CMCSA Comcast Corporation Class A

Xfinity Mobile Expands 5G Coverage Nationwide

Xfinity Mobile Expands 5G Coverage Nationwide
EN
13/10/2020

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CMCSAComcast Corporation Class A

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Reports on Comcast Corporation Class A

Vikash Harlalka
  • Vikash Harlalka
CMCSA Comcast Corpora...
VZ Verizon Communi... ... (+7)

BEAD: Another Major Update

We are almost in the home stretch of the BEAD proposal process. In this latest update, we now include BEAD proposals from 48 states & territories. We also incorporate the revisions in some state proposals. Comcast and Brightspeed are at the top of the list among wireline operators. Fiber’s share of locations remained unchanged from our last update. Satellite and FWA together account for close to a third of the locations awarded.

CMCSA COMCAST CORPORATION CLASS A
VZ VERIZON COMMUNICATIONS INC.
T AT&T INC.
CHTR CHARTER COMMUNICATIONS INC. CLASS A
ATUS ALTICE USA INC. CLASS A
FYBR FRONTIER COMMUNICATIONS PARENT INC
TMOBNL ODIDO (FORMERLY T-MOBILE NL)
11h / 15m 11h / 15m 1 EN
Vikash Harlalka
  • Vikash Harlalka
CMCSA Comcast Corpora...

CMCSA Quick Hit: Versant Spin Accretive to Comcast Valuation

Comcast filed Form 10 for Versant late last week. Versant includes most of Comcast’s cable networks and some digital media assets. In this short note, we analyze the financials of Versant, the impact of the spin-off on Comcast’s growth, valuation of Versant, and the potential upside to Comcast’s stock following the spin-off.

CMCSA COMCAST CORPORATION CLASS A
09/22/25 September 22, 2025 1 EN
Vikash Harlalka
  • Vikash Harlalka
CMCSA Comcast Corpora...

Comcast Pre-3Q25 Model Update

We updated our model for recent management commentary at investor conferences. Our estimate for 3Q broadband losses is unchanged and isn’t materially different than consensus. We lowered Connectivity EBITDA slightly. No change to thesis. Our price target is $36 (+14%).

CMCSA COMCAST CORPORATION CLASS A
09/18/25 September 18, 2025 1 EN
Vikash Harlalka
  • Vikash Harlalka
CMCSA Comcast Corpora...
VZ Verizon Communi... ... (+7)

BEAD: Update for 7 more proposals

In this latest update, we now include BEAD proposals from 39 states & territories. Comcast and AT&T remain at the top of the list among wireline operators. Fiber’s share of locations has stabilized with small share shifts in either direction with each update (fiber’s share increased slightly after this update). Satellite and FWA together account for close to a third of the locations awarded.

CMCSA COMCAST CORPORATION CLASS A
VZ VERIZON COMMUNICATIONS INC.
T AT&T INC.
CHTR CHARTER COMMUNICATIONS INC. CLASS A
ATUS ALTICE USA INC. CLASS A
FYBR FRONTIER COMMUNICATIONS PARENT INC
TMOBNL ODIDO (FORMERLY T-MOBILE NL)
09/12/25 September 12, 2025 1 EN
Vikash Harlalka
  • Vikash Harlalka
CMCSA Comcast Corpora...
VZ Verizon Communi... ... (+7)

BEAD: Funding wins and investments by operator

In this note on BEAD, we summarize the funding wins so far for each operator along with the matching investment they are expected to make based on the cost estimates of each state. Based on the state estimates, they are contributing 63% of the estimated build costs and the operators are expected to invest 37% of the cost. The share of investments needed varies depending on the operator, and in some cases may be lower than estimated.

CMCSA COMCAST CORPORATION CLASS A
VZ VERIZON COMMUNICATIONS INC.
T AT&T INC.
CHTR CHARTER COMMUNICATIONS INC. CLASS A
ATUS ALTICE USA INC. CLASS A
FYBR FRONTIER COMMUNICATIONS PARENT INC
TMOBNL ODIDO (FORMERLY T-MOBILE NL)
09/08/25 September 8, 2025 1 EN

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