CMCSA Comcast Corporation Class A

Comcast Offers Thousands of Grants, Equipment, Marketing and Technology Resources to Small Businesses Hardest Hit by COVID-19

Comcast Offers Thousands of Grants, Equipment, Marketing and Technology Resources to Small Businesses Hardest Hit by COVID-19
EN
13/10/2020

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Reports on Comcast Corporation Class A

David Barden
  • David Barden

Takeaways from our 2026 Global Connectivity Leaders Conference

We wrapped up the US version of our 2026 Global Connectivity Leaders Conference in partnership with BCG. Our London conference wrapped up on Tuesday. We will be hosting a joint takeaways call next week, Tuesday, 3/31. Here are our key quick takeaways from the US conference.

Vikash Harlalka
  • Vikash Harlalka

CMCSA: Updating for Versant spin, new PT is $34

Having digested the revised trending schedules for the Versant spin, we are updating our Comcast model for the new disclosures, our conversations with management, and for comments at industry conferences. In this note, we compare the disclosures in the new trending schedule with prior reports. We also share our updated operating and financial estimates for 1Q and full year 2026. Finally, we have updated our valuation for the Versant spin and revised our Comcast price target to $34.

David Barden ... (+2)
  • David Barden
  • Vikash Harlalka

Quick Hit: GFiber combines with Astound Broadband…who’s affected?

GFiber just announced it is combining with Astound Broadband. In this report we take a deep dive into the footprints of the two companies and analyze their overlap with the major Cable and Fiber operators. This new entity joins Brightspeed, Uniti, and Ziply in the pantheon of private fiber residential overbuilder/aggregators.

David Barden ... (+2)
  • David Barden
  • Vikash Harlalka

Broadband cNPS comparisons by tech & operator - The latest data availa...

Scouring the data in this report, we’d point you to the appendix for a quick review. What stands out is that when a broadband customer interacts with a sales rep, presumably they are doing so with a problem or request that an automated or AI-driven IVR cannot address. Almost without fail, sales rep interactions are the Achilles heal of the market right now and likely a core reason, care scores suffer. The operator that can solve this puzzle, and it could be cable, has a window to shift their rel...

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