CMCSA Comcast Corporation Class A

Comcast to Participate in Goldman Sachs Communacopia Conference

On Tuesday, September 20, 2016, Brian L. Roberts, Chairman and Chief Executive Officer of Comcast Corporation (NASDAQ: CMCSA), will participate in the Goldman Sachs 25th Annual Communacopia Conference in New York City.

A live webcast of the event will be available on the Company's Investor Relations website at www.cmcsa.com on Tuesday, September 20, 2016 at 8:00 A.M. Eastern Time. An on-demand replay will be available shortly after the conclusion of the presentation.

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About Comcast Corporation

Comcast Corporation (Nasdaq: CMCSA) is a global media and technology company with two primary businesses, Comcast Cable and NBCUniversal. Comcast Cable is one of the nation's largest video, high-speed Internet and phone providers to residential customers under the XFINITY brand and also provides these services to businesses. NBCUniversal 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. Visit www.comcastcorporation.com for more information.

EN
09/09/2016

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Reports on Comcast Corporation Class A

Jonathan Chaplin
  • Jonathan Chaplin

Comcast Post-1Q25 Model Update

What’s new: In this note, we cover changes to our estimates, and comparisons with guidance and consensus. Please see separate notes reviewing results and thoughts following the earnings call. The most significant changes are higher broadband losses and lower EBITDA in 2025. We expect Consensus to increase broadband losses as well as lower EBITDA. No change to thesis. Price target is $38 (+15%).

Jonathan Chaplin
  • Jonathan Chaplin

CMCSA: Quick thoughts following the call 1Q25

What’s new: in this note we cover the source of the pressure Comcast is seeing on broadband growth (market vs competition), we cover the potential causes of slower market growth, we cover the causes of competitive pressures and the impact of recent pricing changes, and we touch on implications for ARPU and EBITDA growth.

Jonathan Chaplin
  • Jonathan Chaplin

CMCSA 1Q25 Quick Take

What’s new: Revenue in-line. EBITDA beat expectations handily, due mostly to better results in C&E. C&P revenue and EBITDA was in-line, with weak subscriber trends and slightly better than expected ARPU.

Blair Levin
  • Blair Levin

In Good News for CMSCA, DIS (and Robocallers and Pirate Radio, Among O...

What’s New: The Fifth Circuit overturned the FCC’s 2020 and 2024 decisions to impose a $57 million fine against T for actions related to improper use customer data. Based on a recent Supreme Court decision, the appellate court ruled that the FCC actions violate T’s Seventh Amendment right to a jury trial, likely upending broader FCC enforcement efforts. In this note we analyze the impact of the Court’s decision on our coverage universe generally and well as specifically to some of the companie...

Jonathan Chaplin
  • Jonathan Chaplin

CMCSA: Free Wireless Line for All Broadband Customers

What’s new: Wepublished a brief note yesterday on the rising competitive intensity in Wireless following T-Mobile’s launch of new plans. Later in the day, Comcast launched a new Wireless plan and new free-line promotions too. We cover Comcast’s new offers and the implications for the Company and the group in this brief note.

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