CMCSA Comcast Corporation Class A

Comcast to Participate in Morgan Stanley Investor Conference

On Monday, February 27, 2017, Brian L. Roberts, Chairman and Chief Executive Officer of Comcast Corporation (NASDAQ: CMCSA), will participate in Morgan Stanley’s 2017 Technology, Media & Telecom Conference in San Francisco, California.

A live webcast of the event will be available on the Company's Investor Relations website at www.cmcsa.com on Monday, February 27, 2017 at 6:45 P.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
13/02/2017

Underlying

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

Reports on Comcast Corporation Class A

Vikash Harlalka
  • Vikash Harlalka

BEAD: Fiber slips further; FWA gains some ground

Georgia, New Mexico and Oklahoma have reported their BEAD proposals. We are also including the numbers released by Washington yesterday. While fiber remains the dominant technology, its share slipped further. FWA and satellite increased their share of locations. In this note, we analyze the results, compare them with estimates from our Broadband Insights database, and its implications for broadband companies.

Vikash Harlalka
  • Vikash Harlalka

BEAD: More state proposals; Fiber still dominant but Satellite gaining...

We now have BEAD proposals from 12 states. While fiber still remains the dominant technology, its share of locations has decreased as Satellite gains more ground. In this note, we analyze the results, compare them with estimates from our Broadband Insights database, and its implications for broadband companies.

Vikash Harlalka
  • Vikash Harlalka

BEAD: West Virginia releases final proposal

What’s new: West Virginia released their final proposal last night. Among large broadband operators, Frontier was the big winner. Comcast continues to feature in the list of proposed providers. Fiber continues to be the preferred technology. In this short note, we discuss the proposal, compare the results with our estimates from Broadband Insights database, provide a quick summary of BEAD proposals so far, and discuss the implications for broadband companies.

Vikash Harlalka
  • Vikash Harlalka

2Q25 Broadband Trends

What’s new: in this report we discuss one of the drivers of slower broadband growth – a rise in mobileonly households. While we do not have the data to support it, we discuss the reasons why we find it a plausible explanation for the slower industry growth. We also update our industry forecast and reprise our work on competitive positioning of the operators based on relative cNPS scores.

Vikash Harlalka
  • Vikash Harlalka

BEAD: Louisiana releases final proposal

Louisiana was the second state to release their final proposal at the end of last week. Virginia just beat Louisiana and was the first. Louisiana Local Fiber Consortium, which includes T-Mobile, was the big winner again. Surprisingly, Comcast was the only large Cable operator among the winners. The ILECs won less than we expected. Fiber continues to be the technology of choice for BEAD. In this short note, we discuss the proposal, compare the results with our estimates from Broadband Insights da...

ResearchPool Subscriptions

Get the most out of your insights

Get in touch