Atlantic Equities - Comcast Corporation Class A (CMCSA) Q3: EBITDA beat, broadband/voice PSUs light

Report

Atlantic Equities

Hamilton Faber

Q3: EBITDA beat, broadband/voice PSUs light

26/10/2017 3 EN

Underlying

Comcast Corporation Class A

Comcast is a media and technology company. The company's segments are: Cable Communications, which provides internet, video, voice, and security and automation services in the United States individually and as bundled services at a discounted rate over its cable distribution system to residential and business customers; NBCUniversal, which includes a portfolio of national cable networks that provide a variety of entertainment, news and information, and sports content, regional sports and news networks, international cable networks, and cable television studio production operations; and Sky, which owns a portfolio of pay television channels that provide entertainment, news, sports and movies.

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US20030N1019 NASDAQ Stock Market United States

Provider

Atlantic Equities

Formed in 2003 by an established team from Cazenove, one of the most respected investment banks in the UK, Atlantic Equities conducts and publishes fundamental, bottom up research on mid and large cap US companies.

Atlantic provide order execution through a wide range of DMA products and algorithmic trading suites.

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Analysts

Hamilton Faber

Other Reports on these Companies

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Comcast Lights Up WiFi Boost Delivering Gig Speeds to Xfinity Mobile Customers on Millions of WiFi Hotspots

PHILADELPHIA--(BUSINESS WIRE)-- and devices can now connect to millions of new “Xfinity Mobile” hotspots and receive Internet speeds over WiFi up to 1 Gigabit per second (Gbps). By delivering a faster connection over Xfinity’s WiFi network, Comcast is helping ensure customers can stream, game, chat, download and surf wherever they are. This press release features multimedia. View the full release here: Comcast delivers gig speeds to Xfinity Mobile and Comcast Business Mobile customers (Graphic: Business Wire) Today 90 percent of the mobile data traffic on Xfinity Mobile devices travels over...

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Comcast Business Expands Cybersecurity Portfolio with Managed Detection and Response

PHILADELPHIA--(BUSINESS WIRE)-- today announced it has expanded its cybersecurity portfolio with the launch of its Comcast Business Managed Detection and Response (MDR) solution. The solution combines an advanced security analytics platform and Security Operations Center (SOC) to help medium and large enterprise customers detect, analyze, and mitigate cyber threats in an ever-evolving and challenging threat landscape. Managed Detection and Response is a cybersecurity service that combines technology and human expertise to perform cyber threat hunting, monitoring, and response. One of the pr...

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Comcast Launches NOW – a New Brand and Product Portfolio that Redefines Low-Cost Internet, Mobile and TV

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Model update

This report contains forecasts updated for reported Q218 results. Neither our financial nor PSU estimates are materially changed and we remain Overweight with a 12m PT of $365.

October 1, 2018 October 1, 2018 5 EN

Kunaal Malde ... (+2)

Kunaal Malde
CFA

V/MA: strong core, adjacencies more competitive

V/MA remain core long term holdings with secular cash to card tailwinds driving strong growth long term, supported by developments such as contactless. Valuation remains reasonable, although newer growth areas such as B2B face greater competition. We remain Overweight V/MA, raise our price targets to $173 and $250 respectively and currently favour V which trades on a PE of 28x, three turns lower than MA.

October 1, 2018 October 1, 2018 17 EN

John Heagerty ... (+3)

John Heagerty
Nadja Heini
CFA

Banks: Trading update and 3Q18 preview

Market volatility has moderated significantly since the beginning of the year, ceasing to be a tailwind for the banks' trading revenues in 3Q18. Despite the strong IB pipelines (announced M&A is up 40% YTD), fee pools have been affected by timing issues and are down 15-20% across the industry for the current quarter. Medium term, the outlook remains positive thanks to improving GDP growth, benign credit conditions, rising interest rates and a deregulatory focus. We have lowered our 3Q18 EPS estimates by 3% on average. Our longer term forecasts decline only modestly by 1%. C remains our t...

September 27, 2018 September 27, 2018 14 EN

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Q3: EBITDA beat, broadband/voice PSUs light

Comcast Lights Up WiFi Boost Delivering Gig Speeds to Xfinity Mobile Customers on Millions of WiFi Hotspots

Comcast Business Expands Cybersecurity Portfolio with Managed Detection and Response

Comcast Launches NOW – a New Brand and Product Portfolio that Redefines Low-Cost Internet, Mobile and TV

Model update

V/MA: strong core, adjacencies more competitive

Banks: Trading update and 3Q18 preview

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