CMCSA Comcast Corporation Class A

Comcast to Host First Quarter 2020 Earnings Conference Call

Comcast Corporation will host a conference call with the financial community to discuss financial results for the first quarter on Thursday, April 30, 2020 at 8:30 a.m. Eastern Time (ET). Comcast will issue a press release reporting its results earlier that morning.

The conference call will be broadcast live on Comcast’s Investor Relations website at . Those parties interested in participating via telephone should dial (800) 263-8495 with the conference ID number 9334849.

A replay of the call will be available starting at 12:00 p.m. ET on Thursday, April 30, 2020 on the Investor Relations website or by telephone. To access the telephone replay, which will be available until Thursday, May 7, 2020 at midnight ET, please dial (855) 859-2056 and enter the conference ID number 9334849.

To automatically receive Comcast financial news by email, please visit our Investor Relations website and subscribe to Email Alerts.

About Comcast Corporation

Comcast Corporation (Nasdaq: CMCSA) is a global media and technology company with three primary businesses: Comcast Cable, NBCUniversal, and Sky. Comcast Cable is one of the United States’ largest high-speed internet, video, and phone providers to residential customers under the Xfinity brand, and also provides these services to businesses. It also provides wireless and security and automation services to residential customers under the Xfinity brand. NBCUniversal is global and operates news, entertainment and sports cable networks, the NBC and Telemundo broadcast networks, television production operations, television station groups, Universal Pictures, and Universal Parks and Resorts. Sky is one of Europe's leading media and entertainment companies, connecting customers to a broad range of video content through its pay television services. It also provides communications services, including residential high-speed internet, phone, and wireless services. Sky operates the Sky News broadcast network and sports and entertainment networks, produces original content, and has exclusive content rights. Visit for more information.

EN
31/03/2020

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Reports on Comcast Corporation Class A

Vikash Harlalka
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BEAD: Update for 3 More States

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Vikash Harlalka
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BEAD: Impact of Price caps on funding

Based on a leaked internal NTIA memo related to BEAD, it seems like the final proposals by the states may not be final and the NTIA may force them to make changes to their plans. We have analyzed all the proposals so far and estimate that Comcast, AT&T and Frontier may be most impacted by these rules. However, the overall impact isn’t material.

Vikash Harlalka
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Cable’s win share among movers

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Vikash Harlalka
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Vikash Harlalka
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CMCSA Quick Hit: Versant Spin Accretive to Comcast Valuation

Comcast filed Form 10 for Versant late last week. Versant includes most of Comcast’s cable networks and some digital media assets. In this short note, we analyze the financials of Versant, the impact of the spin-off on Comcast’s growth, valuation of Versant, and the potential upside to Comcast’s stock following the spin-off.

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