CEO John Stankey recently said that “I’ve never seen federal policy this supportive of market-based investment in advanced networks.” That statement raises multiple interesting investor related questions about what does, and does not, support investment in advanced networks, including the relative importance of those policies that drive supply and those that drive demand, and how government is treating advanced networks versus networks that have lower cost structures but also involve lower pe...

Vikash Harlalka
  • Vikash Harlalka

CMCSA: The value unlock trade? Nope. No major change in fundamentals

We shared our view of Comcast’s results this morning. Results were in line and commentary on the business fundamentals were mostly unchanged. In this note following the earnings call and our follow-up conversations, we address the following key investor issues including 1) the big picture value unlock theory; 2) the newly (apparently) amended VZ MVNO agreement; 3) broadband ARPU growth; 4) Connectivity EBITDA growth; 5) 2026 capital spend; 6) wireless net adds, and 7) 2026 FCF.

Vikash Harlalka
  • Vikash Harlalka

CMCSA 4Q25 Quick Take: Results mostly in line; Waiting to hear what’s ...

Comcast’s results were mostly in line with estimates. Broadband losses and ARPU were in line. On the call, we would be keen to hear about subscriber trends in 1Q. We don’t expect any major changes to the stock price based on these results. What will drive the stock today is commentary on 1Q broadband trends and potential ‘value unlock’ from an NBCU spin.

Blair Levin
  • Blair Levin

Can CMCSA Buy CHTR After the Cox Deal is Done?

With the CHTR/Cox deal moving towards approval and CMCSA out of running for WBD, we are again getting questions as to whether CMCSA could buy the combined CHTR/Cox entity. Further, as our New Street colleagues discussed yesterday, there has been a divergence in the stock price performances of Comcast and Charter driven by a potential ‘value unlock’ resulting from a potential split of Comcast cable from NBCU. It is beyond the scope of our expertise to analyze the financial details that could jus...

Vikash Harlalka
  • Vikash Harlalka

CMCSA: Potential Value Unlock?

Investors have been asking about the diverging stock price performance between Comcast and Charter. We believe the reason is an expanding conversation about the potential ‘value unlock’ that could emerge were Comcast to split its cable and NBCU businesses. In this note, we estimate what Comcast could be worth were this scenario to play out. To be clear, we are skeptical. Not that it shouldn’t happen, but rather the Roberts’ are too invested in their belief about the synergy between these entitie...

ResearchPool Subscriptions

Get the most out of your insights

Get in touch