CMCSA Comcast Corporation Class A

Comcast to Participate in Deutsche Bank Investor Conference

On Monday, March 9, 2020, Jeremy Darroch, Group Chief Executive of Sky (Nasdaq: CMCSA), will participate in Deutsche Bank’s 28th Annual Media, Internet & Telecom Conference in Palm Beach, Florida.

A live webcast of the event will be available on the Company's Investor Relations website at on Monday, March 9, 2020 at 12:00 P.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 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
27/02/2020

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Reports on Comcast Corporation Class A

Jonathan Chaplin
  • Jonathan Chaplin

A closer look at Cox footprint

We’ve been getting questions from clients about competitive dynamics in Cox’s markets after Charter announced its acquisition. In this note, we use Broadband Insights to explore the fiber competition in Cox’s markets today and in the future, who the largest competitors are, and market demographics.

Jonathan Chaplin
  • Jonathan Chaplin

CMCSA: Thoughts following two days with the Comcast team

We just returned from two days at Universal Orlando. We learned a lot about the theme parks business, but not much that would change our thesis on the Company. We learned a little about the pivot taking place in Cable that is important to the thesis.

Jonathan Chaplin
  • Jonathan Chaplin

Autumn for Broadband 1Q25

In this installment of our Autumn for Broadband series, we provide a quick update on trends in the broadband market based on what we have seen from the companies that have reported so far. Net adds declined from an already weak pace a year ago and are well below the pre-pandemic norm. The expected recovery following the end of ACP didn’t materialize. We ponder whether growth is structurally lower, or whether temporary ACP-related pressures have persisted longer than expected.

Blair Levin
  • Blair Levin

The Cost of the Deal: What Does the Skydance/Paramount Situation Tell ...

Paramount is entering into mediation to resolve the litigation with President Trump and remove a barrier to FCC approval of the pending acquisition by Skydance. In this note we update our thoughts on what the deal’s process tells us about pending and future deals can expect from the government approval process.

Jonathan Chaplin
  • Jonathan Chaplin

CHTR and CMCSA: correcting price comparisons

This note corrects the pricing comparison we showed for Comcast and Charter last week. When we checked pricing on the Charter website, we were presented with an old Spectrum One offer, for some reason. In this note, we include a more complete comparison of pricing across both categories of offers available at both companies. The punchline: Charter’s rack rates have come down a lot.

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