New Street Research - Comcast Corporation Class A (CMCSA) Another Starlink v. DISH Spectrum Battle

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New Street Research

Blair Levin

EUR 8822.00 For Business Accounts Only

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.

22/04/2025 1 EN

Underlying

Comcast Corporation Class A

Comcast is a media and technology company. The company's segments are: Cable Communications, which provides internet, video, voice, and security and automation services in the United States individually and as bundled services at a discounted rate over its cable distribution system to residential and business customers; NBCUniversal, which includes a portfolio of national cable networks that provide a variety of entertainment, news and information, and sports content, regional sports and news networks, international cable networks, and cable television studio production operations; and Sky, which owns a portfolio of pay television channels that provide entertainment, news, sports and movies.

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US20030N1019 NASDAQ Stock Market United States

Provider

New Street Research

Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.

New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:

Pan European Telecom Services and Cable
US Telecoms, Cable, Satellite and Towers
Global Emerging Market Telecoms
Japan Telecoms
Asian Internet
Pan European Healthcare
Global healthcare thematic research

We provide debt research on:

Pan European Telecom Services and Cable

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Analysts

Blair Levin

Other Reports on these Companies

New Street Research

CMCSA 1Q25 Quick Take

What’s new: Revenue in-line. EBITDA beat expectations handily, due mostly to better results in C&E. C&P revenue and EBITDA was in-line, with weak subscriber trends and slightly better than expected ARPU.

1h / 32m 1h / 32m 1 EN

New Street Research

In Good News for CMSCA, DIS (and Robocallers and Pirate Radio, Among Others), Court Upholds Commissioner Carr’s Views on Enforcement

What’s New: The Fifth Circuit overturned the FCC’s 2020 and 2024 decisions to impose a $57 million fine against T for actions related to improper use customer data. Based on a recent Supreme Court decision, the appellate court ruled that the FCC actions violate T’s Seventh Amendment right to a jury trial, likely upending broader FCC enforcement efforts. In this note we analyze the impact of the Court’s decision on our coverage universe generally and well as specifically to some of the companies that Chairman Carr is threatening with enforcement actions.

EUR 8822.00

1h / 33m 1h / 33m 1 EN

New Street Research

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.

April 23, 2025 April 23, 2025 1 EN

CMCSA 1Q25 Quick Take

1h / 32m 1h / 32m 1 EN

Blair Levin

Blair Levin

In Good News for CMSCA, DIS (and Robocallers and Pirate Radio, Among Others), Court Upholds Commissioner Carr’s Views on Enforcement

EUR 8822.00

1h / 33m 1h / 33m 1 EN

Pierre FerraguÊ

Pierre FerraguÊ

LAM 2FQ25: beat driven by NAND upgrades & GAA. We are cautious. Neutral, $75 Target Price.

LAM reported 2Q25 yesterday. Please click the link below for our take on the print.

1h / 50m 1h / 50m 1 EN

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Another Starlink v. DISH Spectrum Battle

CMCSA 1Q25 Quick Take

In Good News for CMSCA, DIS (and Robocallers and Pirate Radio, Among Others), Court Upholds Commissioner Carr’s Views on Enforcement

CMCSA: Free Wireless Line for All Broadband Customers

CMCSA 1Q25 Quick Take

In Good News for CMSCA, DIS (and Robocallers and Pirate Radio, Among Others), Court Upholds Commissioner Carr’s Views on Enforcement

LAM 2FQ25: beat driven by NAND upgrades & GAA. We are cautious. Neutral, $75 Target Price.

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