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

CMCSA: Free Wireless Line for All Broadband Customers

What’s new: Wepublished a brief note yesterday on the rising competitive intensity in Wireless following T-Mobile’s launch of new plans. Later in the day, Comcast launched a new Wireless plan and new free-line promotions too. We cover Comcast’s new offers and the implications for the Company and the group in this brief note.

Blair Levin
  • Blair Levin

Another Starlink v. DISH Spectrum Battle

What’s New: Another front has opened in the long running war between SpaceX/Starlink and DISH/EchoStar. In this latest one, SpaceX argues that DISH’s utilization of its AWS-4 band should compel the FCC to start a rulemaking to establish a new framework for sharing the 2 GHz MSS band. In this note, we summarize SpaceX’s arguments, DISH’s response, what FCC precedent and the relevant Trump agenda tells us, as well as the great unknown about the level of Musk’s influence at the FCC.

Blair Levin
  • Blair Levin

BEAD Data Shows CMSCA Active in Many States

With all but four states having started and/or completed their prequalification process for eligibility for BEAD funding, there is new data showing high levels of participation by CMSCA and CHTR, with significant levels of participation by T and FBYR (to be acquired by VZ.) In this note we discuss that data and state of play as the states move forward and the Department of Commerce aims for a decision in about a month (which we think is likely to be delayed) for resolving how the BEAD should be...

Vikash Harlalka
  • Vikash Harlalka

CMCSA Quick Hit: New Pricing Plans and Five Year Price Guarantee Annou...

Comcast has just announced new pricing plans along with a five-year price guarantee for its broadband customers. We discuss the implications of this announcement in this short note.

Jonathan Chaplin
  • Jonathan Chaplin

Conflicting expectations in mobile and broadband

In our Broadband Trends report published this week, we show that bottom-up forecasts are well below our top-down forecast. The disconnect is all in Cable, and mostly in Comcast. We don’t have enough conviction in our top-down forecast to make a call on Comcast, particularly ahead of 1Q25 results where management has provided very clear context on trends, but we suspect results for the year won’t be as bad as feared. By contrast in our Wireless Trends report last week, we showed that our forecas...

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