CMCSA Comcast Corporation Class A

Comcast Corporation Announces Jeff Shell Is Leaving the Company

Comcast today announced that the Company and Jeff Shell, Chief Executive Officer of NBCUniversal, have mutually agreed that Mr. Shell will depart effective immediately following the Company’s investigation led by outside counsel into a complaint of inappropriate conduct.

Mr. Shell said, “Today is my last day as CEO of NBCUniversal. I had an inappropriate relationship with a woman in the company, which I deeply regret. I'm truly sorry I let my Comcast and NBCUniversal colleagues down, they are the most talented people in the business and the opportunity to work with them the last 19 years has been a privilege.”

About Comcast Corporation

Comcast Corporation (Nasdaq: CMCSA) is a global media and technology company. From the connectivity and platforms we provide, to the content and experiences we create, our businesses reach hundreds of millions of customers, viewers, and guests worldwide. We deliver world-class broadband, wireless, and video through Xfinity, Comcast Business, and Sky; produce, distribute, and stream leading entertainment, sports, and news through brands including NBC, Telemundo, Universal, Peacock, and Sky; and bring incredible theme parks and attractions to life through Universal Destinations & Experiences. Visit for more information.

EN
23/04/2023

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Reports on Comcast Corporation Class A

Vikash Harlalka
  • Vikash Harlalka

CHTR: 1Q preview, and just BTW, what about merging with Comcast?

One of the most interesting things to come out of our Global Connectivity Leaders Conference was Charter CFO Jessica’s comments about M&A. We think the odds of a Charter-Comcast merger are higher today than just a month ago. In this note, we share some preliminary thoughts about a potential transaction between Charter and Comcast (and beyond…). Our colleague Blair has a note out on the topic today as well.

Blair Levin
  • Blair Levin

How might the federal government view a CHTR/CMSCA deal?

The New Street team has published a note updating our CHTR 1Q outlook but importantly theorizing about the prospects for a possible CHTR/CMSCA deal (…and beyond). In this note, we discuss how we think the government might review such a deal, including traditional antitrust considerations, political elements, and the timing of such a deal.

David Barden
  • David Barden

Wireless cNPS operator comparisons: The latest relative carrier perfor...

CEOs. That’s what’s new. Verizon and T-Mobile and Comcast. As one would expect, our mid4Q cNPS data shows that not much changed from prior quarters. Among the Big 3, T-Mobile continues to lead, Verizon lagged, and there wasn’t much movement. Cable improved slightly Q/Q but lags the facilities-based players. It’s not a network problem…

David Barden
  • David Barden

Takeaways from our 2026 Global Connectivity Leaders Conference

We wrapped up the US version of our 2026 Global Connectivity Leaders Conference in partnership with BCG. Our London conference wrapped up on Tuesday. We will be hosting a joint takeaways call next week, Tuesday, 3/31. Here are our key quick takeaways from the US conference.

Vikash Harlalka
  • Vikash Harlalka

CMCSA: Updating for Versant spin, new PT is $34

Having digested the revised trending schedules for the Versant spin, we are updating our Comcast model for the new disclosures, our conversations with management, and for comments at industry conferences. In this note, we compare the disclosures in the new trending schedule with prior reports. We also share our updated operating and financial estimates for 1Q and full year 2026. Finally, we have updated our valuation for the Versant spin and revised our Comcast price target to $34.

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