CMCSA Comcast Corporation Class A

Comcast to Participate in Goldman Sachs Investor Conference

On Tuesday, September 15, 2020, Brian L. Roberts, Chairman and Chief Executive Officer of Comcast Corporation (Nasdaq: CMCSA), will participate in the Goldman Sachs 29th Annual Communacopia Virtual Conference.

A live webcast of the event will be available on the Company's Investor Relations website at on Tuesday, September 15, 2020 at 9:40 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 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
26/08/2020

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Reports on Comcast Corporation Class A

Vikash Harlalka
  • Vikash Harlalka

CHTR: 1Q preview, and just BTW, what about merging with Comcast?

One of the most interesting things to come out of our Global Connectivity Leaders Conference was Charter CFO Jessica’s comments about M&A. We think the odds of a Charter-Comcast merger are higher today than just a month ago. In this note, we share some preliminary thoughts about a potential transaction between Charter and Comcast (and beyond…). Our colleague Blair has a note out on the topic today as well.

Blair Levin
  • Blair Levin

How might the federal government view a CHTR/CMSCA deal?

The New Street team has published a note updating our CHTR 1Q outlook but importantly theorizing about the prospects for a possible CHTR/CMSCA deal (…and beyond). In this note, we discuss how we think the government might review such a deal, including traditional antitrust considerations, political elements, and the timing of such a deal.

David Barden
  • David Barden

Wireless cNPS operator comparisons: The latest relative carrier perfor...

CEOs. That’s what’s new. Verizon and T-Mobile and Comcast. As one would expect, our mid4Q cNPS data shows that not much changed from prior quarters. Among the Big 3, T-Mobile continues to lead, Verizon lagged, and there wasn’t much movement. Cable improved slightly Q/Q but lags the facilities-based players. It’s not a network problem…

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.

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