CMCSA Comcast Corporation Class A

Defense Information Systems Agency (DISA) Awards $9.3 Million, 10-Year Commercial Ethernet Gateway Contract to Comcast Business

today announced it has been awarded a $9.3M, 10-year contract by the United States’ Defense Information Systems Agency (DISA) to establish Commercial Ethernet Gateways to provide Ethernet connections to its Defense Information Systems Network (DISN) in the Northeastern United States.

In May 2016, the Department of Defense was directed to migrate to Ethernet-based services in an effort to reduce overall telecommunications costs. As a result, the DISN’s 17,000 legacy, point-to-point public switched telephone network (PSTN) circuits will be replaced with Ethernet connections. The migration will take place across twelve regions, providing coverage to the 48 contiguous states and the District of Columbia. Region 1 has been awarded to Comcast Business and covers the Northeastern United States.

“This award lets us do our part to support the nation. Transforming DISA’s network to an Ethernet-based solution will deliver a performance-based network to DISA and its mission partners,” said Ken Folderauer, Vice President, Federal Government Sales, Comcast Business. “The US Government is one of the largest IT buyers in the world. Only the very best earn their trust and Comcast Business is honored to be on that short list. We look forward to continuing to build out this incredible partnership with DISA.”

Comcast Business will deliver its Ethernet Virtual Private Line (EVPL) service to fulfill DISA’s network requirements and provide a flexible Ethernet solution capable of meeting the Agency’s demands. Comcast Business’ EVPL service helps improve application performance across a network with a private, point-to-multipoint network design between multiple locations. EVPL offers the potential for performance improvements and managed cost as compared to legacy Wide Area Network (WAN) technologies such as T1 lines, Multiprotocol Label Switching (MPLS), Frame Relay, Asynchronous Transfer Mode (ATM), and private lines.

DISA provides enterprise network and IT infrastructure to support the requirements of the Department of Defense’s more than 40 military services, combatant commands and support organizations worldwide.

About Comcast Business

Comcast Business offers Ethernet, Internet, Wi-Fi, Voice, TV and Managed Enterprise Solutions to help organizations of all sizes transform their business. Powered by an advanced network, and backed by 24/7 customer support, Comcast Business is one of the largest contributors to the growth of Comcast Cable. Comcast Business is the nation’s largest cable provider to small and mid-size businesses and has emerged as a force in the Enterprise market; recognized over the last two years by leading industry associations as one of the fastest growing providers of Ethernet services.

For more information, call 866-429-3085. Follow on Twitter @ComcastBusiness and on other social media networks at .

EN
30/03/2020

Underlying

To request access to management, click here to engage with our
partner Phoenix-IR's CorporateAccessNetwork.com

Reports on Comcast Corporation Class A

Blair Levin
  • Blair Levin

What Policies Matter to Telco’s Success: Supply Side or Demand Side? ...

T CEO John Stankey recently said that “I’ve never seen federal policy this supportive of market-based investment in advanced networks.” That statement raises multiple interesting investor related questions about what does, and does not, support investment in advanced networks, including the relative importance of those policies that drive supply and those that drive demand, and how government is treating advanced networks versus networks that have lower cost structures but also involve lower pe...

Vikash Harlalka
  • Vikash Harlalka

CMCSA: The value unlock trade? Nope. No major change in fundamentals

We shared our view of Comcast’s results this morning. Results were in line and commentary on the business fundamentals were mostly unchanged. In this note following the earnings call and our follow-up conversations, we address the following key investor issues including 1) the big picture value unlock theory; 2) the newly (apparently) amended VZ MVNO agreement; 3) broadband ARPU growth; 4) Connectivity EBITDA growth; 5) 2026 capital spend; 6) wireless net adds, and 7) 2026 FCF.

Vikash Harlalka
  • Vikash Harlalka

CMCSA 4Q25 Quick Take: Results mostly in line; Waiting to hear what’s ...

Comcast’s results were mostly in line with estimates. Broadband losses and ARPU were in line. On the call, we would be keen to hear about subscriber trends in 1Q. We don’t expect any major changes to the stock price based on these results. What will drive the stock today is commentary on 1Q broadband trends and potential ‘value unlock’ from an NBCU spin.

Blair Levin
  • Blair Levin

Can CMCSA Buy CHTR After the Cox Deal is Done?

With the CHTR/Cox deal moving towards approval and CMCSA out of running for WBD, we are again getting questions as to whether CMCSA could buy the combined CHTR/Cox entity. Further, as our New Street colleagues discussed yesterday, there has been a divergence in the stock price performances of Comcast and Charter driven by a potential ‘value unlock’ resulting from a potential split of Comcast cable from NBCU. It is beyond the scope of our expertise to analyze the financial details that could jus...

Vikash Harlalka
  • Vikash Harlalka

CMCSA: Potential Value Unlock?

Investors have been asking about the diverging stock price performance between Comcast and Charter. We believe the reason is an expanding conversation about the potential ‘value unlock’ that could emerge were Comcast to split its cable and NBCU businesses. In this note, we estimate what Comcast could be worth were this scenario to play out. To be clear, we are skeptical. Not that it shouldn’t happen, but rather the Roberts’ are too invested in their belief about the synergy between these entitie...

ResearchPool Subscriptions

Get the most out of your insights

Get in touch