CMCSA Comcast Corporation Class A

Xfinity Mobile Expands 5G Coverage Nationwide

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

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CMCSAComcast Corporation Class A

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Reports on Comcast Corporation Class A

Blair Levin
  • Blair Levin
EUR 8428.00
CMCSA Comcast Corpora...
T AT&T INC. ... (+3)

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...

CMCSA COMCAST CORPORATION CLASS A
T AT&T INC.
CHTR CHARTER COMMUNICATIONS INC. CLASS A
02/10/26 February 10, 2026 1 EN
Vikash Harlalka
  • Vikash Harlalka
CMCSA Comcast Corpora...

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.

CMCSA COMCAST CORPORATION CLASS A
01/29/26 January 29, 2026 1 EN
Vikash Harlalka
  • Vikash Harlalka
CMCSA Comcast Corpora...

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.

CMCSA COMCAST CORPORATION CLASS A
01/29/26 January 29, 2026 1 EN
Blair Levin
  • Blair Levin
EUR 8428.00
CMCSA Comcast Corpora...
CHTR Charter Communi...

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...

CMCSA COMCAST CORPORATION CLASS A
CHTR CHARTER COMMUNICATIONS INC. CLASS A
01/27/26 January 27, 2026 1 EN
Vikash Harlalka
  • Vikash Harlalka
CMCSA Comcast Corpora...

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...

CMCSA COMCAST CORPORATION CLASS A
01/26/26 January 26, 2026 1 EN

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