CMCSA Comcast Corporation Class A

Comcast to Participate in Goldman Sachs Communacopia Conference

On Tuesday, September 20, 2016, Brian L. Roberts, Chairman and Chief Executive Officer of Comcast Corporation (NASDAQ: CMCSA), will participate in the Goldman Sachs 25th Annual Communacopia Conference in New York City.

A live webcast of the event will be available on the Company's Investor Relations website at www.cmcsa.com on Tuesday, September 20, 2016 at 8:00 A.M. Eastern Time. An on-demand replay will be available shortly after the conclusion of the presentation.

To automatically receive Comcast financial news by e-mail, please visit www.cmcsa.com and subscribe to E-mail Alerts.

About Comcast Corporation

Comcast Corporation (Nasdaq: CMCSA) is a global media and technology company with two primary businesses, Comcast Cable and NBCUniversal. Comcast Cable is one of the nation's largest video, high-speed Internet and phone providers to residential customers under the XFINITY brand and also provides these services to businesses. NBCUniversal 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. Visit www.comcastcorporation.com for more information.

EN
09/09/2016

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Reports on Comcast Corporation Class A

Jonathan Chaplin
  • Jonathan Chaplin

New Cable MVNO – implications for Cable and Mobile operators

Charter and Comcast announced that they have signed an MVNO with T-Mobile that will target new business customers (here). In this quick note we provide thoughts on implications for Verizon, T-Mobile, Charter, Comcast, and the industry more broadly.

Blair Levin
  • Blair Levin

Media Consolidation: Will FOX (Like CMSCA and DIS) Be in a Trump Trans...

As the Skydance/Paramount deal has demonstrated, the Trump FCC will address media transactions through a political lens. In this note, we discuss the implications for the sector of FOX potentially finding itself in the same position as CSMCA and DIS when it comes to the upcoming media consolidation, as well as other implications of the Colbert Affair and the federal defunding of PBS.

Jonathan Chaplin
  • Jonathan Chaplin

There is more Cable and Fiber M&A coming

This report provides a detailed update to our fiber forecast, with implications for the Fiber and Cable operators. The analysis suggests a strong incentive for Mobile and Cable operators to continue to consolidate assets. The analysis leverages the latest release of FCC data coupled with new features and data sets that have been built into Broadband Insights.

Blair Levin
  • Blair Levin

Summer Policy Wall of Worry (Part I)

Summer. In this note, we quickly review where we are on policy issues of interest to investors to help understand what to worry about this summer and what they can safely ignore until the fall.

Jonathan Chaplin
  • Jonathan Chaplin

Updating Price Targets for One Big Beautiful Bill Act

We have updated the price targets for our coverage as a result of the passage of the One Big Beautiful Bill Act. Prior to the bill becoming law, we had already added the value of tax reform to our price targets on a probability-weighted basis. We have now increased the probability from 75% to 100%.

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